CKW Financial Group’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 | $1K | Hold |
5
| – | – | ﹤0.01% | 171 |
|
|
2025
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 176 |
|
|
2024
Q4 | $1K | Sell |
5
-4,301
| -100% | -$860K | ﹤0.01% | 232 |
|
|
2024
Q3 | $574K | Buy |
4,306
+5
| +0.1% | +$667 | 0.07% | 32 |
|
|
2024
Q2 | $585K | Hold |
4,301
| – | – | 0.07% | 30 |
|
|
2024
Q1 | $635K | Hold |
4,301
| – | – | 0.08% | 31 |
|
|
2023
Q4 | $676K | Hold |
4,301
| – | – | 0.09% | 30 |
|
|
2023
Q3 | $670K | Hold |
4,301
| – | – | 0.1% | 29 |
|
|
2023
Q2 | $771K | Buy |
+4,301
| New | +$771K | 0.12% | 24 |
|
|
2015
Q2 | – | Sell |
-259
| Closed | -$25K | – | 353 |
|
|
2015
Q1 | $25K | Hold |
259
| – | – | 0.01% | 178 |
|
|
2014
Q4 | $29K | Buy |
259
+1
| +0.4% | +$112 | 0.01% | 162 |
|
|
2014
Q3 | $25K | Hold |
258
| – | – | 0.01% | 176 |
|
|
2014
Q2 | $27K | Buy |
258
+42
| +19% | +$4.4K | 0.01% | 170 |
|
|
2014
Q1 | $21K | Hold |
216
| – | – | 0.01% | 222 |
|
|
2013
Q4 | $23K | Buy |
+216
| New | +$23K | 0.01% | 192 |
|