WealthPLAN 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 |
-1,807
| Closed | -$228K | – | 259 |
|
|
2024
Q4 | $228K | Buy |
1,807
+193
| +12% | +$24.3K | 0.03% | 228 |
|
|
2024
Q3 | $220K | Sell |
1,614
-39
| -2% | -$5.32K | 0.03% | 244 |
|
|
2024
Q2 | $226K | Buy |
1,653
+18
| +1% | +$2.46K | 0.02% | 282 |
|
|
2024
Q1 | $243K | Sell |
1,635
-34
| -2% | -$5.06K | 0.03% | 279 |
|
|
2023
Q4 | $262K | Sell |
1,669
-350
| -17% | -$55K | 0.03% | 280 |
|
|
2023
Q3 | $315K | Buy |
2,019
+683
| +51% | +$106K | 0.04% | 258 |
|
|
2023
Q2 | $239K | Sell |
1,336
-22
| -2% | -$3.94K | 0.03% | 268 |
|
|
2023
Q1 | $263K | Sell |
1,358
-577
| -30% | -$112K | 0.03% | 268 |
|
|
2022
Q4 | $361K | Buy |
+1,935
| New | +$361K | 0.03% | 290 |
|
|
2022
Q1 | $290K | Buy |
1,616
+263
| +19% | +$47.2K | 0.02% | 321 |
|
|
2021
Q4 | $273K | Buy |
1,353
+177
| +15% | +$35.7K | 0.02% | 329 |
|
|
2021
Q3 | $242K | Buy |
+1,176
| New | +$242K | 0.02% | 339 |
|
|
2021
Q2 | – | Sell |
-1,014
| Closed | -$217K | – | 364 |
|
|
2021
Q1 | $217K | Sell |
1,014
-222
| -18% | -$47.5K | 0.02% | 307 |
|
|
2020
Q4 | $200K | Buy |
+1,236
| New | +$200K | 0.02% | 315 |
|
|
2017
Q2 | – | Sell |
-129
| Closed | -$13.8K | – | 411 |
|
|
2017
Q1 | $13.8K | Buy |
+129
| New | +$13.8K | 0.05% | 225 |
|
|
2016
Q3 | $91.1K | Sell |
839
-819
| -49% | -$88.9K | 0.03% | 240 |
|
|
2016
Q2 | $90.5K | Buy |
+1,658
| New | +$90.5K | 0.01% | 649 |
|
|
2015
Q4 | $6.74K | Buy |
+70
| New | +$6.74K | ﹤0.01% | 1263 |
|