Simplicity Wealth’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 | $1.07M | Sell |
10,553
-2,111
| -17% | -$213K | 0.04% | 317 |
|
|
2025
Q1 | $1.39M | Buy |
12,664
+7,308
| +136% | +$804K | 0.11% | 200 |
|
|
2024
Q4 | $675K | Sell |
5,356
-7,600
| -59% | -$958K | 0.14% | 130 |
|
|
2024
Q3 | $1.77M | Sell |
12,956
-25,876
| -67% | -$3.53M | 0.16% | 124 |
|
|
2024
Q2 | $5.31M | Buy |
38,832
+254
| +0.7% | +$34.8K | 0.12% | 171 |
|
|
2024
Q1 | $5.73M | Buy |
38,578
+36,104
| +1,459% | +$5.37M | 0.14% | 153 |
|
|
2023
Q4 | $389K | Buy |
2,474
+679
| +38% | +$107K | 0.15% | 119 |
|
|
2023
Q3 | $280K | Buy |
1,795
+46
| +3% | +$7.17K | 0.16% | 70 |
|
|
2023
Q2 | $314K | Hold |
1,749
| – | – | 0.19% | 59 |
|
|
2023
Q1 | $339K | Sell |
1,749
-3
| -0.2% | -$582 | 0.23% | 49 |
|
|
2022
Q4 | $305K | Buy |
1,752
+3
| +0.2% | +$522 | 0.27% | 49 |
|
|
2022
Q3 | $283K | Hold |
1,749
| – | – | 0.38% | 58 |
|
|
2022
Q2 | $319K | Sell |
1,749
-59
| -3% | -$10.8K | 0.47% | 46 |
|
|
2022
Q1 | $388K | Buy |
+1,808
| New | +$388K | 0.38% | 52 |
|