Continuum Advisory’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 | $717K | Buy |
7,102
+4,227
| +147% | +$427K | 0.09% | 214 |
|
|
2025
Q1 | $316K | Sell |
2,875
-18
| -0.6% | -$1.98K | 0.04% | 307 |
|
|
2024
Q4 | $365K | Buy |
2,893
+9
| +0.3% | +$1.14K | 0.05% | 297 |
|
|
2024
Q3 | $383K | Sell |
2,884
-280
| -9% | -$37.1K | 0.05% | 288 |
|
|
2024
Q2 | $433K | Buy |
3,164
+28
| +0.9% | +$3.83K | 0.06% | 245 |
|
|
2024
Q1 | $464K | Sell |
3,136
-1,234
| -28% | -$183K | 0.07% | 242 |
|
|
2023
Q4 | $687K | Buy |
4,370
+287
| +7% | +$45.1K | 0.1% | 229 |
|
|
2023
Q3 | $636K | Buy |
4,083
+105
| +3% | +$16.4K | 0.1% | 237 |
|
|
2023
Q2 | $713K | Sell |
3,978
-140
| -3% | -$25.1K | 0.11% | 217 |
|
|
2023
Q1 | $799K | Buy |
4,118
+99
| +2% | +$19.2K | 0.14% | 180 |
|
|
2022
Q4 | $699K | Buy |
4,019
+815
| +25% | +$142K | 0.13% | 199 |
|
|
2022
Q3 | $518K | Buy |
3,204
+417
| +15% | +$67.4K | 0.09% | 229 |
|
|
2022
Q2 | $509K | Buy |
2,787
+978
| +54% | +$179K | 0.09% | 246 |
|
|
2022
Q1 | $326K | Buy |
1,809
+726
| +67% | +$131K | 0.06% | 305 |
|
|
2021
Q4 | $232K | Buy |
+1,083
| New | +$232K | 0.05% | 269 |
|
|
2018
Q1 | – | Sell |
-2,431
| Closed | -$290K | – | 175 |
|
|
2017
Q4 | $290K | Buy |
2,431
+206
| +9% | +$24.6K | 0.22% | 116 |
|
|
2017
Q3 | $267K | Sell |
2,225
-93
| -4% | -$11.2K | 0.23% | 117 |
|
|
2017
Q2 | $256K | Buy |
2,318
+72
| +3% | +$7.95K | 0.25% | 114 |
|
|
2017
Q1 | $241K | Buy |
+2,246
| New | +$241K | 0.29% | 102 |
|