Provence 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
2023
Q4
$631K Buy
4,013
+656
+20% +$103K 0.34% 65
2023
Q3
$523K Buy
3,357
+332
+11% +$51.7K 0.32% 70
2023
Q2
$542K Sell
3,025
-140
-4% -$25.1K 0.32% 65
2023
Q1
$614K Buy
3,165
+948
+43% +$184K 0.41% 58
2022
Q4
$385K Buy
+2,217
New +$385K 0.31% 69