Prestige Wealth Management Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5K | Hold |
154
| – | – | ﹤0.01% | 377 |
|
|
2025
Q1 | $16.9K | Hold |
154
| – | – | ﹤0.01% | 367 |
|
|
2024
Q4 | $19.4K | Hold |
154
| – | – | ﹤0.01% | 357 |
|
|
2024
Q3 | $21K | Hold |
154
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $21.1K | Sell |
154
-2,385
| -94% | -$326K | ﹤0.01% | 309 |
|
|
2024
Q1 | $377K | Buy |
2,539
+77
| +3% | +$11.4K | 0.08% | 110 |
|
|
2023
Q4 | $387K | Sell |
2,462
-414
| -14% | -$65.1K | 0.09% | 99 |
|
|
2023
Q3 | $448K | Buy |
2,876
+39
| +1% | +$6.08K | 0.11% | 87 |
|
|
2023
Q2 | $509K | Sell |
2,837
-1
| -0% | -$179 | 0.12% | 80 |
|
|
2023
Q1 | $550K | Buy |
2,838
+231
| +9% | +$44.8K | 0.14% | 80 |
|
|
2022
Q4 | $453K | Buy |
2,607
+296
| +13% | +$51.5K | 0.12% | 84 |
|
|
2022
Q3 | $373K | Buy |
2,311
+207
| +10% | +$33.4K | 0.1% | 93 |
|
|
2022
Q2 | $384K | Buy |
2,104
+560
| +36% | +$102K | 0.1% | 89 |
|
|
2022
Q1 | $332K | Buy |
1,544
+118
| +8% | +$25.4K | 0.08% | 106 |
|
|
2021
Q4 | $306K | Buy |
1,426
+203
| +17% | +$43.6K | 0.07% | 111 |
|
|
2021
Q3 | $223K | Buy |
1,223
+349
| +40% | +$63.6K | 0.06% | 128 |
|
|
2021
Q2 | $182K | Buy |
874
+634
| +264% | +$132K | 0.05% | 138 |
|
|
2021
Q1 | $40K | Sell |
240
-5
| -2% | -$833 | 0.01% | 272 |
|
|
2020
Q4 | $41K | Buy |
245
+7
| +3% | +$1.17K | 0.01% | 269 |
|
|
2020
Q3 | $40K | Buy |
238
+118
| +98% | +$19.8K | 0.01% | 278 |
|
|
2020
Q2 | $13K | Buy |
120
+22
| +22% | +$2.38K | ﹤0.01% | 392 |
|
|
2020
Q1 | $9K | Sell |
98
-3
| -3% | -$276 | ﹤0.01% | 403 |
|
|
2019
Q4 | $12K | Sell |
101
-9
| -8% | -$1.07K | 0.01% | 336 |
|
|
2019
Q3 | $13K | Buy |
110
+12
| +12% | +$1.42K | 0.01% | 321 |
|
|
2019
Q2 | $10K | Hold |
98
| – | – | 0.01% | 330 |
|
|
2019
Q1 | $11K | Sell |
98
-42
| -30% | -$4.71K | 0.01% | 329 |
|
|
2018
Q4 | $14K | Buy |
+140
| New | +$14K | 0.01% | 384 |
|