Beacon Capital Management LLC (Tennessee)’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 | $74.8K | Buy |
741
+29
| +4% | +$2.93K | 0.01% | 258 |
|
|
2025
Q1 | $78.3K | Sell |
712
-494
| -41% | -$54.3K | 0.01% | 236 |
|
|
2024
Q4 | $152K | Sell |
1,206
-250
| -17% | -$31.5K | 0.02% | 139 |
|
|
2024
Q3 | $199K | Sell |
1,456
-116
| -7% | -$15.8K | 0.03% | 120 |
|
|
2024
Q2 | $215K | Sell |
1,572
-80
| -5% | -$10.9K | 0.04% | 98 |
|
|
2024
Q1 | $246K | Buy |
1,652
+539
| +48% | +$80.1K | 0.05% | 93 |
|
|
2023
Q4 | $173K | Buy |
1,113
+136
| +14% | +$21.2K | 0.05% | 98 |
|
|
2023
Q3 | $175K | Hold |
977
| – | – | 0.05% | 101 |
|
|
2023
Q2 | $175K | Buy |
977
+61
| +7% | +$10.9K | 0.05% | 101 |
|
|
2023
Q1 | $178K | Hold |
916
| – | – | 0.05% | 95 |
|
|
2022
Q4 | $159K | Buy |
916
+15
| +2% | +$2.61K | 0.05% | 104 |
|
|
2022
Q3 | $164K | Hold |
901
| – | – | 0.05% | 99 |
|
|
2022
Q2 | $193K | Hold |
901
| – | – | 0.05% | 100 |
|
|
2022
Q1 | $193K | Buy |
+901
| New | +$193K | 0.05% | 100 |
|