Americana Partners’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 | $2.28M | Buy |
22,600
+1,573
| +7% | +$159K | 0.08% | 182 |
|
|
2025
Q1 | $2.31M | Buy |
21,027
+1,624
| +8% | +$179K | 0.09% | 168 |
|
|
2024
Q4 | $2.45M | Buy |
19,403
+1,106
| +6% | +$139K | 0.1% | 166 |
|
|
2024
Q3 | $2.49M | Sell |
18,297
-329
| -2% | -$44.9K | 0.17% | 125 |
|
|
2024
Q2 | $2.55M | Buy |
18,626
+2,039
| +12% | +$279K | 0.2% | 119 |
|
|
2024
Q1 | $2.47M | Buy |
16,587
+2,544
| +18% | +$378K | 0.21% | 117 |
|
|
2023
Q4 | $2.11M | Buy |
14,043
+5,007
| +55% | +$754K | 0.2% | 112 |
|
|
2023
Q3 | $1.37M | Buy |
9,036
+4,007
| +80% | +$606K | 0.15% | 128 |
|
|
2023
Q2 | $901K | Buy |
5,029
+1,051
| +26% | +$188K | 0.12% | 156 |
|
|
2023
Q1 | $772K | Buy |
+3,978
| New | +$772K | 0.12% | 144 |
|
|
2020
Q1 | – | Sell |
-76
| Closed | -$8K | – | 469 |
|
|
2019
Q4 | $8K | Buy |
+76
| New | +$8K | ﹤0.01% | 449 |
|