Waterfront Wealth’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 | $4.15M | Buy |
41,066
+10
| +0% | +$1.01K | 0.93% | 25 |
|
|
2025
Q1 | $4.52M | Sell |
41,056
-8
| -0% | -$880 | 1.1% | 19 |
|
|
2024
Q4 | $5.18M | Sell |
41,064
-579
| -1% | -$73K | 1.26% | 16 |
|
|
2024
Q3 | $5.66M | Sell |
41,643
-42
| -0.1% | -$5.71K | 1.39% | 15 |
|
|
2024
Q2 | $5.7M | Sell |
41,685
-16
| -0% | -$2.19K | 1.55% | 11 |
|
|
2024
Q1 | $6.13M | Sell |
41,701
-44
| -0.1% | -$6.46K | 1.71% | 10 |
|
|
2023
Q4 | $6.56M | Sell |
41,745
-6
| -0% | -$943 | 1.94% | 7 |
|
|
2023
Q3 | $6.2M | Buy |
41,751
+25
| +0.1% | +$3.71K | 2.03% | 6 |
|
|
2023
Q2 | $7.65M | Sell |
41,726
-31
| -0.1% | -$5.68K | 2.27% | 5 |
|
|
2023
Q1 | $8.1M | Buy |
41,757
+4
| +0% | +$776 | 2.65% | 3 |
|
|
2022
Q4 | $7.6M | Buy |
41,753
+10
| +0% | +$1.82K | 2.61% | 3 |
|
|
2022
Q3 | $7.09M | Buy |
41,743
+4
| +0% | +$679 | 2.7% | 4 |
|
|
2022
Q2 | $7.62M | Buy |
41,739
+486
| +1% | +$88.7K | 3.08% | 3 |
|
|
2022
Q1 | $7.72M | Buy |
41,253
+4
| +0% | +$749 | 2.73% | 4 |
|
|
2021
Q4 | $8.84M | Buy |
41,249
+26
| +0.1% | +$5.57K | 3.5% | 3 |
|
|
2021
Q3 | $7.51M | Buy |
41,223
+176
| +0.4% | +$32.1K | 3.63% | 4 |
|
|
2021
Q2 | $8.54M | Sell |
41,047
-432
| -1% | -$89.8K | 4.04% | 3 |
|
|
2021
Q1 | $7.11M | Buy |
41,479
+3
| +0% | +$514 | 3.57% | 4 |
|
|
2020
Q4 | $6.99M | Buy |
+41,476
| New | +$6.99M | 4.95% | 3 |
|