Birch Capital Management’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 | $5.19M | Sell |
51,394
-40
| -0.1% | -$4.04K | 2.66% | 15 |
|
|
2025
Q1 | $5.66M | Buy |
51,434
+3,793
| +8% | +$417K | 2.94% | 13 |
|
|
2024
Q4 | $6.01M | Buy |
47,641
+850
| +2% | +$107K | 3.02% | 8 |
|
|
2024
Q3 | $6.38M | Buy |
46,791
+2,826
| +6% | +$385K | 3.12% | 9 |
|
|
2024
Q2 | $6.02M | Buy |
43,965
+278
| +0.6% | +$38K | 3.13% | 7 |
|
|
2024
Q1 | $6.49M | Buy |
43,687
+3,925
| +10% | +$583K | 3.37% | 7 |
|
|
2023
Q4 | $6.25M | Buy |
39,762
+4,023
| +11% | +$633K | 3.59% | 7 |
|
|
2023
Q3 | $5.57M | Buy |
35,739
+1,434
| +4% | +$224K | 3.53% | 7 |
|
|
2023
Q2 | $6.15M | Buy |
34,305
+591
| +2% | +$106K | 3.74% | 6 |
|
|
2023
Q1 | $6.54M | Sell |
33,714
-93
| -0.3% | -$18K | 4.21% | 5 |
|
|
2022
Q4 | $5.88M | Sell |
33,807
-1,822
| -5% | -$317K | 4.04% | 7 |
|
|
2022
Q3 | $5.76M | Buy |
35,629
+543
| +2% | +$87.7K | 4.34% | 6 |
|
|
2022
Q2 | $6.4M | Buy |
35,086
+2,734
| +8% | +$499K | 4.57% | 6 |
|
|
2022
Q1 | $6.94M | Buy |
32,352
+972
| +3% | +$208K | 4.27% | 6 |
|
|
2021
Q4 | $6.73M | Buy |
31,380
+101
| +0.3% | +$21.6K | 4.03% | 8 |
|
|
2021
Q3 | $5.7M | Buy |
31,279
+11
| +0% | +$2K | 3.87% | 9 |
|
|
2021
Q2 | $6.5M | Buy |
31,268
+507
| +2% | +$105K | 4.41% | 7 |
|
|
2021
Q1 | $5.23M | Buy |
30,761
+2,254
| +8% | +$383K | 3.85% | 7 |
|
|
2020
Q4 | $4.8M | Buy |
28,507
+974
| +4% | +$164K | 3.66% | 8 |
|
|
2020
Q3 | $4.59M | Sell |
27,533
-108
| -0.4% | -$18K | 3.99% | 7 |
|
|
2020
Q2 | $3.07M | Buy |
27,641
+2,458
| +10% | +$273K | 2.88% | 10 |
|
|
2020
Q1 | $2.35M | Buy |
25,183
+964
| +4% | +$90.1K | 2.71% | 11 |
|
|
2019
Q4 | $2.84M | Buy |
+24,219
| New | +$2.84M | 2.78% | 12 |
|