Wolff Financial Management’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 | $763K | Buy |
7,554
+16
| +0.2% | +$1.62K | 0.2% | 52 |
|
|
2025
Q1 | $829K | Buy |
7,538
+6
| +0.1% | +$660 | 0.23% | 47 |
|
|
2024
Q4 | $950K | Buy |
7,532
+6
| +0.1% | +$757 | 0.26% | 40 |
|
|
2024
Q3 | $1.03M | Buy |
+7,526
| New | +$1.03M | 0.28% | 39 |
|
|
2024
Q2 | – | Sell |
-7,515
| Closed | -$1.12M | – | 82 |
|
|
2024
Q1 | $1.12M | Sell |
7,515
-101
| -1% | -$15K | 0.33% | 38 |
|
|
2023
Q4 | $1.2M | Buy |
7,616
+2,213
| +41% | +$348K | 0.37% | 37 |
|
|
2023
Q3 | $842K | Buy |
+5,403
| New | +$842K | 0.29% | 44 |
|
|
2023
Q2 | – | Sell |
-5,391
| Closed | -$1.05M | – | 86 |
|
|
2023
Q1 | $1.05M | Buy |
5,391
+5
| +0.1% | +$970 | 0.36% | 43 |
|
|
2022
Q4 | $936K | Buy |
5,386
+6
| +0.1% | +$1.04K | 0.35% | 45 |
|
|
2022
Q3 | $869K | Buy |
5,380
+3
| +0.1% | +$485 | 0.4% | 47 |
|
|
2022
Q2 | $981K | Buy |
5,377
+5
| +0.1% | +$912 | 0.44% | 43 |
|
|
2022
Q1 | $1.15M | Buy |
5,372
+4
| +0.1% | +$858 | 0.46% | 43 |
|
|
2021
Q4 | $1.15M | Buy |
+5,368
| New | +$1.15M | 0.44% | 42 |
|
|
2021
Q1 | $924K | Sell |
5,437
-17
| -0.3% | -$2.89K | 0.42% | 43 |
|
|
2020
Q4 | $919K | Buy |
5,454
+3
| +0.1% | +$506 | 0.48% | 37 |
|
|
2020
Q3 | $908K | Sell |
5,451
-29
| -0.5% | -$4.83K | 0.54% | 37 |
|
|
2020
Q2 | $609K | Buy |
5,480
+6
| +0.1% | +$667 | 0.39% | 49 |
|
|
2020
Q1 | $511K | Buy |
+5,474
| New | +$511K | 0.39% | 49 |
|