RWP
Revolve Wealth Partners’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,187
| Closed | -$461K | – | 240 |
|
|
2025
Q1 | $461K | Sell |
4,187
-235
| -5% | -$25.8K | 0.07% | 128 |
|
|
2024
Q4 | $558K | Buy |
4,422
+75
| +2% | +$9.46K | 0.08% | 111 |
|
|
2024
Q3 | $593K | Buy |
4,347
+85
| +2% | +$11.6K | 0.09% | 104 |
|
|
2024
Q2 | $583K | Buy |
+4,262
| New | +$583K | 0.1% | 92 |
|