Bleakley Financial Group’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 | $2.74M | Sell |
27,125
-1,324
| -5% | -$134K | 0.07% | 238 |
|
|
2025
Q1 | $3.13M | Sell |
28,449
-5,534
| -16% | -$609K | 0.1% | 185 |
|
|
2024
Q4 | $4.29M | Sell |
33,983
-28,595
| -46% | -$3.61M | 0.13% | 135 |
|
|
2024
Q3 | $8.53M | Buy |
62,578
+35,951
| +135% | +$4.9M | 0.26% | 63 |
|
|
2024
Q2 | $3.64M | Sell |
26,627
-1,933
| -7% | -$265K | 0.11% | 183 |
|
|
2024
Q1 | $4.24M | Buy |
28,560
+115
| +0.4% | +$17.1K | 0.12% | 163 |
|
|
2023
Q4 | $4.47M | Buy |
28,445
+5,832
| +26% | +$917K | 0.14% | 138 |
|
|
2023
Q3 | $3.52M | Sell |
22,613
-767
| -3% | -$120K | 0.12% | 154 |
|
|
2023
Q2 | $4.19M | Sell |
23,380
-2,328
| -9% | -$417K | 0.13% | 145 |
|
|
2023
Q1 | $4.99M | Buy |
25,708
+2,520
| +11% | +$489K | 0.17% | 111 |
|
|
2022
Q4 | $4.03M | Buy |
+23,188
| New | +$4.03M | 0.14% | 137 |
|