Strait & Sound 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 | $761K | Buy |
7,543
+1,669
| +28% | +$168K | 0.32% | 68 |
|
|
2025
Q1 | $646K | Buy |
+5,874
| New | +$646K | 0.3% | 72 |
|
|
2024
Q3 | – | Sell |
-1,603
| Closed | -$219K | – | 155 |
|
|
2024
Q2 | $219K | Sell |
1,603
-1,542
| -49% | -$211K | 0.11% | 135 |
|
|
2024
Q1 | $469K | Sell |
3,145
-67
| -2% | -$9.98K | 0.26% | 61 |
|
|
2023
Q4 | $496K | Hold |
3,212
| – | – | 0.31% | 56 |
|
|
2023
Q3 | $501K | Buy |
+3,212
| New | +$501K | 0.43% | 52 |
|
|
2023
Q2 | – | Sell |
-1,828
| Closed | -$355K | – | 114 |
|
|
2023
Q1 | $355K | Hold |
1,828
| – | – | 0.35% | 69 |
|
|
2022
Q4 | $327K | Buy |
+1,828
| New | +$327K | 0.36% | 71 |
|