BAM
Byrne Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.2K | Sell |
438
-4,772
| -92% | -$482K | 0.03% | 260 |
|
|
2025
Q1 | $573K | Buy |
5,210
+359
| +7% | +$39.5K | 0.42% | 66 |
|
|
2024
Q4 | $612K | Sell |
4,851
-952
| -16% | -$120K | 0.43% | 62 |
|
|
2024
Q3 | $791K | Buy |
+5,803
| New | +$791K | 0.54% | 61 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 54 |
|
|
2024
Q1 | – | Sell |
-5,900
| Closed | -$925K | – | 55 |
|
|
2023
Q4 | $925K | Buy |
+5,900
| New | +$925K | 0.7% | 48 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 47 |
|
|
2023
Q2 | – | Sell |
-5,693
| Closed | -$1.1M | – | 42 |
|
|
2023
Q1 | $1.1M | Sell |
5,693
-538
| -9% | -$104K | 0.79% | 35 |
|
|
2022
Q4 | $1.08M | Buy |
6,231
+130
| +2% | +$22.6K | 0.78% | 34 |
|
|
2022
Q3 | $986K | Sell |
6,101
-155
| -2% | -$25.1K | 0.76% | 37 |
|
|
2022
Q2 | $1.14M | Sell |
6,256
-43
| -0.7% | -$7.85K | 0.84% | 32 |
|
|
2022
Q1 | $1.35M | Buy |
6,299
+170
| +3% | +$36.5K | 0.84% | 35 |
|
|
2021
Q4 | $1.31M | Buy |
+6,129
| New | +$1.31M | 0.85% | 36 |
|