Alpha Family Trust’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
Q1 | – | Sell |
-1,995
| Closed | -$252K | – | 185 |
|
|
2024
Q4 | $252K | Buy |
+1,995
| New | +$252K | 0.14% | 122 |
|
|
2023
Q4 | – | Sell |
-1,840
| Closed | -$287K | – | 157 |
|
|
2023
Q3 | $287K | Buy |
1,840
+375
| +26% | +$58.5K | 0.22% | 88 |
|
|
2023
Q2 | $263K | Hold |
1,465
| – | – | 0.18% | 89 |
|
|
2023
Q1 | $284K | Hold |
1,465
| – | – | 0.23% | 84 |
|
|
2022
Q4 | $255K | Buy |
+1,465
| New | +$255K | 0.23% | 91 |
|