ViaWealth’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 | – | Sell |
-2,626
| Closed | -$289K | – | 153 |
|
|
2025
Q1 | $289K | Sell |
2,626
-550
| -17% | -$60.5K | 0.18% | 130 |
|
|
2024
Q4 | $400K | Sell |
3,176
-346
| -10% | -$43.6K | 0.24% | 115 |
|
|
2024
Q3 | $480K | Hold |
3,522
| – | – | 0.28% | 108 |
|
|
2024
Q2 | $482K | Buy |
3,522
+213
| +6% | +$29.1K | 0.3% | 103 |
|
|
2024
Q1 | $492K | Hold |
3,309
| – | – | 0.31% | 103 |
|
|
2023
Q4 | $520K | Hold |
3,309
| – | – | 0.36% | 95 |
|
|
2023
Q3 | $516K | Buy |
3,309
+1
| +0% | +$156 | 0.38% | 88 |
|
|
2023
Q2 | $593K | Hold |
3,308
| – | – | 0.44% | 76 |
|
|
2023
Q1 | $642K | Hold |
3,308
| – | – | 0.51% | 67 |
|
|
2022
Q4 | $601K | Buy |
+3,308
| New | +$601K | 0.49% | 74 |
|