Annis Gardner Whiting Capital Advisors’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 | $257K | Buy |
2,546
+385
| +18% | +$38.9K | 0.09% | 192 |
|
|
2025
Q1 | $238K | Buy |
2,161
+560
| +35% | +$61.6K | 0.1% | 173 |
|
|
2024
Q4 | $202K | Sell |
1,601
-727
| -31% | -$91.7K | 0.06% | 201 |
|
|
2024
Q3 | $317K | Buy |
2,328
+276
| +13% | +$37.6K | 0.09% | 176 |
|
|
2024
Q2 | $281K | Buy |
2,052
+99
| +5% | +$13.5K | 0.08% | 186 |
|
|
2024
Q1 | $290K | Buy |
1,953
+828
| +74% | +$123K | 0.1% | 153 |
|
|
2023
Q4 | $177K | Buy |
1,125
+382
| +51% | +$60.1K | 0.08% | 166 |
|
|
2023
Q3 | $116K | Buy |
+743
| New | +$116K | 0.06% | 186 |
|