WealthCare Investment 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
Q1 | – | Sell |
-1,643
| Closed | -$204K | – | 154 |
|
|
2024
Q4 | $204K | Buy |
1,643
+74
| +5% | +$9.17K | 0.09% | 141 |
|
|
2024
Q3 | $206K | Sell |
1,569
-87
| -5% | -$11.4K | 0.09% | 137 |
|
|
2024
Q2 | $227K | Buy |
1,656
+15
| +0.9% | +$2.05K | 0.11% | 128 |
|
|
2024
Q1 | $244K | Buy |
+1,641
| New | +$244K | 0.12% | 121 |
|
|
2023
Q2 | – | Sell |
-1,036
| Closed | -$201K | – | 132 |
|
|
2023
Q1 | $201K | Buy |
+1,036
| New | +$201K | 0.12% | 123 |
|
|
2022
Q1 | – | Sell |
-3,012
| Closed | -$646K | – | 111 |
|
|
2021
Q4 | $646K | Buy |
+3,012
| New | +$646K | 0.62% | 42 |
|