Wealth Management Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $659K | Sell |
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|
2025
Q3 | $677K | Buy |
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|
2025
Q2 | $772K | Buy |
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|
2025
Q1 | $680K | Buy |
|
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|
2024
Q4 | $759K | Sell |
|
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $1.5M | Buy |
|
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $1.17M | Buy |
|
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $939K | Hold |
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|
2022
Q3 | $833K | Hold |
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|
2022
Q2 | $841K | Hold |
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|
2022
Q1 | $1.03M | Hold |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $899K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $840K | Buy |
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|
2020
Q4 | $778K | Buy |
|