TritonPoint Wealth’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 | $1.58M | Sell |
15,605
-5,102
| -25% | -$515K | 0.15% | 128 |
|
|
2025
Q1 | $2.28M | Sell |
20,707
-43,425
| -68% | -$4.78M | 0.22% | 107 |
|
|
2024
Q4 | $8.09M | Buy |
64,132
+18,350
| +40% | +$2.31M | 0.73% | 34 |
|
|
2024
Q3 | $6.15M | Sell |
45,782
-46,445
| -50% | -$6.24M | 0.56% | 50 |
|
|
2024
Q2 | $12.6M | Sell |
92,227
-1,458
| -2% | -$200K | 1.21% | 20 |
|
|
2024
Q1 | $14.2M | Buy |
93,685
+1,232
| +1% | +$187K | 1.48% | 13 |
|
|
2023
Q4 | $14.5M | Buy |
+92,453
| New | +$14.5M | 1.42% | 13 |
|