Clear Harbor Asset 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 | $708K | Buy |
7,014
+1,583
| +29% | +$160K | 0.05% | 230 |
|
|
2025
Q1 | $597K | Buy |
+5,431
| New | +$597K | 0.05% | 235 |
|
|
2023
Q4 | – | Sell |
-1,445
| Closed | -$225K | – | 363 |
|
|
2023
Q3 | $225K | Sell |
1,445
-139
| -9% | -$21.7K | 0.02% | 286 |
|
|
2023
Q2 | $284K | Buy |
1,584
+30
| +2% | +$5.38K | 0.03% | 273 |
|
|
2023
Q1 | $301K | Buy |
+1,554
| New | +$301K | 0.03% | 285 |
|
|
2020
Q4 | – | Sell |
-354
| Closed | -$59K | – | 689 |
|
|
2020
Q3 | $59K | Buy |
+354
| New | +$59K | 0.01% | 368 |
|
|
2020
Q1 | – | Sell |
-215
| Closed | -$25.2K | – | 641 |
|
|
2019
Q4 | $25.2K | Buy |
+215
| New | +$25.2K | ﹤0.01% | 486 |
|