Wealth Management 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 | $772K | Buy |
7,652
+1,468
| +24% | +$148K | 0.27% | 76 |
|
|
2025
Q1 | $680K | Buy |
6,184
+166
| +3% | +$18.3K | 0.32% | 64 |
|
|
2024
Q4 | $759K | Sell |
6,018
-3,461
| -37% | -$436K | 0.33% | 62 |
|
|
2024
Q3 | $1.29M | Sell |
9,479
-2,046
| -18% | -$279K | 0.6% | 36 |
|
|
2024
Q2 | $1.58M | Buy |
11,525
+1,428
| +14% | +$195K | 0.77% | 28 |
|
|
2024
Q1 | $1.5M | Buy |
10,097
+1,834
| +22% | +$273K | 0.76% | 27 |
|
|
2023
Q4 | $1.3M | Buy |
8,263
+733
| +10% | +$115K | 0.72% | 30 |
|
|
2023
Q3 | $1.17M | Buy |
7,530
+1,090
| +17% | +$170K | 0.73% | 28 |
|
|
2023
Q2 | $1.15M | Buy |
6,440
+420
| +7% | +$75.3K | 0.73% | 27 |
|
|
2023
Q1 | $1.17M | Buy |
6,020
+1,020
| +20% | +$198K | 0.82% | 26 |
|
|
2022
Q4 | $939K | Hold |
5,000
| – | – | 0.78% | 30 |
|
|
2022
Q3 | $833K | Hold |
5,000
| – | – | 0.73% | 34 |
|
|
2022
Q2 | $841K | Hold |
5,000
| – | – | 0.73% | 35 |
|
|
2022
Q1 | $1.03M | Hold |
5,000
| – | – | 0.74% | 32 |
|
|
2021
Q4 | $1.02M | Buy |
5,000
+64
| +1% | +$13K | 0.7% | 34 |
|
|
2021
Q3 | $899K | Sell |
4,936
-3
| -0.1% | -$546 | 0.67% | 39 |
|
|
2021
Q2 | $1.03M | Buy |
4,939
+56
| +1% | +$11.6K | 0.72% | 38 |
|
|
2021
Q1 | $840K | Buy |
4,883
+62
| +1% | +$10.7K | 0.63% | 44 |
|
|
2020
Q4 | $778K | Buy |
+4,821
| New | +$778K | 0.61% | 45 |
|