Belmont Capital’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 | $707K | Hold |
7,000
| – | – | 0.11% | 54 |
|
|
2025
Q1 | $770K | Hold |
7,000
| – | – | 0.14% | 45 |
|
|
2024
Q4 | $883K | Hold |
7,000
| – | – | 0.14% | 38 |
|
|
2024
Q3 | $954K | Hold |
7,000
| – | – | 0.16% | 45 |
|
|
2024
Q2 | $958K | Buy |
7,000
+6,999
| +699,900% | +$958K | 0.18% | 50 |
|
|
2024
Q1 | $186 | Hold |
1
| – | – | ﹤0.01% | 185 |
|
|
2023
Q4 | $194 | Sell |
1
-700
| -100% | -$136K | ﹤0.01% | 162 |
|
|
2023
Q3 | $109K | Buy |
701
+534
| +320% | +$83.2K | 0.06% | 89 |
|
|
2023
Q2 | $29.9K | Buy |
167
+110
| +193% | +$19.7K | 0.02% | 84 |
|
|
2023
Q1 | $11.1K | Hold |
57
| – | – | 0.01% | 96 |
|
|
2022
Q4 | $10K | Hold |
57
| – | – | 0.01% | 100 |
|
|
2022
Q3 | $9K | Buy |
+57
| New | +$9K | 0.01% | 91 |
|