Burns Matteson Capital Management’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 |
-2,812
| Closed | -$309K | – | 215 |
|
|
2025
Q1 | $309K | Buy |
2,812
+213
| +8% | +$23.4K | 0.17% | 119 |
|
|
2024
Q4 | $328K | Buy |
+2,599
| New | +$328K | 0.18% | 111 |
|
|
2024
Q3 | – | Sell |
-2,402
| Closed | -$329K | – | 201 |
|
|
2024
Q2 | $329K | Sell |
2,402
-186
| -7% | -$25.5K | 0.21% | 96 |
|
|
2024
Q1 | $385K | Sell |
2,588
-155
| -6% | -$23K | 0.25% | 106 |
|
|
2023
Q4 | $431K | Sell |
2,743
-139
| -5% | -$21.9K | 0.3% | 102 |
|
|
2023
Q3 | $449K | Sell |
2,882
-75
| -3% | -$11.7K | 0.29% | 104 |
|
|
2023
Q2 | $530K | Buy |
+2,957
| New | +$530K | 0.33% | 92 |
|