RWP
Ridgecrest 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 | $228K | Buy |
2,257
+277
| +14% | +$28K | 0.12% | 101 |
|
|
2025
Q1 | $218K | Buy |
+1,980
| New | +$218K | 0.11% | 104 |
|
|
2024
Q3 | – | Sell |
-1,463
| Closed | -$200K | – | 116 |
|
|
2024
Q2 | $200K | Sell |
1,463
-139
| -9% | -$19K | 0.12% | 102 |
|
|
2024
Q1 | $238K | Hold |
1,602
| – | – | 0.14% | 94 |
|
|
2023
Q4 | $252K | Sell |
1,602
-550
| -26% | -$86.5K | 0.17% | 85 |
|
|
2023
Q3 | $335K | Hold |
2,152
| – | – | 0.24% | 67 |
|
|
2023
Q2 | $386K | Buy |
2,152
+70
| +3% | +$12.5K | 0.26% | 64 |
|
|
2023
Q1 | $404K | Hold |
2,082
| – | – | 0.29% | 58 |
|
|
2022
Q4 | $362K | Buy |
2,082
+69
| +3% | +$12K | 0.27% | 64 |
|
|
2022
Q3 | $325K | Buy |
2,013
+69
| +4% | +$11.1K | 0.27% | 66 |
|
|
2022
Q2 | $355K | Buy |
1,944
+181
| +10% | +$33.1K | 0.26% | 68 |
|
|
2022
Q1 | $378K | Hold |
1,763
| – | – | 0.24% | 75 |
|
|
2021
Q4 | $378K | Hold |
1,763
| – | – | 0.18% | 90 |
|
|
2021
Q3 | $321K | Hold |
1,763
| – | – | 0.17% | 89 |
|
|
2021
Q2 | $367K | Buy |
1,763
+88
| +5% | +$18.3K | 0.23% | 76 |
|
|
2021
Q1 | $285K | Buy |
+1,675
| New | +$285K | 0.27% | 69 |
|