Clifford 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 | $229K | Buy |
2,272
+254
| +13% | +$25.6K | 0.19% | 76 |
|
|
2025
Q1 | $222K | Buy |
+2,018
| New | +$222K | 0.21% | 67 |
|
|
2024
Q4 | – | Sell |
-2,463
| Closed | -$336K | – | 78 |
|
|
2024
Q3 | $336K | Sell |
2,463
-1,425
| -37% | -$194K | 0.26% | 58 |
|
|
2024
Q2 | $532K | Buy |
3,888
+17
| +0.4% | +$2.33K | 0.43% | 44 |
|
|
2024
Q1 | $575K | Buy |
3,871
+576
| +17% | +$85.6K | 0.48% | 44 |
|
|
2023
Q4 | $518K | Buy |
3,295
+287
| +10% | +$45.1K | 0.48% | 46 |
|
|
2023
Q3 | $469K | Sell |
3,008
-45
| -1% | -$7.01K | 0.51% | 45 |
|
|
2023
Q2 | $547K | Buy |
3,053
+481
| +19% | +$86.2K | 0.59% | 42 |
|
|
2023
Q1 | $499K | Buy |
2,572
+200
| +8% | +$38.8K | 0.6% | 33 |
|
|
2022
Q4 | $412K | Buy |
+2,372
| New | +$412K | 0.51% | 51 |
|