PCG
Prosperity Consulting Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
+6,845
| New | +$691K | 0.05% | 272 |
|
|
2024
Q4 | – | Sell |
-1,636
| Closed | -$223K | – | 483 |
|
|
2024
Q3 | $223K | Sell |
1,636
-424
| -21% | -$57.8K | 0.02% | 428 |
|
|
2024
Q2 | $282K | Sell |
2,060
-917
| -31% | -$125K | 0.04% | 264 |
|
|
2024
Q1 | $443K | Buy |
2,977
+1,269
| +74% | +$189K | 0.06% | 221 |
|
|
2023
Q4 | $268K | Buy |
+1,708
| New | +$268K | 0.09% | 170 |
|