Blue Trust Inc’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 | $2.01M | Sell |
19,910
-219
| -1% | -$22.1K | 0.02% | 171 |
|
|
2025
Q1 | $2.21M | Buy |
20,129
+5,118
| +34% | +$563K | 0.03% | 151 |
|
|
2024
Q4 | $1.89M | Buy |
15,011
+6,250
| +71% | +$788K | 0.02% | 158 |
|
|
2024
Q3 | $1.2M | Buy |
8,761
+1,652
| +23% | +$226K | 0.02% | 233 |
|
|
2024
Q2 | $1.06M | Buy |
7,109
+810
| +13% | +$120K | 0.01% | 211 |
|
|
2024
Q1 | $936K | Buy |
6,299
+205
| +3% | +$30.5K | 0.01% | 183 |
|
|
2023
Q4 | $950K | Buy |
6,094
+242
| +4% | +$37.7K | 0.02% | 166 |
|
|
2023
Q3 | $1.05M | Buy |
5,852
+1,031
| +21% | +$185K | 0.02% | 164 |
|
|
2023
Q2 | $936K | Sell |
4,821
-2,250
| -32% | -$437K | 0.01% | 169 |
|
|
2023
Q1 | $1.23M | Sell |
7,071
-3,782
| -35% | -$657K | 0.02% | 168 |
|
|
2022
Q4 | $1.75M | Buy |
10,853
+5,688
| +110% | +$919K | 0.03% | 123 |
|
|
2022
Q3 | $943K | Buy |
5,165
+478
| +10% | +$87.3K | 0.02% | 150 |
|
|
2022
Q2 | $1.01M | Buy |
+4,687
| New | +$1.01M | 0.02% | 139 |
|