Alta Advisers’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 | $383K | Hold |
3,794
| – | – | 0.14% | 137 |
|
|
2025
Q1 | $417K | Buy |
3,794
+1,400
| +58% | +$154K | 0.18% | 115 |
|
|
2024
Q4 | $302K | Buy |
2,394
+494
| +26% | +$62.3K | 0.19% | 100 |
|
|
2024
Q3 | $259K | Hold |
1,900
| – | – | 0.12% | 111 |
|
|
2024
Q2 | $260K | Hold |
1,900
| – | – | 0.13% | 96 |
|
|
2024
Q1 | $282K | Hold |
1,900
| – | – | 0.14% | 92 |
|
|
2023
Q4 | $299K | Hold |
1,900
| – | – | 0.16% | 77 |
|
|
2023
Q3 | $296K | Hold |
1,900
| – | – | 0.17% | 66 |
|
|
2023
Q2 | $341K | Hold |
1,900
| – | – | 0.19% | 62 |
|
|
2023
Q1 | $369K | Hold |
1,900
| – | – | 0.22% | 55 |
|
|
2022
Q4 | $330K | Hold |
1,900
| – | – | 0.2% | 62 |
|
|
2022
Q3 | $307K | Buy |
+1,900
| New | +$307K | 0.19% | 57 |
|