Sard Wealth Management Group’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 | $399K | Buy |
3,951
+291
| +8% | +$29.4K | 0.25% | 33 |
|
|
2025
Q1 | $403K | Buy |
3,660
+3
| +0.1% | +$330 | 0.27% | 29 |
|
|
2024
Q4 | $461K | Buy |
3,657
+1
| +0% | +$126 | 0.31% | 27 |
|
|
2024
Q3 | $498K | Buy |
3,656
+2
| +0.1% | +$273 | 0.33% | 25 |
|
|
2024
Q2 | $500K | Hold |
3,654
| – | – | 0.35% | 25 |
|
|
2024
Q1 | $543K | Sell |
3,654
-16
| -0.4% | -$2.38K | 0.49% | 23 |
|
|
2023
Q4 | $577K | Buy |
+3,670
| New | +$577K | 0.58% | 21 |
|