Stone Summit 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 | – | Sell |
-3,664
| Closed | -$403K | – | 145 |
|
|
2025
Q1 | $403K | Sell |
3,664
-7,348
| -67% | -$808K | 0.14% | 109 |
|
|
2024
Q4 | $1.39M | Sell |
11,012
-25
| -0.2% | -$3.15K | 0.47% | 63 |
|
|
2024
Q3 | $1.5M | Sell |
11,037
-967
| -8% | -$132K | 0.49% | 64 |
|
|
2024
Q2 | $1.64M | Sell |
12,004
-623
| -5% | -$85.3K | 0.59% | 56 |
|
|
2024
Q1 | $1.88M | Buy |
12,627
+388
| +3% | +$57.7K | 0.65% | 54 |
|
|
2023
Q4 | $1.92M | Sell |
12,239
-1,240
| -9% | -$195K | 0.74% | 45 |
|
|
2023
Q3 | $2.1M | Sell |
13,479
-240
| -2% | -$37.4K | 0.9% | 38 |
|
|
2023
Q2 | $2.46M | Buy |
13,719
+163
| +1% | +$29.2K | 1.02% | 31 |
|
|
2023
Q1 | $2.63M | Sell |
13,556
-10
| -0.1% | -$1.94K | 1.17% | 25 |
|
|
2022
Q4 | $2.36M | Buy |
13,566
+625
| +5% | +$109K | 1.16% | 26 |
|
|
2022
Q3 | $2.09M | Buy |
12,941
+305
| +2% | +$49.3K | 1.28% | 26 |
|
|
2022
Q2 | $2.31M | Buy |
12,636
+700
| +6% | +$128K | 1.38% | 18 |
|
|
2022
Q1 | $2.46M | Buy |
11,936
+2,701
| +29% | +$557K | 1.38% | 19 |
|
|
2021
Q4 | $1.98M | Buy |
+9,235
| New | +$1.98M | 1.61% | 20 |
|