Cordatus Wealth Management’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 | $1.28M | Sell |
12,674
-348
| -3% | -$35.1K | 0.31% | 80 |
|
|
2025
Q1 | $1.43M | Buy |
13,022
+657
| +5% | +$72.2K | 0.39% | 69 |
|
|
2024
Q4 | $1.56M | Sell |
12,365
-251
| -2% | -$31.6K | 0.41% | 69 |
|
|
2024
Q3 | $1.72M | Buy |
12,616
+10
| +0.1% | +$1.36K | 0.62% | 52 |
|
|
2024
Q2 | $1.73M | Buy |
+12,606
| New | +$1.73M | 0.65% | 46 |
|
|
2023
Q3 | – | Sell |
-20,024
| Closed | -$3.59M | – | 142 |
|
|
2023
Q2 | $3.59M | Buy |
+20,024
| New | +$3.59M | 1.35% | 19 |
|
|
2022
Q4 | – | Sell |
-13,202
| Closed | -$2.13M | – | 106 |
|
|
2022
Q3 | $2.13M | Buy |
13,202
+262
| +2% | +$42.3K | 2.25% | 17 |
|
|
2022
Q2 | $2.36M | Buy |
12,940
+116
| +0.9% | +$21.2K | 1.1% | 27 |
|
|
2022
Q1 | $2.75M | Sell |
12,824
-168
| -1% | -$36K | 0.97% | 25 |
|
|
2021
Q4 | $2.79M | Buy |
+12,992
| New | +$2.79M | 0.82% | 39 |
|
|
2021
Q1 | $4.07M | Sell |
23,924
-445
| -2% | -$75.6K | 1.56% | 8 |
|
|
2020
Q4 | $4.1M | Buy |
24,369
+12,644
| +108% | +$2.13M | 1.73% | 9 |
|
|
2020
Q3 | $1.95M | Sell |
11,725
-36
| -0.3% | -$6K | 0.94% | 36 |
|
|
2020
Q2 | $1.31M | Buy |
+11,761
| New | +$1.31M | 0.72% | 54 |
|