Waller Financial Planning 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 | $1.37M | Hold |
13,594
| – | – | 0.33% | 32 |
|
|
2025
Q1 | $1.5M | Hold |
13,594
| – | – | 0.42% | 29 |
|
|
2024
Q4 | $1.71M | Hold |
13,594
| – | – | 0.43% | 29 |
|
|
2024
Q3 | $1.85M | Hold |
13,594
| – | – | 0.46% | 31 |
|
|
2024
Q2 | $1.86M | Hold |
13,594
| – | – | 0.5% | 31 |
|
|
2024
Q1 | $2.02M | Hold |
13,594
| – | – | 0.54% | 31 |
|
|
2023
Q4 | $2.14M | Hold |
13,594
| – | – | 0.56% | 31 |
|
|
2023
Q3 | $2.12M | Hold |
13,594
| – | – | 0.62% | 31 |
|
|
2023
Q2 | $2.44M | Hold |
13,594
| – | – | 0.67% | 31 |
|
|
2023
Q1 | $2.64M | Hold |
13,594
| – | – | 0.75% | 30 |
|
|
2022
Q4 | $2.36M | Hold |
13,594
| – | – | 0.69% | 28 |
|
|
2022
Q3 | $2.2M | Hold |
13,594
| – | – | 0.67% | 28 |
|
|
2022
Q2 | $2.48M | Hold |
13,594
| – | – | 0.73% | 28 |
|
|
2022
Q1 | $2.92M | Sell |
13,594
-721
| -5% | -$155K | 0.77% | 23 |
|
|
2021
Q4 | $3.07M | Sell |
14,315
-400
| -3% | -$85.7K | 0.77% | 23 |
|
|
2021
Q3 | $2.68M | Hold |
14,715
| – | – | 0.71% | 23 |
|
|
2021
Q2 | $3.06M | Buy |
+14,715
| New | +$3.06M | 0.82% | 23 |
|
|
2020
Q3 | – | Sell |
-4,181
| Closed | -$465K | – | 47 |
|
|
2020
Q2 | $465K | Buy |
+4,181
| New | +$465K | 0.18% | 38 |
|