Colonial Trust’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 | $2.32M | Buy |
23,009
+15,909
| +224% | +$1.61M | 0.34% | 76 |
|
|
2025
Q1 | $781K | Sell |
7,100
-127
| -2% | -$14K | 0.12% | 129 |
|
|
2024
Q4 | $911K | Buy |
7,227
+98
| +1% | +$12.4K | 0.14% | 125 |
|
|
2024
Q3 | $972K | Buy |
7,129
+178
| +3% | +$24.3K | 0.15% | 123 |
|
|
2024
Q2 | $951K | Buy |
6,951
+299
| +4% | +$40.9K | 0.17% | 104 |
|
|
2024
Q1 | $989K | Buy |
6,652
+72
| +1% | +$10.7K | 0.19% | 101 |
|
|
2023
Q4 | $1.03M | Buy |
6,580
+275
| +4% | +$43.2K | 0.22% | 98 |
|
|
2023
Q3 | $983K | Buy |
6,305
+45
| +0.7% | +$7.01K | 0.24% | 91 |
|
|
2023
Q2 | $1.12M | Buy |
6,260
+339
| +6% | +$60.8K | 0.27% | 84 |
|
|
2023
Q1 | $1.15M | Buy |
5,921
+394
| +7% | +$76.4K | 0.29% | 81 |
|
|
2022
Q4 | $961K | Sell |
5,527
-76
| -1% | -$13.2K | 0.26% | 84 |
|
|
2022
Q3 | $905K | Buy |
+5,603
| New | +$905K | 0.29% | 86 |
|