Center for Financial Planning’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 | $247K | Hold |
2,446
| – | – | 0.03% | 149 |
|
|
2025
Q1 | $269K | Sell |
2,446
-91
| -4% | -$10K | 0.03% | 138 |
|
|
2024
Q4 | $320K | Sell |
2,537
-585
| -19% | -$73.8K | 0.04% | 123 |
|
|
2024
Q3 | $426K | Hold |
3,122
| – | – | 0.06% | 101 |
|
|
2024
Q2 | $427K | Hold |
3,122
| – | – | 0.06% | 96 |
|
|
2024
Q1 | $464K | Sell |
3,122
-92
| -3% | -$13.7K | 0.07% | 95 |
|
|
2023
Q4 | $505K | Sell |
3,214
-25
| -0.8% | -$3.93K | 0.09% | 81 |
|
|
2023
Q3 | $505K | Buy |
3,239
+220
| +7% | +$34.3K | 0.11% | 78 |
|
|
2023
Q2 | $541K | Buy |
3,019
+13
| +0.4% | +$2.33K | 0.11% | 76 |
|
|
2023
Q1 | $583K | Sell |
3,006
-102
| -3% | -$19.8K | 0.13% | 69 |
|
|
2022
Q4 | $540K | Hold |
3,108
| – | – | 0.13% | 71 |
|
|
2022
Q3 | $502K | Hold |
3,108
| – | – | 0.13% | 74 |
|
|
2022
Q2 | $567K | Sell |
3,108
-55
| -2% | -$10K | 0.14% | 71 |
|
|
2022
Q1 | $678K | Sell |
3,163
-141
| -4% | -$30.2K | 0.14% | 72 |
|
|
2021
Q4 | $708K | Sell |
3,304
-130
| -4% | -$27.9K | 0.15% | 70 |
|
|
2021
Q3 | $625K | Hold |
3,434
| – | – | 0.15% | 67 |
|
|
2021
Q2 | $714K | Buy |
3,434
+627
| +22% | +$130K | 0.18% | 66 |
|
|
2021
Q1 | $477K | Buy |
2,807
+45
| +2% | +$7.65K | 0.12% | 78 |
|
|
2020
Q4 | $465K | Hold |
2,762
| – | – | 0.13% | 76 |
|
|
2020
Q3 | $460K | Buy |
2,762
+55
| +2% | +$9.16K | 0.15% | 70 |
|
|
2020
Q2 | $301K | Sell |
2,707
-258
| -9% | -$28.7K | 0.11% | 86 |
|
|
2020
Q1 | $277K | Buy |
2,965
+222
| +8% | +$20.7K | 0.09% | 86 |
|
|
2019
Q4 | $321K | Buy |
+2,743
| New | +$321K | 0.08% | 91 |
|