Atticus 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 | $153K | Buy |
1,514
+1,361
| +890% | +$137K | 0.04% | 194 |
|
|
2025
Q1 | $16.8K | Sell |
153
-349
| -70% | -$38.3K | 0.01% | 336 |
|
|
2024
Q4 | $63.3K | Buy |
502
+50
| +11% | +$6.31K | 0.02% | 220 |
|
|
2024
Q3 | $61.6K | Sell |
452
-3
| -0.7% | -$409 | 0.02% | 227 |
|
|
2024
Q2 | $62.3K | Sell |
455
-81
| -15% | -$11.1K | 0.02% | 215 |
|
|
2024
Q1 | $79.6K | Buy |
536
+1
| +0.2% | +$149 | 0.03% | 194 |
|
|
2023
Q4 | $84.2K | Buy |
535
+10
| +2% | +$1.57K | 0.03% | 188 |
|
|
2023
Q3 | $81.8K | Buy |
525
+71
| +16% | +$11.1K | 0.03% | 191 |
|
|
2023
Q2 | $81.4K | Sell |
454
-43
| -9% | -$7.71K | 0.03% | 200 |
|
|
2023
Q1 | $96.4K | Sell |
497
-384
| -44% | -$74.4K | 0.04% | 175 |
|
|
2022
Q4 | $153K | Sell |
881
-63
| -7% | -$11K | 0.06% | 142 |
|
|
2022
Q3 | $172K | Hold |
944
| – | – | 0.08% | 122 |
|
|
2022
Q2 | $172K | Buy |
944
+3
| +0.3% | +$547 | 0.07% | 138 |
|
|
2022
Q1 | $202K | Buy |
941
+151
| +19% | +$32.4K | 0.07% | 143 |
|
|
2021
Q4 | $169K | Buy |
790
+405
| +105% | +$86.6K | 0.07% | 135 |
|
|
2021
Q3 | $70K | Sell |
385
-535
| -58% | -$97.3K | 0.03% | 201 |
|
|
2021
Q2 | $191K | Buy |
920
+9
| +1% | +$1.87K | 0.08% | 118 |
|
|
2021
Q1 | $155K | Buy |
911
+98
| +12% | +$16.7K | 0.07% | 123 |
|
|
2020
Q4 | $137K | Buy |
813
+135
| +20% | +$22.7K | 0.07% | 135 |
|
|
2020
Q3 | $113K | Buy |
678
+577
| +571% | +$96.2K | 0.07% | 127 |
|
|
2020
Q2 | $11K | Buy |
+101
| New | +$11K | 0.01% | 246 |
|