True Wealth Design’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$38.5K Sell
2025
Q2
$71K Buy
2025
Q1
$63.4K Buy
2024
Q4
$6.75K Sell
2024
Q3
$29.2K Buy
2024
Q2
$5.91K Sell
2024
Q1
$9.84K Buy
2023
Q4
$8.99K Sell
2023
Q3
$666K Sell
2023
Q2
$768K Buy
2023
Q1
$831K Buy
2022
Q4
$6.46K Buy