Vermillion & White Wealth Management Group’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 | $29.1K | Sell |
288
-10,197
| -97% | -$1.03M | 0.02% | 213 |
|
|
2025
Q1 | $1.15M | Hold |
10,485
| – | – | 0.83% | 18 |
|
|
2024
Q4 | $1.32M | Sell |
10,485
-3
| -0% | -$378 | 0.97% | 24 |
|
|
2024
Q3 | $1.43M | Sell |
10,488
-3,579
| -25% | -$488K | 1.06% | 21 |
|
|
2024
Q2 | $1.93M | Sell |
14,067
-1
| -0% | -$137 | 1.45% | 17 |
|
|
2024
Q1 | $2.09M | Buy |
14,068
+3,581
| +34% | +$532K | 1.67% | 15 |
|
|
2023
Q4 | $1.65M | Buy |
+10,487
| New | +$1.65M | 1.6% | 15 |
|