Waterfront Wealth’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.15M Buy
2025
Q1
$4.52M Sell
2024
Q4
$5.18M Sell
2024
Q3
$5.66M Sell
2024
Q2
$5.7M Sell
2024
Q1
$6.13M Sell
2023
Q4
$6.56M Sell
2023
Q3
$6.2M Buy
2023
Q2
$7.65M Sell
2023
Q1
$8.1M Buy
2022
Q4
$7.6M Buy
2022
Q3
$7.09M Buy
2022
Q2
$7.62M Buy
2022
Q1
$7.72M Buy
2021
Q4
$8.84M Buy
2021
Q3
$7.51M Buy
2021
Q2
$8.54M Sell
2021
Q1
$7.11M Buy
2020
Q4
$6.99M Buy