WWM
WT Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,119
| Closed | -$2.03M | – | 145 |
|
|
2024
Q4 | $2.03M | Sell |
16,119
-566
| -3% | -$71.4K | 0.64% | 52 |
|
|
2024
Q3 | $2.27M | Buy |
16,685
+3,175
| +24% | +$432K | 0.72% | 46 |
|
|
2024
Q2 | $1.85M | Buy |
13,510
+86
| +0.6% | +$11.8K | 0.63% | 52 |
|
|
2024
Q1 | $2M | Buy |
13,424
+1,488
| +12% | +$221K | 0.71% | 47 |
|
|
2023
Q4 | $1.88M | Buy |
11,936
+3,189
| +36% | +$501K | 0.74% | 45 |
|
|
2023
Q3 | $1.36M | Buy |
8,747
+1,720
| +24% | +$268K | 0.58% | 42 |
|
|
2023
Q2 | $1.26M | Buy |
7,027
+246
| +4% | +$44.1K | 0.52% | 53 |
|
|
2023
Q1 | $1.32M | Sell |
6,781
-743
| -10% | -$144K | 0.57% | 48 |
|
|
2022
Q4 | $1.31M | Buy |
7,524
+335
| +5% | +$58.2K | 0.64% | 50 |
|
|
2022
Q3 | $1.16M | Sell |
7,189
-426
| -6% | -$68.8K | 0.58% | 55 |
|
|
2022
Q2 | $1.39M | Sell |
7,615
-812
| -10% | -$148K | 0.69% | 44 |
|
|
2022
Q1 | $1.81M | Sell |
8,427
-972
| -10% | -$208K | 0.69% | 42 |
|
|
2021
Q4 | $2.02M | Buy |
9,399
+227
| +2% | +$48.7K | 0.74% | 45 |
|
|
2021
Q3 | $1.67M | Buy |
9,172
+1,703
| +23% | +$310K | 0.64% | 49 |
|
|
2021
Q2 | $1.55M | Sell |
7,469
-771
| -9% | -$160K | 0.63% | 50 |
|
|
2021
Q1 | $1.4M | Buy |
8,240
+549
| +7% | +$93.3K | 0.65% | 47 |
|
|
2020
Q4 | $1.3M | Buy |
7,691
+1,849
| +32% | +$311K | 0.71% | 53 |
|
|
2020
Q3 | $973K | Sell |
5,842
-13
| -0.2% | -$2.17K | 0.64% | 44 |
|
|
2020
Q2 | $650K | Buy |
5,855
+954
| +19% | +$106K | 0.52% | 48 |
|
|
2020
Q1 | $457K | Buy |
+4,901
| New | +$457K | 0.48% | 45 |
|
|
2019
Q4 | – | Sell |
-3,430
| Closed | -$411K | – | 95 |
|
|
2019
Q3 | $411K | Buy |
+3,430
| New | +$411K | 0.36% | 54 |
|