Atwood & Palmer’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 | $2.02K | Hold |
20
| – | – | ﹤0.01% | 469 |
|
|
2025
Q1 | $2.2K | Hold |
20
| – | – | ﹤0.01% | 392 |
|
|
2024
Q4 | $2.52K | Hold |
20
| – | – | ﹤0.01% | 410 |
|
|
2024
Q3 | $2.73K | Hold |
20
| – | – | ﹤0.01% | 402 |
|
|
2024
Q2 | $2.74K | Hold |
20
| – | – | ﹤0.01% | 384 |
|
|
2024
Q1 | $2.97K | Sell |
20
-32
| -62% | -$4.76K | ﹤0.01% | 352 |
|
|
2023
Q4 | $8.18K | Hold |
52
| – | – | ﹤0.01% | 323 |
|
|
2023
Q3 | $8.11K | Hold |
52
| – | – | ﹤0.01% | 314 |
|
|
2023
Q2 | $9.32K | Buy |
52
+20
| +63% | +$3.59K | ﹤0.01% | 316 |
|
|
2023
Q1 | $6.21K | Hold |
32
| – | – | ﹤0.01% | 321 |
|
|
2022
Q4 | $5.56K | Hold |
32
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 337 |
|
|
2022
Q2 | $6K | Sell |
32
-166
| -84% | -$31.1K | ﹤0.01% | 354 |
|
|
2022
Q1 | $42K | Buy |
198
+12
| +6% | +$2.55K | ﹤0.01% | 242 |
|
|
2021
Q4 | $40K | Buy |
186
+53
| +40% | +$11.4K | ﹤0.01% | 254 |
|
|
2021
Q3 | $24K | Buy |
133
+117
| +731% | +$21.1K | ﹤0.01% | 292 |
|
|
2021
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 396 |
|
|
2021
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 419 |
|
|
2018
Q3 | – | Sell |
-33
| Closed | -$4K | – | 334 |
|
|
2018
Q2 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 280 |
|
|
2016
Q1 | – | Sell |
-17
| Closed | -$2K | – | 387 |
|
|
2015
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 382 |
|
|
2015
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 410 |
|
|
2015
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 357 |
|
|
2015
Q1 | $2K | Sell |
17
-216
| -93% | -$25.4K | ﹤0.01% | 314 |
|
|
2014
Q4 | $26K | Sell |
233
-17
| -7% | -$1.9K | ﹤0.01% | 235 |
|
|
2014
Q3 | $25K | Buy |
250
+50
| +25% | +$5K | ﹤0.01% | 247 |
|
|
2014
Q2 | $21K | Buy |
+200
| New | +$21K | 0.01% | 236 |
|