Royal Capital 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
Q2 | $252K | Sell |
2,498
-122
| -5% | -$12.3K | 0.17% | 73 |
|
|
2025
Q1 | $288K | Buy |
2,620
+7
| +0.3% | +$770 | 0.2% | 63 |
|
|
2024
Q4 | $330K | Sell |
2,613
-48
| -2% | -$6.05K | 0.23% | 59 |
|
|
2024
Q3 | $363K | Sell |
2,661
-46
| -2% | -$6.27K | 0.26% | 59 |
|
|
2024
Q2 | $370K | Buy |
2,707
+7
| +0.3% | +$958 | 0.28% | 57 |
|
|
2024
Q1 | $401K | Sell |
2,700
-585
| -18% | -$87K | 0.32% | 55 |
|
|
2023
Q4 | $516K | Sell |
3,285
-275
| -8% | -$43.2K | 0.45% | 44 |
|
|
2023
Q3 | $555K | Sell |
3,560
-346
| -9% | -$53.9K | 0.53% | 36 |
|
|
2023
Q2 | $700K | Sell |
3,906
-63
| -2% | -$11.3K | 0.66% | 33 |
|
|
2023
Q1 | $770K | Buy |
3,969
+569
| +17% | +$110K | 0.78% | 32 |
|
|
2022
Q4 | $591K | Buy |
3,400
+4
| +0.1% | +$695 | 0.63% | 35 |
|
|
2022
Q3 | $549K | Buy |
3,396
+101
| +3% | +$16.3K | 0.64% | 38 |
|
|
2022
Q2 | $601K | Sell |
3,295
-86
| -3% | -$15.7K | 0.65% | 36 |
|
|
2022
Q1 | $725K | Sell |
3,381
-1
| -0% | -$214 | 0.71% | 35 |
|
|
2021
Q4 | $725K | Buy |
+3,382
| New | +$725K | 0.7% | 35 |
|