Cornerstone Planning 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 | $19.9K | Buy |
229
+27
| +13% | +$2.34K | ﹤0.01% | 418 |
|
|
2025
Q1 | $19.6K | Buy |
202
+70
| +53% | +$6.81K | ﹤0.01% | 417 |
|
|
2024
Q4 | $18K | Buy |
132
+5
| +4% | +$681 | ﹤0.01% | 327 |
|
|
2024
Q3 | $17.1K | Sell |
127
-23
| -15% | -$3.09K | ﹤0.01% | 323 |
|
|
2024
Q2 | $18.9K | Sell |
150
-46
| -23% | -$5.8K | 0.01% | 323 |
|
|
2024
Q1 | $28.7K | Sell |
196
-8
| -4% | -$1.17K | 0.01% | 249 |
|
|
2023
Q4 | $32.1K | Buy |
204
+10
| +5% | +$1.57K | 0.01% | 249 |
|
|
2023
Q3 | $30.2K | Sell |
194
-5
| -3% | -$779 | 0.01% | 252 |
|
|
2023
Q2 | $35.7K | Buy |
+199
| New | +$35.7K | 0.01% | 308 |
|
|
2022
Q4 | $42.6K | Buy |
+242
| New | +$42.6K | 0.02% | 294 |
|