Salvus 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 | – | Sell |
-4,363
| Closed | -$480K | – | 131 |
|
|
2025
Q1 | $480K | Buy |
4,363
+379
| +10% | +$41.7K | 0.3% | 83 |
|
|
2024
Q4 | $502K | Sell |
3,984
-314
| -7% | -$39.6K | 0.32% | 83 |
|
|
2024
Q3 | $586K | Buy |
4,298
+17
| +0.4% | +$2.32K | 0.36% | 73 |
|
|
2024
Q2 | $586K | Sell |
4,281
-12
| -0.3% | -$1.64K | 0.4% | 66 |
|
|
2024
Q1 | $638K | Buy |
4,293
+5
| +0.1% | +$743 | 0.44% | 64 |
|
|
2023
Q4 | $674K | Sell |
4,288
-24
| -0.6% | -$3.77K | 0.48% | 57 |
|
|
2023
Q3 | $672K | Buy |
4,312
+36
| +0.8% | +$5.61K | 0.53% | 52 |
|
|
2023
Q2 | $766K | Buy |
4,276
+93
| +2% | +$16.7K | 0.59% | 45 |
|
|
2023
Q1 | $811K | Buy |
4,183
+85
| +2% | +$16.5K | 0.66% | 40 |
|
|
2022
Q4 | $712K | Buy |
4,098
+28
| +0.7% | +$4.87K | 0.65% | 45 |
|
|
2022
Q3 | $657K | Buy |
4,070
+157
| +4% | +$25.3K | 0.63% | 42 |
|
|
2022
Q2 | $714K | Sell |
3,913
-29
| -0.7% | -$5.29K | 0.64% | 41 |
|
|
2022
Q1 | $845K | Buy |
3,942
+125
| +3% | +$26.8K | 0.65% | 39 |
|
|
2021
Q4 | $818K | Buy |
3,817
+129
| +3% | +$27.6K | 0.6% | 42 |
|
|
2021
Q3 | $672K | Buy |
3,688
+254
| +7% | +$46.3K | 0.55% | 42 |
|
|
2021
Q2 | $722K | Buy |
3,434
+82
| +2% | +$17.2K | 0.61% | 40 |
|
|
2021
Q1 | $580K | Buy |
3,352
+298
| +10% | +$51.6K | 0.54% | 46 |
|
|
2020
Q4 | $484K | Buy |
+3,054
| New | +$484K | 0.52% | 49 |
|