Thrive 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 | $360K | Buy |
3,562
+176
| +5% | +$17.8K | 0.06% | 153 |
|
|
2025
Q1 | $372K | Buy |
3,386
+1,056
| +45% | +$116K | 0.07% | 138 |
|
|
2024
Q4 | $294K | Sell |
2,330
-998
| -30% | -$126K | 0.05% | 158 |
|
|
2024
Q3 | $454K | Buy |
3,328
+374
| +13% | +$51K | 0.08% | 124 |
|
|
2024
Q2 | $404K | Sell |
2,954
-1,611
| -35% | -$221K | 0.08% | 137 |
|
|
2024
Q1 | $679K | Buy |
4,565
+205
| +5% | +$30.5K | 0.14% | 87 |
|
|
2023
Q4 | $686K | Sell |
4,360
-167
| -4% | -$26.3K | 0.15% | 84 |
|
|
2023
Q3 | $706K | Sell |
4,527
-276
| -6% | -$43K | 0.19% | 73 |
|
|
2023
Q2 | $861K | Buy |
4,803
+236
| +5% | +$42.3K | 0.22% | 62 |
|
|
2023
Q1 | $886K | Buy |
4,567
+439
| +11% | +$85.2K | 0.23% | 52 |
|
|
2022
Q4 | $718K | Buy |
4,128
+428
| +12% | +$74.4K | 0.21% | 62 |
|
|
2022
Q3 | $598K | Buy |
3,700
+1,242
| +51% | +$201K | 0.21% | 71 |
|
|
2022
Q2 | $449K | Buy |
2,458
+217
| +10% | +$39.6K | 0.16% | 82 |
|
|
2022
Q1 | $481K | Buy |
2,241
+5
| +0.2% | +$1.07K | 0.14% | 83 |
|
|
2021
Q4 | $479K | Buy |
+2,236
| New | +$479K | 0.16% | 78 |
|