Avalon Trust’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 | $13.5K | Sell |
134
-2
| -1% | -$201 | ﹤0.01% | 337 |
|
|
2025
Q1 | $15K | Buy |
136
+2
| +1% | +$220 | ﹤0.01% | 345 |
|
|
2024
Q4 | $16.8K | Hold |
134
| – | – | ﹤0.01% | 297 |
|
|
2024
Q3 | $18.2K | Sell |
134
-469
| -78% | -$63.7K | ﹤0.01% | 267 |
|
|
2024
Q2 | $82.5K | Hold |
603
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $89.6K | Hold |
603
| – | – | 0.01% | 181 |
|
|
2023
Q4 | $94.7K | Hold |
603
| – | – | 0.01% | 167 |
|
|
2023
Q3 | $93.9K | Sell |
603
-137
| -19% | -$21.3K | 0.01% | 155 |
|
|
2023
Q2 | $133K | Hold |
740
| – | – | 0.01% | 145 |
|
|
2023
Q1 | $143K | Buy |
+740
| New | +$143K | 0.01% | 136 |
|