White Knight Strategic Wealth Advisors’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
$469K Buy
4,647
+705
+18% +$71.2K 0.4% 51
2025
Q1
$434K Sell
3,942
-5,552
-58% -$611K 0.4% 50
2024
Q4
$1.2M Buy
9,494
+4,762
+101% +$600K 0.5% 39
2024
Q3
$645K Buy
4,732
+2,692
+132% +$367K 0.59% 40
2024
Q2
$279K Buy
+2,040
New +$279K 0.28% 63