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 |
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|
2024
Q4 | $2.03M | Sell |
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|
2024
Q3 | $2.27M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.39M | Sell |
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|
2022
Q1 | $1.81M | Sell |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $973K | Sell |
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|
2020
Q2 | $650K | Buy |
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|
2020
Q1 | $457K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $411K | Buy |
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