Costello Asset 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 | – | Sell |
-60
| Closed | -$6.6K | – | 709 |
|
|
2025
Q1 | $6.6K | Sell |
60
-15
| -20% | -$1.65K | ﹤0.01% | 500 |
|
|
2024
Q4 | $9.46K | Hold |
75
| – | – | 0.01% | 147 |
|
|
2024
Q3 | $10.2K | Hold |
75
| – | – | 0.01% | 143 |
|
|
2024
Q2 | $10.3K | Buy |
+75
| New | +$10.3K | 0.01% | 129 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$9K | – | 235 |
|
|
2022
Q2 | $9K | Hold |
50
| – | – | 0.01% | 171 |
|
|
2022
Q1 | $11K | Buy |
+50
| New | +$11K | 0.01% | 173 |
|