Copperwynd Financial’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 | $254K | Buy |
2,512
+207
| +9% | +$20.9K | 0.06% | 137 |
|
|
2025
Q1 | $254K | Buy |
2,305
+245
| +12% | +$27K | 0.07% | 128 |
|
|
2024
Q4 | $260K | Sell |
2,060
-44
| -2% | -$5.55K | 0.07% | 118 |
|
|
2024
Q3 | $287K | Buy |
2,104
+196
| +10% | +$26.7K | 0.09% | 117 |
|
|
2024
Q2 | $249K | Buy |
1,908
+124
| +7% | +$16.2K | 0.08% | 129 |
|
|
2024
Q1 | $265K | Buy |
1,784
+17
| +1% | +$2.53K | 0.1% | 114 |
|
|
2023
Q4 | $278K | Buy |
1,767
+21
| +1% | +$3.3K | 0.11% | 115 |
|
|
2023
Q3 | $272K | Buy |
+1,746
| New | +$272K | 0.13% | 108 |
|
|
2022
Q4 | – | Sell |
-11,763
| Closed | -$1.9M | – | 141 |
|
|
2022
Q3 | $1.9M | Buy |
11,763
+224
| +2% | +$36.2K | 1.09% | 23 |
|
|
2022
Q2 | $2.11M | Buy |
+11,539
| New | +$2.11M | 1.24% | 22 |
|