Wedmont Private Capital’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 | $391K | Sell |
3,825
-105
| -3% | -$10.7K | 0.02% | 493 |
|
|
2025
Q1 | $382K | Buy |
3,930
+797
| +25% | +$77.4K | 0.02% | 447 |
|
|
2024
Q4 | $386K | Buy |
3,133
+726
| +30% | +$89.5K | 0.02% | 463 |
|
|
2024
Q3 | $316K | Buy |
2,407
+338
| +16% | +$44.3K | 0.02% | 499 |
|
|
2024
Q2 | $294K | Sell |
2,069
-758
| -27% | -$108K | 0.02% | 500 |
|
|
2024
Q1 | $426K | Buy |
2,827
+265
| +10% | +$39.9K | 0.03% | 364 |
|
|
2023
Q4 | $410K | Buy |
2,562
+9
| +0.4% | +$1.44K | 0.03% | 357 |
|
|
2023
Q3 | $394K | Sell |
2,553
-1,147
| -31% | -$177K | 0.04% | 308 |
|
|
2023
Q2 | $685K | Sell |
3,700
-52
| -1% | -$9.63K | 0.07% | 183 |
|
|
2023
Q1 | $714K | Buy |
3,752
+651
| +21% | +$124K | 0.09% | 156 |
|
|
2022
Q4 | $555K | Sell |
3,101
-141
| -4% | -$25.2K | 0.08% | 186 |
|
|
2022
Q3 | $524K | Sell |
3,242
-211
| -6% | -$34.1K | 0.11% | 155 |
|
|
2022
Q2 | $630K | Buy |
3,453
+595
| +21% | +$109K | 0.14% | 119 |
|
|
2022
Q1 | $586K | Buy |
2,858
+889
| +45% | +$182K | 0.13% | 124 |
|
|
2021
Q4 | $414K | Buy |
+1,969
| New | +$414K | 0.13% | 130 |
|