Rockline Wealth Management’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 |
-21,130
| Closed | -$2.66M | – | 101 |
|
|
2024
Q4 | $2.66M | Buy |
21,130
+1,481
| +8% | +$187K | 0.71% | 45 |
|
|
2024
Q3 | $2.68M | Buy |
19,649
+867
| +5% | +$118K | 0.76% | 44 |
|
|
2024
Q2 | $2.57M | Buy |
18,782
+181
| +1% | +$24.8K | 0.79% | 41 |
|
|
2024
Q1 | $2.76M | Sell |
18,601
-151
| -0.8% | -$22.4K | 0.97% | 37 |
|
|
2023
Q4 | $2.95M | Buy |
+18,752
| New | +$2.95M | 1.22% | 29 |
|