Allegheny Financial Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
2,396
+5
| +0.2% | +$505 | 0.05% | 213 |
|
|
2025
Q1 | $263K | Sell |
2,391
-18
| -0.7% | -$1.98K | 0.07% | 187 |
|
|
2024
Q4 | $304K | Sell |
2,409
-37
| -2% | -$4.67K | 0.08% | 179 |
|
|
2024
Q3 | $333K | Buy |
2,446
+25
| +1% | +$3.41K | 0.08% | 182 |
|
|
2024
Q2 | $331K | Sell |
2,421
-9
| -0.4% | -$1.23K | 0.1% | 165 |
|
|
2024
Q1 | $361K | Buy |
2,430
+2
| +0.1% | +$297 | 0.11% | 144 |
|
|
2023
Q4 | $382K | Buy |
2,428
+2
| +0.1% | +$314 | 0.12% | 140 |
|
|
2023
Q3 | $378K | Buy |
+2,426
| New | +$378K | 0.14% | 131 |
|