Cooper Financial 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 | $5.74M | Sell |
56,907
-8,693
| -13% | -$877K | 0.68% | 32 |
|
|
2025
Q1 | $7.22M | Sell |
65,600
-307
| -0.5% | -$33.8K | 0.95% | 21 |
|
|
2024
Q4 | $8.31M | Buy |
65,907
+51,360
| +353% | +$6.48M | 1% | 19 |
|
|
2024
Q3 | $1.98M | Sell |
14,547
-2,095
| -13% | -$286K | 0.26% | 71 |
|
|
2024
Q2 | $2.28M | Buy |
16,642
+9,976
| +150% | +$1.37M | 0.33% | 55 |
|
|
2024
Q1 | $991K | Buy |
6,666
+285
| +4% | +$42.4K | 0.16% | 120 |
|
|
2023
Q4 | $1M | Sell |
6,381
-1,333
| -17% | -$210K | 0.18% | 109 |
|
|
2023
Q3 | $1.2M | Buy |
7,714
+138
| +2% | +$21.5K | 0.29% | 81 |
|
|
2023
Q2 | $1.36M | Buy |
7,576
+1,572
| +26% | +$282K | 0.34% | 68 |
|
|
2023
Q1 | $1.16M | Sell |
6,004
-131
| -2% | -$25.4K | 0.31% | 81 |
|
|
2022
Q4 | $1.07M | Buy |
6,135
+369
| +6% | +$64.1K | 0.33% | 75 |
|
|
2022
Q3 | $931K | Buy |
5,766
+341
| +6% | +$55.1K | 0.34% | 75 |
|
|
2022
Q2 | $990K | Buy |
5,425
+921
| +20% | +$168K | 0.36% | 73 |
|
|
2022
Q1 | $966K | Buy |
4,504
+16
| +0.4% | +$3.43K | 0.37% | 59 |
|
|
2021
Q4 | $962K | Sell |
4,488
-372
| -8% | -$79.7K | 0.36% | 68 |
|
|
2021
Q3 | $885K | Buy |
4,860
+13
| +0.3% | +$2.37K | 0.18% | 84 |
|
|
2021
Q2 | $1.01M | Buy |
4,847
+80
| +2% | +$16.6K | 0.21% | 69 |
|
|
2021
Q1 | $810K | Sell |
4,767
-129
| -3% | -$21.9K | 0.18% | 82 |
|
|
2020
Q4 | $824K | Buy |
4,896
+265
| +6% | +$44.6K | 0.17% | 105 |
|
|
2020
Q3 | $772K | Buy |
4,631
+201
| +5% | +$33.5K | 0.22% | 63 |
|
|
2020
Q2 | $493K | Buy |
4,430
+45
| +1% | +$5.01K | 0.16% | 90 |
|
|
2020
Q1 | $410K | Sell |
4,385
-221
| -5% | -$20.7K | 0.17% | 88 |
|
|
2019
Q4 | $539K | Hold |
4,606
| – | – | 0.22% | 70 |
|
|
2019
Q3 | $552K | Sell |
4,606
-589
| -11% | -$70.6K | 0.25% | 59 |
|
|
2019
Q2 | $536K | Buy |
5,195
+589
| +13% | +$60.8K | 0.26% | 61 |
|
|
2019
Q1 | $515K | Sell |
4,606
-20
| -0.4% | -$2.24K | 0.28% | 54 |
|
|
2018
Q4 | $451K | Buy |
+4,626
| New | +$451K | 0.31% | 54 |
|