Centaurus Financial’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 | $885K | Buy |
8,771
+2,185
| +33% | +$220K | 0.05% | 322 |
|
|
2025
Q1 | $724K | Buy |
6,586
+1,305
| +25% | +$143K | 0.04% | 353 |
|
|
2024
Q4 | $666K | Buy |
5,281
+248
| +5% | +$31.3K | 0.04% | 363 |
|
|
2024
Q3 | $686K | Sell |
5,033
-203
| -4% | -$27.7K | 0.04% | 344 |
|
|
2024
Q2 | $717K | Sell |
5,236
-339
| -6% | -$46.4K | 0.05% | 306 |
|
|
2024
Q1 | $829K | Sell |
5,575
-258
| -4% | -$38.4K | 0.06% | 275 |
|
|
2023
Q4 | $917K | Buy |
5,833
+96
| +2% | +$15.1K | 0.07% | 253 |
|
|
2023
Q3 | $894K | Buy |
5,737
+153
| +3% | +$23.8K | 0.08% | 243 |
|
|
2023
Q2 | $1M | Sell |
5,584
-1,783
| -24% | -$320K | 0.09% | 238 |
|
|
2023
Q1 | $1.43M | Buy |
7,367
+583
| +9% | +$113K | 0.11% | 203 |
|
|
2022
Q4 | $1.18M | Buy |
6,784
+461
| +7% | +$80.1K | 0.11% | 207 |
|
|
2022
Q3 | $1.02M | Sell |
6,323
-646
| -9% | -$104K | 0.1% | 238 |
|
|
2022
Q2 | $1.27M | Sell |
6,969
-125
| -2% | -$22.8K | 0.13% | 197 |
|
|
2022
Q1 | $1.52M | Sell |
7,094
-1,093
| -13% | -$234K | 0.12% | 205 |
|
|
2021
Q4 | $1.76M | Buy |
8,187
+538
| +7% | +$115K | 0.13% | 184 |
|
|
2021
Q3 | $1.39M | Sell |
7,649
-53
| -0.7% | -$9.65K | 0.12% | 210 |
|
|
2021
Q2 | $1.6M | Buy |
7,702
+1,470
| +24% | +$306K | 0.13% | 187 |
|
|
2021
Q1 | $1.06M | Sell |
6,232
-2,904
| -32% | -$493K | 0.1% | 231 |
|
|
2020
Q4 | $1.54M | Buy |
9,136
+233
| +3% | +$39.3K | 0.16% | 156 |
|
|
2020
Q3 | $1.48M | Sell |
8,903
-5,291
| -37% | -$882K | 0.21% | 116 |
|
|
2020
Q2 | $1.58M | Buy |
14,194
+1,104
| +8% | +$123K | 0.23% | 116 |
|
|
2020
Q1 | $1.22M | Buy |
13,090
+3,953
| +43% | +$369K | 0.24% | 115 |
|
|
2019
Q4 | $1.07M | Buy |
9,137
+228
| +3% | +$26.7K | 0.15% | 161 |
|
|
2019
Q3 | $1.07M | Buy |
8,909
+5,028
| +130% | +$602K | 0.17% | 151 |
|
|
2019
Q2 | $401K | Buy |
3,881
+3,033
| +358% | +$313K | 0.06% | 308 |
|
|
2019
Q1 | $7.59K | Buy |
848
+252
| +42% | +$2.26K | 0.04% | 297 |
|
|
2018
Q4 | $6 | Buy |
596
+590
| +9,833% | +$6 | 0.04% | 269 |
|
|
2018
Q3 | $660 | Sell |
6
-4,856
| -100% | -$534K | 0.12% | 195 |
|
|
2018
Q2 | $516K | Buy |
4,862
+1,574
| +48% | +$167K | 0.07% | 304 |
|
|
2018
Q1 | $344K | Sell |
3,288
-141
| -4% | -$14.8K | 0.08% | 248 |
|
|
2017
Q4 | $409K | Buy |
+3,429
| New | +$409K | 0.11% | 209 |
|