Clear Creek Financial Management’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 | $1.49M | Buy |
14,805
+5,814
| +65% | +$587K | 0.14% | 162 |
|
|
2025
Q1 | $989K | Buy |
8,991
+1,271
| +16% | +$140K | 0.1% | 190 |
|
|
2024
Q4 | $974K | Buy |
7,720
+4,672
| +153% | +$589K | 0.11% | 197 |
|
|
2024
Q3 | $416K | Buy |
3,048
+441
| +17% | +$60.1K | 0.05% | 294 |
|
|
2024
Q2 | $357K | Sell |
2,607
-12
| -0.5% | -$1.64K | 0.04% | 304 |
|
|
2024
Q1 | $389K | Buy |
+2,619
| New | +$389K | 0.05% | 284 |
|
|
2023
Q4 | – | Sell |
-1,347
| Closed | -$210K | – | 372 |
|
|
2023
Q3 | $210K | Buy |
1,347
+20
| +2% | +$3.12K | 0.04% | 289 |
|
|
2023
Q2 | $238K | Buy |
1,327
+70
| +6% | +$12.6K | 0.04% | 277 |
|
|
2023
Q1 | $244K | Buy |
+1,257
| New | +$244K | 0.05% | 252 |
|
|
2021
Q3 | – | Sell |
-22,161
| Closed | -$4.61M | – | 368 |
|
|
2021
Q2 | $4.61M | Buy |
+22,161
| New | +$4.61M | 0.71% | 35 |
|