RWA 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
Q2 | $1.28M | Sell |
12,715
-2,121
| -14% | -$214K | 0.02% | 294 |
|
|
2025
Q1 | $1.63M | Sell |
14,836
-66,438
| -82% | -$7.31M | 0.02% | 266 |
|
|
2024
Q4 | $10.2M | Sell |
81,274
-668
| -0.8% | -$84.2K | 0.13% | 101 |
|
|
2024
Q3 | $11.2M | Buy |
81,942
+1,065
| +1% | +$145K | 0.14% | 93 |
|
|
2024
Q2 | $11.1M | Buy |
80,877
+449
| +0.6% | +$61.4K | 0.15% | 92 |
|
|
2024
Q1 | $12M | Buy |
80,428
+1,254
| +2% | +$186K | 0.16% | 85 |
|
|
2023
Q4 | $12.4M | Buy |
79,174
+3,080
| +4% | +$484K | 0.18% | 84 |
|
|
2023
Q3 | $11.9M | Buy |
76,094
+68,376
| +886% | +$10.7M | 0.26% | 40 |
|
|
2023
Q2 | $1.38M | Sell |
7,718
-67,184
| -90% | -$12M | 0.03% | 155 |
|
|
2023
Q1 | $14.5M | Sell |
74,902
-161
| -0.2% | -$31.2K | 0.35% | 28 |
|
|
2022
Q4 | $13.7M | Sell |
75,063
-69
| -0.1% | -$12.6K | 0.34% | 28 |
|
|
2022
Q3 | $12.1M | Buy |
75,132
+10
| +0% | +$1.62K | 0.85% | 23 |
|
|
2022
Q2 | $13.7M | Buy |
75,122
+581
| +0.8% | +$106K | 0.93% | 20 |
|
|
2022
Q1 | $16M | Buy |
74,541
+368
| +0.5% | +$78.9K | 1.03% | 20 |
|
|
2021
Q4 | $15.9M | Buy |
74,173
+200
| +0.3% | +$42.9K | 1.07% | 21 |
|
|
2021
Q3 | $13.5M | Buy |
73,973
+230
| +0.3% | +$41.9K | 1.01% | 24 |
|
|
2021
Q2 | $15.3M | Buy |
73,743
+355
| +0.5% | +$73.8K | 1.14% | 21 |
|
|
2021
Q1 | $12.5M | Sell |
73,388
-183
| -0.2% | -$31.1K | 1.01% | 24 |
|
|
2020
Q4 | $12.4M | Buy |
73,571
+300
| +0.4% | +$50.5K | 1.1% | 21 |
|
|
2020
Q3 | $12.2M | Sell |
73,271
-785
| -1% | -$131K | 1.28% | 15 |
|
|
2020
Q2 | $8.23M | Buy |
74,056
+2,155
| +3% | +$240K | 1.01% | 23 |
|
|
2020
Q1 | $6.72M | Buy |
71,901
+677
| +1% | +$63.2K | 0.95% | 25 |
|
|
2019
Q4 | $8.34M | Buy |
71,224
+1,012
| +1% | +$118K | 0.83% | 28 |
|
|
2019
Q3 | $8.41M | Sell |
70,212
-106
| -0.2% | -$12.7K | 0.89% | 28 |
|
|
2019
Q2 | $7.26M | Sell |
70,318
-863
| -1% | -$89.1K | 0.78% | 34 |
|
|
2019
Q1 | $7.95M | Buy |
71,181
+444
| +0.6% | +$49.6K | 0.91% | 28 |
|
|
2018
Q4 | $6.9M | Buy |
70,737
+66
| +0.1% | +$6.44K | 0.91% | 26 |
|
|
2018
Q3 | $8.25M | Hold |
70,671
| – | – | 0.92% | 26 |
|
|
2018
Q2 | $7.51M | Buy |
70,671
+69,832
| +8,323% | +$7.42M | 0.84% | 31 |
|
|
2018
Q1 | $88K | Buy |
+839
| New | +$88K | 0.01% | 274 |
|