WR Wealth Planners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $26.4K | Sell |
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|
2024
Q3 | $32.7K | Buy |
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|
2024
Q2 | $20.6K | Sell |
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|
2024
Q1 | $23.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $14.6K | Sell |
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|
2023
Q2 | $19.5K | Sell |
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|
2023
Q1 | $22.4K | Buy |
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|
2022
Q4 | $16.3K | Buy |
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|
2022
Q3 | $15.1K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $19.9K | Buy |
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