Total Clarity 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 | $1.96M | Sell |
19,383
-2,348
| -11% | -$237K | 0.56% | 47 |
|
|
2025
Q1 | $2.74M | Hold |
21,731
| – | – | 0.89% | 31 |
|
|
2024
Q4 | $2.74M | Sell |
21,731
-2,419
| -10% | -$305K | 0.89% | 31 |
|
|
2024
Q3 | $3.29M | Buy |
24,150
+20,461
| +555% | +$2.79M | 1.06% | 20 |
|
|
2024
Q2 | $505K | Sell |
3,689
-469
| -11% | -$64.2K | 0.18% | 133 |
|
|
2024
Q1 | $618K | Sell |
4,158
-49
| -1% | -$7.28K | 0.21% | 124 |
|
|
2023
Q4 | $661K | Buy |
4,207
+1,807
| +75% | +$284K | 0.27% | 103 |
|
|
2023
Q3 | $374K | Buy |
2,400
+294
| +14% | +$45.8K | 0.18% | 139 |
|
|
2023
Q2 | $378K | Buy |
+2,106
| New | +$378K | 0.19% | 132 |
|
|
2023
Q1 | – | Sell |
-3,005
| Closed | -$522K | – | 245 |
|
|
2022
Q4 | $522K | Buy |
3,005
+1,545
| +106% | +$269K | 0.27% | 97 |
|
|
2022
Q3 | $236K | Buy |
1,460
+847
| +138% | +$137K | 0.15% | 183 |
|
|
2022
Q2 | $112K | Buy |
+613
| New | +$112K | 0.06% | 305 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$107K | – | 873 |
|
|
2021
Q4 | $107K | Hold |
500
| – | – | 0.05% | 304 |
|
|
2021
Q3 | $91K | Buy |
+500
| New | +$91K | 0.04% | 320 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$51K | – | 713 |
|
|
2021
Q1 | $51K | Buy |
+300
| New | +$51K | 0.03% | 337 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$35K | – | 586 |
|
|
2019
Q4 | $35K | Buy |
+300
| New | +$35K | 0.03% | 317 |
|