Comprehensive Financial Consultants Institutional’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 | $915K | Hold |
9,066
| – | – | 0.3% | 99 |
|
|
2025
Q1 | $997K | Buy |
9,066
+1,588
| +21% | +$175K | 0.35% | 90 |
|
|
2024
Q4 | $943K | Sell |
7,478
-100
| -1% | -$12.6K | 0.34% | 93 |
|
|
2024
Q3 | $1.03M | Buy |
7,578
+548
| +8% | +$74.7K | 0.38% | 89 |
|
|
2024
Q2 | $962K | Buy |
7,030
+1,161
| +20% | +$159K | 0.38% | 87 |
|
|
2024
Q1 | $872K | Buy |
5,869
+647
| +12% | +$96.2K | 0.36% | 89 |
|
|
2023
Q4 | $821K | Buy |
5,222
+229
| +5% | +$36K | 0.38% | 91 |
|
|
2023
Q3 | $778K | Buy |
4,993
+102
| +2% | +$15.9K | 0.41% | 86 |
|
|
2023
Q2 | $894K | Buy |
4,891
+176
| +4% | +$32.2K | 0.47% | 81 |
|
|
2023
Q1 | $915K | Buy |
4,715
+274
| +6% | +$53.2K | 0.52% | 77 |
|
|
2022
Q4 | $812K | Buy |
4,441
+94
| +2% | +$17.2K | 0.49% | 83 |
|
|
2022
Q3 | $716K | Buy |
4,347
+415
| +11% | +$68.4K | 0.47% | 82 |
|
|
2022
Q2 | $705K | Sell |
3,932
-8
| -0.2% | -$1.43K | 0.5% | 78 |
|
|
2022
Q1 | $709K | Sell |
3,940
-76
| -2% | -$13.7K | 0.49% | 76 |
|
|
2021
Q4 | $843K | Buy |
+4,016
| New | +$843K | 0.54% | 67 |
|