Apollon Wealth Management’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 | $4.51M | Sell |
44,705
-163
| -0.4% | -$16.5K | 0.09% | 199 |
|
2025
Q1 | $4.93M | Sell |
44,868
-3,704
| -8% | -$407K | 0.11% | 172 |
|
2024
Q4 | $6.12M | Buy |
48,572
+29,934
| +161% | +$3.77M | 0.14% | 127 |
|
2024
Q3 | $2.54M | Buy |
18,638
+3,552
| +24% | +$484K | 0.07% | 248 |
|
2024
Q2 | $2.06M | Sell |
15,086
-2,571
| -15% | -$352K | 0.06% | 282 |
|
2024
Q1 | $2.62M | Buy |
17,657
+2,376
| +16% | +$353K | 0.08% | 225 |
|
2023
Q4 | $2.4M | Buy |
15,281
+4,689
| +44% | +$737K | 0.08% | 219 |
|
2023
Q3 | $1.65M | Buy |
10,592
+268
| +3% | +$41.8K | 0.08% | 237 |
|
2023
Q2 | $1.85M | Buy |
10,324
+406
| +4% | +$72.8K | 0.09% | 226 |
|
2023
Q1 | $1.92M | Sell |
9,918
-842
| -8% | -$163K | 0.12% | 183 |
|
2022
Q4 | $1.87M | Sell |
10,760
-495
| -4% | -$86.1K | 0.13% | 166 |
|
2022
Q3 | $1.82M | Buy |
11,255
+1,340
| +14% | +$216K | 0.15% | 148 |
|
2022
Q2 | $1.81M | Sell |
9,915
-916
| -8% | -$167K | 0.15% | 149 |
|
2022
Q1 | $2.32M | Sell |
10,831
-2,072
| -16% | -$444K | 0.17% | 136 |
|
2021
Q4 | $2.77M | Buy |
12,903
+7,093
| +122% | +$1.52M | 0.21% | 115 |
|
2021
Q3 | $1.06M | Buy |
5,810
+3,373
| +138% | +$614K | 0.15% | 142 |
|
2021
Q2 | $507K | Buy |
2,437
+110
| +5% | +$22.9K | 0.09% | 215 |
|
2021
Q1 | $396K | Buy |
+2,327
| New | +$396K | 0.08% | 227 |
|
2020
Q3 | – | Sell |
-20
| Closed | -$2K | – | 654 |
|
2020
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 652 |
|