Wealth Management Associates’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 |
-2,395
| Closed | -$302K | – | 222 |
|
|
2024
Q4 | $302K | Buy |
2,395
+7
| +0.3% | +$883 | 0.13% | 153 |
|
|
2024
Q3 | $326K | Buy |
2,388
+779
| +48% | +$106K | 0.14% | 141 |
|
|
2024
Q2 | $220K | Hold |
1,609
| – | – | 0.1% | 178 |
|
|
2024
Q1 | $220K | Sell |
1,609
-253
| -14% | -$34.6K | 0.1% | 178 |
|
|
2023
Q4 | $293K | Buy |
1,862
+4
| +0.2% | +$629 | 0.15% | 142 |
|
|
2023
Q3 | $290K | Sell |
1,858
-52
| -3% | -$8.11K | 0.17% | 132 |
|
|
2023
Q2 | $342K | Sell |
1,910
-55
| -3% | -$9.86K | 0.19% | 106 |
|
|
2023
Q1 | $381K | Sell |
1,965
-100
| -5% | -$19.4K | 0.24% | 97 |
|
|
2022
Q4 | $359K | Buy |
2,065
+207
| +11% | +$36K | 0.24% | 99 |
|
|
2022
Q3 | $300K | Buy |
1,858
+120
| +7% | +$19.4K | 0.21% | 125 |
|
|
2022
Q2 | $317K | Buy |
1,738
+68
| +4% | +$12.4K | 0.22% | 122 |
|
|
2022
Q1 | $358K | Buy |
1,670
+3
| +0.2% | +$644 | 0.2% | 124 |
|
|
2021
Q4 | $357K | Buy |
1,667
+350
| +27% | +$75K | 0.19% | 135 |
|
|
2021
Q3 | $240K | Buy |
1,317
+32
| +2% | +$5.83K | 0.14% | 164 |
|
|
2021
Q2 | $267K | Buy |
1,285
+36
| +3% | +$7.49K | 0.15% | 158 |
|
|
2021
Q1 | $212K | Sell |
1,249
-103
| -8% | -$17.5K | 0.13% | 173 |
|
|
2020
Q4 | $228K | Buy |
1,352
+2
| +0.1% | +$337 | 0.15% | 156 |
|
|
2020
Q3 | $225K | Buy |
+1,350
| New | +$225K | 0.17% | 143 |
|