Arvest Investments’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 | – | Sell |
-10,918
| Closed | -$1.2M | – | 184 |
|
|
2025
Q1 | $1.2M | Sell |
10,918
-538
| -5% | -$59.2K | 0.19% | 110 |
|
|
2024
Q4 | $1.44M | Sell |
11,456
-749
| -6% | -$94.4K | 0.23% | 100 |
|
|
2024
Q3 | $1.66M | Buy |
12,205
+656
| +6% | +$89.4K | 0.25% | 92 |
|
|
2024
Q2 | $1.58M | Sell |
11,549
-477
| -4% | -$65.3K | 0.25% | 90 |
|
|
2024
Q1 | $1.79M | Sell |
12,026
-2,116
| -15% | -$315K | 0.28% | 81 |
|
|
2023
Q4 | $2.22M | Buy |
+14,142
| New | +$2.22M | 0.36% | 64 |
|