Catalyst Financial 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 | $230K | Sell |
2,277
-215
| -9% | -$21.7K | 0.03% | 270 |
|
|
2025
Q1 | $274K | Sell |
2,492
-279
| -10% | -$30.7K | 0.05% | 230 |
|
|
2024
Q4 | $349K | Buy |
2,771
+200
| +8% | +$25.2K | 0.07% | 185 |
|
|
2024
Q3 | $351K | Sell |
2,571
-233
| -8% | -$31.8K | 0.07% | 179 |
|
|
2024
Q2 | $384K | Sell |
2,804
-376
| -12% | -$51.5K | 0.08% | 155 |
|
|
2024
Q1 | $452K | Sell |
3,180
-422
| -12% | -$60K | 0.12% | 120 |
|
|
2023
Q4 | $566K | Sell |
3,602
-114
| -3% | -$17.9K | 0.16% | 85 |
|
|
2023
Q3 | $579K | Sell |
3,716
-354
| -9% | -$55.2K | 0.19% | 74 |
|
|
2023
Q2 | $730K | Buy |
4,070
+513
| +14% | +$92K | 0.26% | 60 |
|
|
2023
Q1 | $690K | Buy |
3,557
+2,179
| +158% | +$423K | 0.3% | 55 |
|
|
2022
Q4 | $240K | Buy |
+1,378
| New | +$240K | 0.12% | 140 |
|