CastleKeep Investment Advisors’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 | $1.2M | Buy |
11,864
+903
| +8% | +$91.1K | 0.59% | 59 |
|
|
2025
Q1 | $1.21M | Buy |
10,961
+1,789
| +20% | +$197K | 0.62% | 61 |
|
|
2024
Q4 | $1.16M | Sell |
9,172
-140
| -2% | -$17.7K | 0.81% | 50 |
|
|
2024
Q3 | $1.27M | Buy |
9,312
+2,639
| +40% | +$360K | 0.87% | 26 |
|
|
2024
Q2 | $913K | Sell |
6,673
-21
| -0.3% | -$2.87K | 0.7% | 54 |
|
|
2024
Q1 | $995K | Sell |
6,694
-258
| -4% | -$38.3K | 0.72% | 46 |
|
|
2023
Q4 | $1.09M | Buy |
+6,952
| New | +$1.09M | 0.78% | 43 |
|