WT Wealth Management’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
2025 Q1	–	Sell	-16,119	Closed	-$2.03M	–	145
2024 Q4	$2.03M	Sell	16,119 -566	-3%	-$74.5K	0.64%	52
2024 Q3	$2.27M	Buy	16,685 +3,175	+24%	+$417K	0.72%	46
2024 Q2	$1.85M	Buy	13,510 +86	+0.6%	+$12.3K	0.63%	52
2024 Q1	$2M	Buy	13,424 +1,488	+12%	+$226K	0.71%	47
2023 Q4	$1.88M	Buy	11,936 +3,189	+36%	+$482K	0.74%	45
2023 Q3	$1.36M	Buy	8,747 +1,720	+24%	+$297K	0.58%	42
2023 Q2	$1.26M	Buy	7,027 +246	+4%	+$43.7K	0.52%	53
2023 Q1	$1.32M	Sell	6,781 -743	-10%	-$136K	0.57%	48
2022 Q4	$1.31M	Buy	7,524 +335	+5%	+$58K	0.64%	50
2022 Q3	$1.16M	Sell	7,189 -426	-6%	-$80.7K	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%	-$207K	0.69%	42
2021 Q4	$2.02M	Buy	9,399 +227	+2%	+$46.2K	0.74%	45
2021 Q3	$1.67M	Buy	9,172 +1,703	+23%	+$336K	0.64%	49
2021 Q2	$1.55M	Sell	7,469 -771	-9%	-$154K	0.63%	50
2021 Q1	$1.4M	Buy	8,240 +549	+7%	+$88.8K	0.65%	47
2020 Q4	$1.29M	Buy	7,691 +1,849	+32%	+$312K	0.71%	53
2020 Q3	$973K	Sell	5,842 -13	-0.2%	-$1.89K	0.64%	44
2020 Q2	$650K	Buy	5,855 +954	+19%	+$95.2K	0.52%	48
2020 Q1	$457K	Buy	+4,901	New	+$508K	0.48%	45
2019 Q4	–	Sell	-3,430	Closed	-$411K	–	95
2019 Q3	$411K	Buy	+3,430	New	+$392K	0.36%	54