Beacon Capital Management LLC (Tennessee)’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-741
Closed -$74.8K 952
2025
Q2
$74.8K Buy
741
+29
+4% +$2.85K 0.01% 258
2025
Q1
$78.3K Sell
712
-494
-41% -$59.1K 0.01% 236
2024
Q4
$152K Sell
1,206
-250
-17% -$32.9K 0.02% 139
2024
Q3
$199K Sell
1,456
-116
-7% -$15.2K 0.03% 120
2024
Q2
$215K Sell
1,572
-80
-5% -$11.5K 0.04% 98
2024
Q1
$246K Buy
1,652
+539
+48% +$81.9K 0.05% 93
2023
Q4
$173K Buy
1,113
+136
+14% +$20.6K 0.05% 98
2023
Q3
$175K Hold
977
0.05% 101
2023
Q2
$175K Buy
977
+61
+7% +$10.8K 0.05% 101
2023
Q1
$178K Hold
916
0.05% 95
2022
Q4
$159K Buy
916
+15
+2% +$2.6K 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 +$191K 0.05% 100

Other funds holding UPS