Pursue Wealth Partners’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
Q1 | – | Sell |
-1,988
| Closed | -$251K | – | 133 |
|
|
2024
Q4 | $251K | Buy |
+1,988
| New | +$251K | 0.14% | 96 |
|
|
2023
Q3 | – | Sell |
-1,617
| Closed | -$290K | – | 103 |
|
|
2023
Q2 | $290K | Hold |
1,617
| – | – | 0.18% | 81 |
|
|
2023
Q1 | $314K | Hold |
1,617
| – | – | 0.21% | 79 |
|
|
2022
Q4 | $281K | Hold |
1,617
| – | – | 0.22% | 82 |
|
|
2022
Q3 | $261K | Hold |
1,617
| – | – | 0.19% | 87 |
|
|
2022
Q2 | $295K | Hold |
1,617
| – | – | 0.19% | 85 |
|
|
2022
Q1 | $312K | Hold |
1,617
| – | – | 0.13% | 106 |
|
|
2021
Q4 | $347K | Buy |
+1,617
| New | +$347K | 0.13% | 101 |
|