Bill Few Associates’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 | $225K | Sell |
2,227
-199
| -8% | -$20.1K | 0.06% | 179 |
|
|
2025
Q1 | $267K | Buy |
2,426
+288
| +13% | +$31.7K | 0.1% | 146 |
|
|
2024
Q4 | $270K | Sell |
2,138
-214
| -9% | -$27K | 0.09% | 147 |
|
|
2024
Q3 | $321K | Buy |
2,352
+72
| +3% | +$9.82K | 0.11% | 131 |
|
|
2024
Q2 | $312K | Sell |
2,280
-114
| -5% | -$15.6K | 0.12% | 127 |
|
|
2024
Q1 | $356K | Buy |
2,394
+187
| +8% | +$27.8K | 0.14% | 114 |
|
|
2023
Q4 | $347K | Buy |
2,207
+14
| +0.6% | +$2.2K | 0.16% | 107 |
|
|
2023
Q3 | $342K | Buy |
2,193
+150
| +7% | +$23.4K | 0.18% | 96 |
|
|
2023
Q2 | $366K | Buy |
2,043
+198
| +11% | +$35.5K | 0.19% | 88 |
|
|
2023
Q1 | $358K | Buy |
1,845
+300
| +19% | +$58.2K | 0.2% | 95 |
|
|
2022
Q4 | $269K | Hold |
1,545
| – | – | 0.16% | 102 |
|
|
2022
Q3 | $249K | Hold |
1,545
| – | – | 0.17% | 98 |
|
|
2022
Q2 | $282K | Sell |
1,545
-250
| -14% | -$45.6K | 0.18% | 94 |
|
|
2022
Q1 | $385K | Hold |
1,795
| – | – | 0.21% | 86 |
|
|
2021
Q4 | $385K | Buy |
+1,795
| New | +$385K | 0.2% | 83 |
|