XWM
Xcel Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
4,424
-8,048
| -65% | -$812K | 0.13% | 95 |
|
|
2025
Q1 | $1.37M | Buy |
12,472
+180
| +1% | +$19.8K | 0.43% | 51 |
|
|
2024
Q4 | $1.55M | Sell |
12,292
-117
| -0.9% | -$14.8K | 0.43% | 45 |
|
|
2024
Q3 | $1.69M | Buy |
12,409
+9,013
| +265% | +$1.23M | 0.49% | 45 |
|
|
2024
Q2 | $465K | Sell |
3,396
-75
| -2% | -$10.3K | 0.15% | 83 |
|
|
2024
Q1 | $516K | Sell |
3,471
-675
| -16% | -$100K | 0.16% | 81 |
|
|
2023
Q4 | $652K | Sell |
4,146
-785
| -16% | -$123K | 0.23% | 70 |
|
|
2023
Q3 | $769K | Sell |
4,931
-602
| -11% | -$93.8K | 0.3% | 62 |
|
|
2023
Q2 | $992K | Buy |
5,533
+300
| +6% | +$53.8K | 0.31% | 63 |
|
|
2023
Q1 | $1.02M | Sell |
5,233
-74
| -1% | -$14.4K | 0.36% | 57 |
|
|
2022
Q4 | $923K | Buy |
5,307
+18
| +0.3% | +$3.13K | 0.36% | 56 |
|
|
2022
Q3 | $854K | Hold |
5,289
| – | – | 0.32% | 59 |
|
|
2022
Q2 | $965K | Sell |
5,289
-20,450
| -79% | -$3.73M | 0.35% | 57 |
|
|
2022
Q1 | $5.52M | Sell |
25,739
-12,845
| -33% | -$2.75M | 1.51% | 20 |
|
|
2021
Q4 | $8.27M | Sell |
38,584
-765
| -2% | -$164K | 2.13% | 13 |
|
|
2021
Q3 | $7.17M | Buy |
39,349
+2,726
| +7% | +$496K | 2.08% | 14 |
|
|
2021
Q2 | $7.62M | Sell |
36,623
-285
| -0.8% | -$59.3K | 2.3% | 14 |
|
|
2021
Q1 | $6.27M | Buy |
36,908
+5,550
| +18% | +$943K | 2.24% | 13 |
|
|
2020
Q4 | $5.28M | Buy |
31,358
+4,625
| +17% | +$779K | 2.28% | 13 |
|
|
2020
Q3 | $4.45M | Sell |
26,733
-275
| -1% | -$45.8K | 2.29% | 13 |
|
|
2020
Q2 | $3M | Buy |
+27,008
| New | +$3M | 1.86% | 18 |
|