360 Financial’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
Q3 | – | Sell |
-2,311
| Closed | -$233K | – | 95 |
|
|
2025
Q2 | $233K | Hold |
2,311
| – | – | 0.07% | 74 |
|
|
2025
Q1 | $254K | Hold |
2,311
| – | – | 0.09% | 67 |
|
|
2024
Q4 | $291K | Hold |
2,311
| – | – | 0.11% | 65 |
|
|
2024
Q3 | $315K | Hold |
2,311
| – | – | 0.12% | 64 |
|
|
2024
Q2 | $316K | Hold |
2,311
| – | – | 0.12% | 67 |
|
|
2024
Q1 | $343K | Hold |
2,311
| – | – | 0.13% | 63 |
|
|
2023
Q4 | $363K | Hold |
2,311
| – | – | 0.16% | 59 |
|
|
2023
Q3 | $358K | Hold |
2,311
| – | – | 0.22% | 44 |
|
|
2023
Q2 | $414K | Sell |
2,311
-47
| -2% | -$8.35K | 0.21% | 56 |
|
|
2023
Q1 | $457K | Hold |
2,358
| – | – | 0.24% | 53 |
|
|
2022
Q4 | $381K | Hold |
2,358
| – | – | 0.25% | 49 |
|
|
2022
Q3 | $381K | Buy |
2,358
+47
| +2% | +$8.9K | 0.25% | 49 |
|
|
2022
Q2 | $434K | Sell |
2,311
-47
| -2% | -$8.57K | 0.26% | 43 |
|
|
2022
Q1 | $484K | Hold |
2,358
| – | – | 0.23% | 51 |
|
|
2021
Q4 | $505K | Sell |
2,358
-108
| -4% | -$22K | 0.23% | 46 |
|
|
2021
Q3 | $449K | Buy |
2,466
+1
| +0% | +$197 | 0.23% | 47 |
|
|
2021
Q2 | $513K | Buy |
2,465
+47
| +2% | +$9.4K | 0.27% | 47 |
|
|
2021
Q1 | $411K | Buy |
2,418
+1
| +0% | +$162 | 0.23% | 46 |
|
|
2020
Q4 | $407K | Buy |
2,417
+1
| +0% | +$169 | 0.24% | 47 |
|
|
2020
Q3 | $403K | Hold |
2,416
| – | – | 0.28% | 45 |
|
|
2020
Q2 | $276K | Buy |
2,416
+1
| +0% | +$100 | 0.23% | 53 |
|
|
2020
Q1 | $226K | Buy |
2,415
+1
| +0% | +$104 | 0.24% | 50 |
|
|
2019
Q4 | $249K | Buy |
+2,414
| New | +$286K | 0.18% | 54 |
|