Aspire 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
Q1 | – | Sell |
-1,650
| Closed | -$208K | – | 100 |
|
|
2024
Q4 | $208K | Hold |
1,650
| – | – | 0.06% | 83 |
|
|
2024
Q3 | $225K | Buy |
1,650
+1
| +0.1% | +$136 | 0.07% | 75 |
|
|
2024
Q2 | $226K | Sell |
1,649
-15
| -0.9% | -$2.05K | 0.07% | 69 |
|
|
2024
Q1 | $247K | Sell |
1,664
-51
| -3% | -$7.58K | 0.08% | 67 |
|
|
2023
Q4 | $270K | Sell |
1,715
-14
| -0.8% | -$2.2K | 0.11% | 57 |
|
|
2023
Q3 | $270K | Buy |
1,729
+14
| +0.8% | +$2.18K | 0.12% | 58 |
|
|
2023
Q2 | $307K | Buy |
1,715
+66
| +4% | +$11.8K | 0.15% | 51 |
|
|
2023
Q1 | $320K | Hold |
1,649
| – | – | 0.17% | 47 |
|
|
2022
Q4 | $287K | Buy |
1,649
+9
| +0.5% | +$1.57K | 0.16% | 46 |
|
|
2022
Q3 | $265K | Hold |
1,640
| – | – | 0.21% | 44 |
|
|
2022
Q2 | $299K | Sell |
1,640
-200
| -11% | -$36.5K | 0.23% | 44 |
|
|
2022
Q1 | $395K | Buy |
+1,840
| New | +$395K | 0.38% | 30 |
|