Virginia 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 | – | Sell |
-21,985
| Closed | -$2.42M | – | 51 |
|
|
2025
Q1 | $2.42M | Buy |
21,985
+1,248
| +6% | +$137K | 1.49% | 36 |
|
|
2024
Q4 | $2.61M | Buy |
20,737
+1,235
| +6% | +$156K | 1.62% | 33 |
|
|
2024
Q3 | $2.66M | Buy |
19,502
+5,634
| +41% | +$768K | 1.67% | 35 |
|
|
2024
Q2 | $1.9M | Sell |
13,868
-22
| -0.2% | -$3.01K | 1.56% | 31 |
|
|
2024
Q1 | $2.06M | Buy |
13,890
+770
| +6% | +$114K | 1.69% | 31 |
|
|
2023
Q4 | $2.06M | Sell |
13,120
-7,565
| -37% | -$1.19M | 1.8% | 29 |
|
|
2023
Q3 | $3.22M | Buy |
20,685
+194
| +0.9% | +$30.2K | 2.18% | 22 |
|
|
2023
Q2 | $3.67M | Sell |
20,491
-67
| -0.3% | -$12K | 2.52% | 14 |
|
|
2023
Q1 | $3.99M | Buy |
20,558
+621
| +3% | +$120K | 2.74% | 7 |
|
|
2022
Q4 | $3.47M | Sell |
19,937
-516
| -3% | -$89.7K | 2.4% | 14 |
|
|
2022
Q3 | $3.3M | Buy |
20,453
+6,320
| +45% | +$1.02M | 2.47% | 9 |
|
|
2022
Q2 | $2.58M | Buy |
14,133
+334
| +2% | +$61K | 2.48% | 13 |
|
|
2022
Q1 | $2.63M | Buy |
13,799
+432
| +3% | +$82.4K | 2.35% | 17 |
|
|
2021
Q4 | $2.87M | Buy |
+13,367
| New | +$2.87M | 2.58% | 10 |
|