Strategic Wealth Investment 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 | $2.93K | Buy |
+29
| New | +$2.93K | ﹤0.01% | 112 |
|
|
2025
Q1 | – | Sell |
-29,722
| Closed | -$3.75M | – | 115 |
|
|
2024
Q4 | $3.75M | Sell |
29,722
-3,054
| -9% | -$385K | 0.41% | 51 |
|
|
2024
Q3 | $4.37M | Buy |
32,776
+30,603
| +1,408% | +$4.08M | 0.47% | 51 |
|
|
2024
Q2 | $295K | Buy |
+2,173
| New | +$295K | 0.04% | 106 |
|
|
2023
Q4 | $400K | Sell |
2,542
-663
| -21% | -$104K | 0.06% | 91 |
|
|
2023
Q3 | $500K | Buy |
3,205
+37
| +1% | +$5.77K | 0.09% | 71 |
|
|
2023
Q2 | $568K | Buy |
3,168
+298
| +10% | +$53.4K | 0.09% | 85 |
|
|
2023
Q1 | $557K | Buy |
2,870
+211
| +8% | +$40.9K | 0.1% | 84 |
|
|
2022
Q4 | $470K | Buy |
2,659
+355
| +15% | +$62.7K | 0.11% | 73 |
|
|
2022
Q3 | $372K | Sell |
2,304
-2,538
| -52% | -$410K | 0.11% | 75 |
|
|
2022
Q2 | $884K | Sell |
4,842
-142
| -3% | -$25.9K | 0.22% | 73 |
|
|
2022
Q1 | $1.07M | Buy |
4,984
+156
| +3% | +$33.5K | 0.26% | 54 |
|
|
2021
Q4 | $1.04M | Sell |
4,828
-180
| -4% | -$38.6K | 0.27% | 53 |
|
|
2021
Q3 | $913K | Buy |
5,008
+232
| +5% | +$42.3K | 0.27% | 52 |
|
|
2021
Q2 | $993K | Buy |
4,776
+2,852
| +148% | +$593K | 0.35% | 46 |
|
|
2021
Q1 | $327K | Sell |
1,924
-3
| -0.2% | -$510 | 0.16% | 59 |
|
|
2020
Q4 | $325K | Sell |
1,927
-107
| -5% | -$18K | 0.19% | 66 |
|
|
2020
Q3 | $339K | Buy |
+2,034
| New | +$339K | 0.26% | 67 |
|
|
2020
Q1 | – | Sell |
-2,084
| Closed | -$244K | – | 58 |
|
|
2019
Q4 | $244K | Buy |
+2,084
| New | +$244K | 0.25% | 49 |
|