Tradition 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
$1.42M Sell
14,047
-292
-2% -$29.5K 0.11% 151
2025
Q1
$1.58M Buy
14,339
+365
+3% +$40.1K 0.14% 138
2024
Q4
$1.76M Sell
13,974
-76
-0.5% -$9.58K 0.16% 121
2024
Q3
$1.92M Sell
14,050
-38
-0.3% -$5.18K 0.17% 112
2024
Q2
$1.93M Sell
14,088
-264
-2% -$36.1K 0.19% 104
2024
Q1
$2.13M Sell
14,352
-359
-2% -$53.4K 0.22% 91
2023
Q4
$2.31M Sell
14,711
-346
-2% -$54.4K 0.24% 75
2023
Q3
$2.35M Buy
15,057
+139
+0.9% +$21.7K 0.28% 72
2023
Q2
$2.67M Buy
14,918
+12,677
+566% +$2.27M 0.31% 73
2023
Q1
$435K Buy
2,241
+1,047
+88% +$203K 0.05% 193
2022
Q4
$208K Sell
1,194
-63
-5% -$11K 0.03% 260
2022
Q3
$203K Sell
1,257
-487
-28% -$78.6K 0.03% 255
2022
Q2
$318K Sell
1,744
-658
-27% -$120K 0.05% 207
2022
Q1
$515K Buy
2,402
+138
+6% +$29.6K 0.07% 185
2021
Q4
$485K Buy
2,264
+5
+0.2% +$1.07K 0.06% 188
2021
Q3
$411K Buy
2,259
+96
+4% +$17.5K 0.06% 190
2021
Q2
$450K Buy
2,163
+6
+0.3% +$1.25K 0.07% 189
2021
Q1
$367K Buy
2,157
+1,813
+527% +$308K 0.06% 185
2020
Q4
$58K Buy
+344
New +$58K 0.01% 385