Ownership history in FULLCIRCLE WEALTH LLC · 6 quarters on record
This page tracks every 13F SEC filing in which FULLCIRCLE WEALTH LLC reported a position in UNITED PARCEL SERVICE INC (UPS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 89,272 | -2,910 | -3.2% | 2.93% | $8.3M | $80.97 |
| 2025 Q2 | ADDED | 92,182 | +3,259 | +3.7% | 2.92% | $7.8M | $96.04 |
| 2025 Q1 | REDUCED | 88,923 | -10,549 | -10.6% | 3.55% | $8.6M | $102.95 |
| 2024 Q4 | REDUCED | 99,472 | -2,805 | -2.7% | 4.71% | $11.5M | $116.37 |
| 2024 Q3 | REDUCED | 102,277 | -7,013 | -6.4% | 6.21% | $13.8M | $124.29 |
| 2024 Q2 | INITIATED | 109,290 | — | — | 6.89% | $14.0M | — |
As of 2025 Q4 — sorted by position size