Blueprint Investment Partners’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
Q1 | – | Sell |
-2,183
| Closed | -$275K | – | 199 |
|
|
2024
Q4 | $275K | Buy |
+2,183
| New | +$275K | 0.04% | 160 |
|
|
2024
Q1 | – | Sell |
-1,328
| Closed | -$209K | – | 154 |
|
|
2023
Q4 | $209K | Buy |
+1,328
| New | +$209K | 0.06% | 131 |
|
|
2023
Q2 | – | Sell |
-2,998
| Closed | -$582K | – | 239 |
|
|
2023
Q1 | $582K | Sell |
2,998
-3,533
| -54% | -$685K | 0.13% | 100 |
|
|
2022
Q4 | $1.14M | Buy |
6,531
+2,843
| +77% | +$494K | 0.24% | 74 |
|
|
2022
Q3 | $596K | Buy |
+3,688
| New | +$596K | 0.16% | 72 |
|
|
2022
Q2 | – | Sell |
-3,060
| Closed | -$656K | – | 222 |
|
|
2022
Q1 | $656K | Buy |
3,060
+424
| +16% | +$90.9K | 0.17% | 88 |
|
|
2021
Q4 | $565K | Buy |
2,636
+1,797
| +214% | +$385K | 0.14% | 115 |
|
|
2021
Q3 | $153K | Buy |
+839
| New | +$153K | 0.08% | 154 |
|