Commonwealth Retirement Investments’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 | $4.73M | Buy |
46,886
+12,582
| +37% | +$1.27M | 1.8% | 16 |
|
|
2025
Q1 | $3.77M | Buy |
34,304
+5,884
| +21% | +$647K | 1.53% | 19 |
|
|
2024
Q4 | $3.58M | Sell |
28,420
-2,421
| -8% | -$305K | 1.48% | 19 |
|
|
2024
Q3 | $4.2M | Buy |
30,841
+1,256
| +4% | +$171K | 1.76% | 18 |
|
|
2024
Q2 | $4.05M | Buy |
29,585
+1,037
| +4% | +$142K | 1.85% | 18 |
|
|
2024
Q1 | $4.24M | Buy |
28,548
+4,222
| +17% | +$628K | 2.03% | 18 |
|
|
2023
Q4 | $3.82M | Buy |
24,326
+1,041
| +4% | +$164K | 2.03% | 16 |
|
|
2023
Q3 | $3.63M | Buy |
23,285
+1,150
| +5% | +$179K | 2.09% | 18 |
|
|
2023
Q2 | $3.97M | Buy |
22,135
+617
| +3% | +$111K | 2.21% | 19 |
|
|
2023
Q1 | $4.17M | Buy |
21,518
+299
| +1% | +$58K | 2.48% | 18 |
|
|
2022
Q4 | $3.69M | Buy |
+21,219
| New | +$3.69M | 2.24% | 21 |
|