True Wealth Design’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 | $71K | Buy |
703
+126
| +22% | +$12.7K | 0.03% | 154 |
|
|
2025
Q1 | $63.4K | Buy |
577
+523
| +969% | +$57.5K | 0.02% | 155 |
|
|
2024
Q4 | $6.75K | Sell |
54
-160
| -75% | -$20K | ﹤0.01% | 479 |
|
|
2024
Q3 | $29.2K | Buy |
214
+171
| +398% | +$23.3K | 0.01% | 257 |
|
|
2024
Q2 | $5.91K | Sell |
43
-23
| -35% | -$3.16K | ﹤0.01% | 267 |
|
|
2024
Q1 | $9.84K | Buy |
66
+9
| +16% | +$1.34K | ﹤0.01% | 246 |
|
|
2023
Q4 | $8.99K | Sell |
57
-4,218
| -99% | -$665K | ﹤0.01% | 237 |
|
|
2023
Q3 | $666K | Sell |
4,275
-10
| -0.2% | -$1.56K | 0.22% | 94 |
|
|
2023
Q2 | $768K | Buy |
4,285
+1
| +0% | +$179 | 0.28% | 73 |
|
|
2023
Q1 | $831K | Buy |
4,284
+4,247
| +11,478% | +$824K | 0.35% | 49 |
|
|
2022
Q4 | $6.46K | Buy |
+37
| New | +$6.46K | ﹤0.01% | 240 |
|