Cannon Financial Strategists’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 | $252K | Sell |
2,498
-221
| -8% | -$22.3K | 0.04% | 86 |
|
|
2025
Q1 | $299K | Hold |
2,719
| – | – | 0.05% | 73 |
|
|
2024
Q4 | $343K | Buy |
2,719
+137
| +5% | +$17.3K | 0.06% | 68 |
|
|
2024
Q3 | $352K | Buy |
2,582
+163
| +7% | +$22.2K | 0.06% | 69 |
|
|
2024
Q2 | $331K | Sell |
2,419
-200
| -8% | -$27.4K | 0.06% | 68 |
|
|
2024
Q1 | $389K | Sell |
2,619
-6
| -0.2% | -$892 | 0.08% | 66 |
|
|
2023
Q4 | $413K | Buy |
2,625
+6
| +0.2% | +$943 | 0.09% | 59 |
|
|
2023
Q3 | $408K | Buy |
2,619
+37
| +1% | +$5.77K | 0.1% | 54 |
|
|
2023
Q2 | $463K | Hold |
2,582
| – | – | 0.13% | 57 |
|
|
2023
Q1 | $501K | Hold |
2,582
| – | – | 0.17% | 45 |
|
|
2022
Q4 | $449K | Hold |
2,582
| – | – | 0.16% | 45 |
|
|
2022
Q3 | $417K | Hold |
2,582
| – | – | 0.16% | 46 |
|
|
2022
Q2 | $471K | Buy |
2,582
+21
| +0.8% | +$3.83K | 0.18% | 48 |
|
|
2022
Q1 | $549K | Hold |
2,561
| – | – | 0.2% | 39 |
|
|
2021
Q4 | $549K | Hold |
2,561
| – | – | 0.2% | 42 |
|
|
2021
Q3 | $466K | Hold |
2,561
| – | – | 0.18% | 44 |
|
|
2021
Q2 | $533K | Sell |
2,561
-70
| -3% | -$14.6K | 0.21% | 36 |
|
|
2021
Q1 | $447K | Hold |
2,631
| – | – | 0.19% | 39 |
|
|
2020
Q4 | $443K | Sell |
2,631
-103
| -4% | -$17.3K | 0.22% | 38 |
|
|
2020
Q3 | $456K | Hold |
2,734
| – | – | 0.25% | 35 |
|
|
2020
Q2 | $304K | Hold |
2,734
| – | – | 0.18% | 42 |
|
|
2020
Q1 | $255K | Hold |
2,734
| – | – | 0.19% | 43 |
|
|
2019
Q4 | $320K | Sell |
2,734
-234
| -8% | -$27.4K | 0.21% | 40 |
|
|
2019
Q3 | $356K | Buy |
2,968
+104
| +4% | +$12.5K | 0.27% | 35 |
|
|
2019
Q2 | $296K | Hold |
2,864
| – | – | 0.25% | 36 |
|
|
2019
Q1 | $320K | Buy |
+2,864
| New | +$320K | 0.29% | 37 |
|