B&D White Capital Company’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 | $737K | Buy |
+7,300
| New | +$737K | 0.11% | 59 |
|
|
2025
Q1 | – | Sell |
-5,000
| Closed | -$631K | – | 75 |
|
|
2024
Q4 | $631K | Sell |
5,000
-10,600
| -68% | -$1.34M | 0.11% | 47 |
|
|
2024
Q3 | $2.13M | Buy |
15,600
+7,100
| +84% | +$968K | 0.37% | 29 |
|
|
2024
Q2 | $1.16M | Sell |
8,500
-3,300
| -28% | -$452K | 0.24% | 22 |
|
|
2024
Q1 | $1.75M | Buy |
+11,800
| New | +$1.75M | 0.39% | 25 |
|
|
2023
Q4 | – | Sell |
-40,135
| Closed | -$6.26M | – | 81 |
|
|
2023
Q3 | $6.26M | Buy |
40,135
+36,835
| +1,116% | +$5.74M | 2.34% | 11 |
|
|
2023
Q2 | $592K | Buy |
+3,300
| New | +$592K | 0.2% | 42 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$174K | – | 78 |
|
|
2022
Q4 | $174K | Buy |
+1,000
| New | +$174K | 0.04% | 58 |
|
|
2021
Q4 | – | Sell |
-30,685
| Closed | -$5.59M | – | 71 |
|
|
2021
Q3 | $5.59M | Buy |
+30,685
| New | +$5.59M | 2.15% | 14 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$4K | – | 81 |
|
|
2020
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 76 |
|