Provenance Wealth Advisors’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 | $1.31K | Sell |
13
-21
| -62% | -$2.12K | ﹤0.01% | 401 |
|
|
2025
Q1 | $3.74K | Hold |
34
| – | – | ﹤0.01% | 366 |
|
|
2024
Q4 | $4.29K | Hold |
34
| – | – | ﹤0.01% | 375 |
|
|
2024
Q3 | $4.64K | Sell |
34
-37
| -52% | -$5.05K | ﹤0.01% | 404 |
|
|
2024
Q2 | $9.72K | Sell |
71
-13
| -15% | -$1.78K | ﹤0.01% | 296 |
|
|
2024
Q1 | $12.5K | Buy |
84
+13
| +18% | +$1.93K | ﹤0.01% | 305 |
|
|
2023
Q4 | $11.2K | Buy |
71
+50
| +238% | +$7.86K | ﹤0.01% | 310 |
|
|
2023
Q3 | $3.27K | Buy |
+21
| New | +$3.27K | ﹤0.01% | 288 |
|