WealthShield 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 | $361K | Sell |
3,579
-372
| -9% | -$37.6K | 0.04% | 261 |
|
|
2025
Q1 | $435K | Buy |
3,951
+1,277
| +48% | +$140K | 0.06% | 232 |
|
|
2024
Q4 | $337K | Sell |
2,674
-839
| -24% | -$106K | 0.05% | 235 |
|
|
2024
Q3 | $479K | Buy |
3,513
+1,258
| +56% | +$172K | 0.06% | 215 |
|
|
2024
Q2 | $309K | Buy |
2,255
+187
| +9% | +$25.6K | 0.05% | 237 |
|
|
2024
Q1 | $307K | Sell |
2,068
-855
| -29% | -$127K | 0.05% | 234 |
|
|
2023
Q4 | $460K | Buy |
2,923
+186
| +7% | +$29.2K | 0.08% | 206 |
|
|
2023
Q3 | $427K | Hold |
2,737
| – | – | 0.06% | 218 |
|
|
2023
Q2 | $491K | Sell |
2,737
-18
| -0.7% | -$3.23K | 0.07% | 207 |
|
|
2023
Q1 | $534K | Sell |
2,755
-168
| -6% | -$32.6K | 0.09% | 199 |
|
|
2022
Q4 | $508K | Buy |
2,923
+15
| +0.5% | +$2.61K | 0.1% | 191 |
|
|
2022
Q3 | $470K | Buy |
2,908
+3
| +0.1% | +$485 | 0.09% | 200 |
|
|
2022
Q2 | $530K | Buy |
2,905
+3
| +0.1% | +$547 | 0.11% | 191 |
|
|
2022
Q1 | $622K | Buy |
2,902
+356
| +14% | +$76.3K | 0.1% | 206 |
|
|
2021
Q4 | $546K | Buy |
2,546
+672
| +36% | +$144K | 0.09% | 183 |
|
|
2021
Q3 | $342K | Sell |
1,874
-196
| -9% | -$35.8K | 0.09% | 179 |
|
|
2021
Q2 | $430K | Buy |
2,070
+18
| +0.9% | +$3.74K | 0.07% | 172 |
|
|
2021
Q1 | $349K | Sell |
2,052
-282
| -12% | -$48K | 0.06% | 186 |
|
|
2020
Q4 | $394K | Buy |
2,334
+409
| +21% | +$69K | 0.07% | 203 |
|
|
2020
Q3 | $321K | Sell |
1,925
-166
| -8% | -$27.7K | 0.11% | 184 |
|
|
2020
Q2 | $232K | Buy |
+2,091
| New | +$232K | 0.11% | 185 |
|