Borer Denton & Associates’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 | $3.02M | Sell |
29,878
-3,108
| -9% | -$314K | 1.05% | 25 |
|
2025
Q1 | $3.63M | Sell |
32,986
-2,650
| -7% | -$291K | 1.28% | 24 |
|
2024
Q4 | $4.49M | Sell |
35,636
-1,529
| -4% | -$193K | 1.56% | 21 |
|
2024
Q3 | $5.07M | Sell |
37,165
-1,835
| -5% | -$250K | 1.73% | 20 |
|
2024
Q2 | $5.34M | Sell |
39,000
-2,010
| -5% | -$275K | 1.94% | 19 |
|
2024
Q1 | $6.1M | Sell |
41,010
-495
| -1% | -$73.6K | 2.16% | 20 |
|
2023
Q4 | $6.53M | Sell |
41,505
-290
| -0.7% | -$45.6K | 2.5% | 17 |
|
2023
Q3 | $6.51M | Sell |
41,795
-15
| -0% | -$2.34K | 2.69% | 15 |
|
2023
Q2 | $7.49M | Buy |
41,810
+240
| +0.6% | +$43K | 2.95% | 15 |
|
2023
Q1 | $8.06M | Buy |
41,570
+2,321
| +6% | +$450K | 3.35% | 14 |
|
2022
Q4 | $6.82M | Buy |
39,249
+500
| +1% | +$86.9K | 3.02% | 17 |
|
2022
Q3 | $6.26M | Buy |
38,749
+2,503
| +7% | +$404K | 3.11% | 16 |
|
2022
Q2 | $6.62M | Buy |
36,246
+775
| +2% | +$141K | 3.19% | 14 |
|
2022
Q1 | $7.61M | Buy |
+35,471
| New | +$7.61M | 3.19% | 14 |
|