Valued Wealth Advisors’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 | $14.9K | Sell |
148
-66
| -31% | -$6.67K | 0.01% | 175 |
|
|
2025
Q1 | $23.6K | Sell |
214
-180
| -46% | -$19.8K | 0.01% | 140 |
|
|
2024
Q4 | $49.7K | Buy |
394
+55
| +16% | +$6.94K | 0.03% | 87 |
|
|
2024
Q3 | $46.2K | Sell |
339
-44
| -11% | -$6K | 0.03% | 85 |
|
|
2024
Q2 | $52.4K | Sell |
383
-18
| -4% | -$2.46K | 0.04% | 70 |
|
|
2024
Q1 | $59.6K | Buy |
401
+49
| +14% | +$7.28K | 0.04% | 63 |
|
|
2023
Q4 | $54.8K | Buy |
+352
| New | +$54.8K | 0.05% | 44 |
|