Carmel Capital Partners’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 | $1.9M | Buy |
18,802
+2,469
| +15% | +$249K | 0.67% | 50 |
|
|
2025
Q1 | $1.8M | Buy |
16,333
+808
| +5% | +$88.9K | 0.71% | 31 |
|
|
2024
Q4 | $1.96M | Buy |
15,525
+834
| +6% | +$105K | 0.79% | 25 |
|
|
2024
Q3 | $2M | Buy |
14,691
+2,732
| +23% | +$372K | 0.77% | 22 |
|
|
2024
Q2 | $1.64M | Buy |
11,959
+3,893
| +48% | +$533K | 0.69% | 25 |
|
|
2024
Q1 | $1.2M | Buy |
8,066
+6,219
| +337% | +$924K | 0.5% | 38 |
|
|
2023
Q4 | $290K | Buy |
1,847
+494
| +37% | +$77.7K | 0.15% | 112 |
|
|
2023
Q3 | $211K | Sell |
1,353
-5,950
| -81% | -$927K | 0.09% | 143 |
|
|
2023
Q2 | $1.31M | Buy |
7,303
+464
| +7% | +$83.2K | 0.67% | 34 |
|
|
2023
Q1 | $1.33M | Buy |
6,839
+243
| +4% | +$47.1K | 0.78% | 20 |
|
|
2022
Q4 | $1.15M | Sell |
6,596
-371
| -5% | -$64.5K | 0.79% | 22 |
|
|
2022
Q3 | $1.13M | Buy |
6,967
+219
| +3% | +$35.4K | 1.09% | 14 |
|
|
2022
Q2 | $1.23M | Buy |
6,748
+146
| +2% | +$26.7K | 1.15% | 14 |
|
|
2022
Q1 | $1.42M | Buy |
6,602
+105
| +2% | +$22.5K | 1.18% | 15 |
|
|
2021
Q4 | $1.39M | Buy |
+6,497
| New | +$1.39M | 1.04% | 19 |
|