Private 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 | $10.3K | Sell |
102
-46
| -31% | -$4.64K | ﹤0.01% | 478 |
|
|
2025
Q1 | $16.3K | Buy |
148
+123
| +492% | +$13.5K | 0.01% | 346 |
|
|
2024
Q4 | $3.15K | Buy |
25
+4
| +19% | +$504 | ﹤0.01% | 925 |
|
|
2024
Q3 | $2.86K | Sell |
21
-32
| -60% | -$4.36K | ﹤0.01% | 942 |
|
|
2024
Q2 | $7.25K | Sell |
53
-86
| -62% | -$11.8K | ﹤0.01% | 557 |
|
|
2024
Q1 | $20.7K | Buy |
139
+18
| +15% | +$2.68K | 0.01% | 264 |
|
|
2023
Q4 | $19K | Buy |
+121
| New | +$19K | 0.01% | 273 |
|