Caldwell Sutter Capital’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 | $598K | Buy |
5,920
+1,955
| +49% | +$197K | 0.27% | 97 |
|
|
2025
Q1 | $436K | Buy |
3,965
+61
| +2% | +$6.71K | 0.21% | 121 |
|
|
2024
Q4 | $492K | Sell |
3,904
-55
| -1% | -$6.94K | 0.23% | 112 |
|
|
2024
Q3 | $540K | Buy |
3,959
+252
| +7% | +$34.4K | 0.25% | 109 |
|
|
2024
Q2 | $507K | Buy |
3,707
+342
| +10% | +$46.8K | 0.25% | 106 |
|
|
2024
Q1 | $500K | Buy |
3,365
+78
| +2% | +$11.6K | 0.24% | 108 |
|
|
2023
Q4 | $517K | Buy |
3,287
+142
| +5% | +$22.3K | 0.26% | 102 |
|
|
2023
Q3 | $490K | Buy |
3,145
+72
| +2% | +$11.2K | 0.27% | 99 |
|
|
2023
Q2 | $551K | Buy |
3,073
+1,458
| +90% | +$261K | 0.29% | 88 |
|
|
2023
Q1 | $313K | Buy |
1,615
+1,335
| +477% | +$259K | 0.23% | 92 |
|
|
2022
Q4 | $48.7K | Buy |
+280
| New | +$48.7K | 0.04% | 177 |
|