Wealth 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
Q1 | – | Sell |
-7,006
| Closed | -$884K | – | 168 |
|
|
2024
Q4 | $884K | Buy |
7,006
+21
| +0.3% | +$2.65K | 0.57% | 42 |
|
|
2024
Q3 | $952K | Sell |
6,985
-865
| -11% | -$118K | 0.64% | 41 |
|
|
2024
Q2 | $1.07M | Sell |
7,850
-391
| -5% | -$53.5K | 0.77% | 32 |
|
|
2024
Q1 | $1.23M | Buy |
+8,241
| New | +$1.23M | 0.92% | 26 |
|