AIM
Access Investment Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Buy |
+7,840
| New | +$791K | 0.23% | 55 |
|
|
2024
Q4 | $846K | Sell |
6,710
-585
| -8% | -$73.8K | 0.25% | 58 |
|
|
2024
Q3 | $995K | Buy |
7,295
+725
| +11% | +$98.8K | 0.3% | 57 |
|
|
2024
Q2 | $899K | Buy |
6,570
+1,470
| +29% | +$201K | 0.29% | 54 |
|
|
2024
Q1 | $758K | Hold |
5,100
| – | – | 0.25% | 60 |
|
|
2023
Q4 | $802K | Buy |
+5,100
| New | +$802K | 0.3% | 48 |
|