Waypoint Wealth Counsel’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 | $283K | Sell |
2,807
-144
| -5% | -$14.5K | 0.14% | 128 |
|
|
2025
Q1 | $325K | Buy |
2,951
+609
| +26% | +$67K | 0.2% | 69 |
|
|
2024
Q4 | $295K | Sell |
2,342
-64
| -3% | -$8.07K | 0.19% | 72 |
|
|
2024
Q3 | $328K | Buy |
2,406
+47
| +2% | +$6.41K | 0.22% | 66 |
|
|
2024
Q2 | $323K | Sell |
2,359
-41
| -2% | -$5.61K | 0.25% | 58 |
|
|
2024
Q1 | $357K | Sell |
2,400
-20
| -0.8% | -$2.97K | 0.28% | 59 |
|
|
2023
Q4 | $381K | Sell |
2,420
-308
| -11% | -$48.4K | 0.32% | 55 |
|
|
2023
Q3 | $425K | Sell |
2,728
-35
| -1% | -$5.46K | 0.4% | 47 |
|
|
2023
Q2 | $495K | Buy |
2,763
+26
| +0.9% | +$4.66K | 0.44% | 43 |
|
|
2023
Q1 | $531K | Buy |
2,737
+50
| +2% | +$9.7K | 0.41% | 49 |
|
|
2022
Q4 | $467K | Buy |
+2,687
| New | +$467K | 0.38% | 53 |
|