Waypoint Wealth Partners’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 | $8.26M | Hold |
81,858
| – | – | 2.01% | 7 |
|
|
2025
Q1 | $9M | Hold |
81,858
| – | – | 2.49% | 6 |
|
|
2024
Q4 | $10.3M | Hold |
81,858
| – | – | 2.82% | 6 |
|
|
2024
Q3 | $11.2M | Hold |
81,858
| – | – | 2.96% | 6 |
|
|
2024
Q2 | $11.2M | Hold |
81,858
| – | – | 3.27% | 5 |
|
|
2024
Q1 | $12.2M | Hold |
81,858
| – | – | 3.46% | 6 |
|
|
2023
Q4 | $12.9M | Hold |
81,858
| – | – | 3.99% | 5 |
|
|
2023
Q3 | $12.8M | Hold |
81,858
| – | – | 4.43% | 5 |
|
|
2023
Q2 | $14.7M | Hold |
81,858
| – | – | 5.02% | 5 |
|
|
2023
Q1 | $15.9M | Hold |
81,858
| – | – | 5.66% | 5 |
|
|
2022
Q4 | $14.2M | Sell |
81,858
-7
| -0% | -$1.22K | 5.6% | 5 |
|
|
2022
Q3 | $13.2M | Buy |
81,865
+4
| +0% | +$646 | 5.58% | 5 |
|
|
2022
Q2 | $14.9M | Sell |
81,861
-4
| -0% | -$730 | 5.73% | 5 |
|
|
2022
Q1 | $17.6M | Buy |
81,865
+7
| +0% | +$1.5K | 6.42% | 5 |
|
|
2021
Q4 | $17.5M | Hold |
81,858
| – | – | 6% | 5 |
|
|
2021
Q3 | $14.9M | Hold |
81,858
| – | – | 5.58% | 6 |
|
|
2021
Q2 | $17M | Hold |
81,858
| – | – | 6.6% | 6 |
|
|
2021
Q1 | $13.9M | Hold |
81,858
| – | – | 10.13% | 4 |
|
|
2020
Q4 | $13.8M | Buy |
+81,858
| New | +$13.8M | 10.81% | 4 |
|