Silverlake 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 | $410K | Buy |
4,065
+1,398
| +52% | +$141K | 0.12% | 194 |
|
|
2025
Q1 | $293K | Buy |
2,667
+11
| +0.4% | +$1.21K | 0.11% | 191 |
|
|
2024
Q4 | $335K | Sell |
2,656
-166
| -6% | -$20.9K | 0.13% | 172 |
|
|
2024
Q3 | $385K | Buy |
2,822
+10
| +0.4% | +$1.36K | 0.15% | 167 |
|
|
2024
Q2 | $385K | Sell |
2,812
-102
| -4% | -$14K | 0.16% | 160 |
|
|
2024
Q1 | $433K | Buy |
2,914
+183
| +7% | +$27.2K | 0.22% | 121 |
|
|
2023
Q4 | $429K | Buy |
2,731
+208
| +8% | +$32.7K | 0.24% | 109 |
|
|
2023
Q3 | $393K | Buy |
2,523
+87
| +4% | +$13.6K | 0.22% | 126 |
|
|
2023
Q2 | $437K | Buy |
2,436
+6
| +0.2% | +$1.08K | 0.24% | 100 |
|
|
2023
Q1 | $471K | Buy |
2,430
+2
| +0.1% | +$388 | 0.29% | 86 |
|
|
2022
Q4 | $422K | Buy |
2,428
+13
| +0.5% | +$2.26K | 0.26% | 94 |
|
|
2022
Q3 | $390K | Sell |
2,415
-4
| -0.2% | -$646 | 0.26% | 97 |
|
|
2022
Q2 | $442K | Buy |
2,419
+116
| +5% | +$21.2K | 0.29% | 86 |
|
|
2022
Q1 | $494K | Sell |
2,303
-228
| -9% | -$48.9K | 0.28% | 90 |
|
|
2021
Q4 | $542K | Buy |
+2,531
| New | +$542K | 0.29% | 90 |
|