Twin City Private 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 | $1.09M | Buy |
10,846
+382
| +4% | +$38.6K | 0.89% | 47 |
|
|
2025
Q1 | $1.15M | Buy |
10,464
+1,159
| +12% | +$127K | 1.01% | 37 |
|
|
2024
Q4 | $1.17M | Sell |
9,305
-1,251
| -12% | -$158K | 1.04% | 37 |
|
|
2024
Q3 | $1.44M | Buy |
10,556
+31
| +0.3% | +$4.23K | 1.25% | 36 |
|
|
2024
Q2 | $1.44M | Buy |
10,525
+411
| +4% | +$56.2K | 1.36% | 36 |
|
|
2024
Q1 | $1.5M | Buy |
+10,114
| New | +$1.5M | 1.48% | 27 |
|