BOK Financial Private Wealth’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 | – | Sell |
-31
| Closed | -$3.41K | – | 502 |
|
|
2025
Q1 | $3.41K | Buy |
31
+12
| +63% | +$1.32K | ﹤0.01% | 446 |
|
|
2024
Q4 | $2.4K | Sell |
19
-145
| -88% | -$18.3K | ﹤0.01% | 433 |
|
|
2024
Q3 | $22.4K | Buy |
164
+81
| +98% | +$11K | ﹤0.01% | 335 |
|
|
2024
Q2 | $11.4K | Hold |
83
| – | – | ﹤0.01% | 368 |
|
|
2024
Q1 | $12.3K | Buy |
+83
| New | +$12.3K | ﹤0.01% | 352 |
|
|
2023
Q2 | – | Sell |
-63
| Closed | -$12.2K | – | 458 |
|
|
2023
Q1 | $12.2K | Sell |
63
-52
| -45% | -$10.1K | ﹤0.01% | 337 |
|
|
2022
Q4 | $20K | Buy |
115
+52
| +83% | +$9.04K | ﹤0.01% | 297 |
|
|
2022
Q3 | $10K | Hold |
63
| – | – | ﹤0.01% | 330 |
|
|
2022
Q2 | $12K | Sell |
63
-3,986
| -98% | -$759K | ﹤0.01% | 333 |
|
|
2022
Q1 | $868K | Buy |
4,049
+1,078
| +36% | +$231K | 0.06% | 138 |
|
|
2021
Q4 | $637K | Buy |
2,971
+451
| +18% | +$96.7K | 0.04% | 150 |
|
|
2021
Q3 | $459K | Buy |
2,520
+204
| +9% | +$37.2K | 0.04% | 155 |
|
|
2021
Q2 | $482K | Buy |
2,316
+641
| +38% | +$133K | 0.04% | 142 |
|
|
2021
Q1 | $285K | Buy |
1,675
+183
| +12% | +$31.1K | 0.03% | 159 |
|
|
2020
Q4 | $251K | Buy |
1,492
+280
| +23% | +$47.1K | 0.02% | 160 |
|
|
2020
Q3 | $202K | Buy |
+1,212
| New | +$202K | 0.02% | 161 |
|