Centerpoint Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23K | Hold |
229
| – | – | 0.01% | 218 |
|
|
2025
Q4 | $23K | Sell |
229
-189
| -45% | -$17.7K | 0.01% | 223 |
|
|
2025
Q3 | $35K | Buy |
418
+4
| +1% | +$362 | 0.01% | 191 |
|
|
2025
Q2 | $42K | Buy |
414
+232
| +127% | +$22.8K | 0.01% | 173 |
|
|
2025
Q1 | $20K | Sell |
182
-57
| -24% | -$6.82K | 0.01% | 244 |
|
|
2024
Q4 | $30K | Buy |
239
+2
| +0.8% | +$263 | 0.01% | 213 |
|
|
2024
Q3 | $32K | Buy |
237
+2
| +0.9% | +$263 | 0.01% | 217 |
|
|
2024
Q2 | $32K | Buy |
235
+175
| +292% | +$25.1K | 0.01% | 214 |
|
|
2024
Q1 | $9K | Hold |
60
| – | – | ﹤0.01% | 331 |
|
|
2023
Q4 | $9K | Sell |
60
-32
| -35% | -$4.84K | ﹤0.01% | 332 |
|
|
2023
Q3 | $14K | Hold |
92
| – | – | 0.01% | 301 |
|
|
2023
Q2 | $16K | Sell |
92
-91
| -50% | -$16.2K | 0.01% | 299 |
|
|
2023
Q1 | $36K | Buy |
183
+123
| +205% | +$22.6K | 0.02% | 189 |
|
|
2022
Q4 | $10K | Hold |
60
| – | – | ﹤0.01% | 309 |
|
|
2022
Q3 | $10K | Hold |
60
| – | – | 0.01% | 222 |
|
|
2022
Q2 | $11K | Hold |
60
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $13K | Hold |
60
| – | – | 0.01% | 214 |
|
|
2021
Q4 | $13K | Hold |
60
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $11K | Hold |
60
| – | – | 0.01% | 195 |
|
|
2021
Q2 | $12K | Hold |
60
| – | – | 0.01% | 196 |
|
|
2021
Q1 | $10K | Hold |
60
| – | – | 0.01% | 177 |
|
|
2020
Q4 | $10K | Buy |
+60
| New | +$10.1K | 0.01% | 165 |
|
|
2018
Q3 | – | Sell |
-144
| Closed | -$15K | – | 355 |
|
|
2018
Q2 | $15K | Buy |
+144
| New | +$16.2K | 0.01% | 158 |
|
Other funds holding UPS
VCM
VPM
