Wallace Advisory 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 | $507K | Buy |
4,614
+770
| +20% | +$84.7K | 0.37% | 79 |
|
|
2025
Q1 | $485K | Sell |
3,844
-207
| -5% | -$26.1K | 0.34% | 89 |
|
|
2024
Q4 | $552K | Buy |
4,051
+582
| +17% | +$79.4K | 0.38% | 69 |
|
|
2024
Q3 | $475K | Hold |
3,469
| – | – | 0.35% | 73 |
|
|
2024
Q2 | $475K | Buy |
3,469
+2,140
| +161% | +$293K | 0.34% | 76 |
|
|
2024
Q1 | $209K | Sell |
1,329
-1,744
| -57% | -$274K | 0.16% | 160 |
|
|
2023
Q4 | $479K | Sell |
3,073
-157
| -5% | -$24.5K | 0.38% | 66 |
|
|
2023
Q3 | $579K | Buy |
3,230
+182
| +6% | +$32.6K | 0.42% | 53 |
|
|
2023
Q2 | $591K | Hold |
3,048
| – | – | 0.45% | 50 |
|
|
2023
Q1 | $591K | Buy |
3,048
+64
| +2% | +$12.4K | 0.45% | 50 |
|
|
2022
Q4 | $519K | Buy |
+2,984
| New | +$519K | 0.41% | 59 |
|