Benedict Financial Advisors’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 |
-2,065
| Closed | -$208K | – | 132 |
|
|
2025
Q2 | $208K | Buy |
2,065
+20
| +1% | +$1.97K | 0.05% | 123 |
|
|
2025
Q1 | $225K | Sell |
2,045
-25
| -1% | -$2.99K | 0.05% | 125 |
|
|
2024
Q4 | $261K | Buy |
2,070
+14
| +0.7% | +$1.84K | 0.06% | 116 |
|
|
2024
Q3 | $280K | Buy |
2,056
+15
| +0.7% | +$1.97K | 0.07% | 114 |
|
|
2024
Q2 | $279K | Buy |
2,041
+14
| +0.7% | +$2K | 0.07% | 118 |
|
|
2024
Q1 | $301K | Sell |
2,027
-17
| -0.8% | -$2.58K | 0.08% | 117 |
|
|
2023
Q4 | $321K | Buy |
2,044
+12
| +0.6% | +$1.81K | 0.09% | 110 |
|
|
2023
Q3 | $317K | Buy |
2,032
+13
| +0.6% | +$2.24K | 0.09% | 108 |
|
|
2023
Q2 | $362K | Buy |
2,019
+14
| +0.7% | +$2.49K | 0.1% | 104 |
|
|
2023
Q1 | $389K | Buy |
2,005
+13
| +0.7% | +$2.38K | 0.11% | 103 |
|
|
2022
Q4 | $346K | Buy |
1,992
+11
| +0.6% | +$1.9K | 0.1% | 102 |
|
|
2022
Q3 | $320K | Buy |
1,981
+12
| +0.6% | +$2.27K | 0.1% | 105 |
|
|
2022
Q2 | $360K | Buy |
1,969
+11
| +0.6% | +$2.01K | 0.11% | 107 |
|
|
2022
Q1 | $420K | Buy |
1,958
+11
| +0.6% | +$2.34K | 0.11% | 104 |
|
|
2021
Q4 | $417K | Buy |
1,947
+7
| +0.4% | +$1.42K | 0.11% | 106 |
|
|
2021
Q3 | $353K | Sell |
1,940
-16
| -0.8% | -$3.16K | 0.1% | 109 |
|
|
2021
Q2 | $407K | Buy |
1,956
+7
| +0.4% | +$1.4K | 0.11% | 105 |
|
|
2021
Q1 | $331K | Buy |
1,949
+7
| +0.4% | +$1.13K | 0.1% | 110 |
|
|
2020
Q4 | $327K | Buy |
1,942
+7
| +0.4% | +$1.18K | 0.12% | 90 |
|
|
2020
Q3 | $322K | Sell |
1,935
-12
| -0.6% | -$1.75K | 0.12% | 90 |
|
|
2020
Q2 | $216K | Buy |
+1,947
| New | +$194K | 0.09% | 100 |
|
|
2020
Q1 | – | Sell |
-2,169
| Closed | -$254K | – | 102 |
|
|
2019
Q4 | $254K | Buy |
2,169
+10
| +0.5% | +$1.18K | 0.1% | 96 |
|
|
2019
Q3 | $259K | Buy |
2,159
+35
| +2% | +$4K | 0.11% | 94 |
|
|
2019
Q2 | $219K | Buy |
2,124
+31
| +1% | +$3.22K | 0.09% | 104 |
|
|
2019
Q1 | $234K | Buy |
+2,093
| New | +$222K | 0.1% | 101 |
|
Other funds holding UPS
