Country Club Bank’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 | $7.15M | Sell |
70,688
-3,867
| -5% | -$391K | 0.45% | 58 |
|
|
2025
Q1 | $8.18M | Buy |
74,555
+16,015
| +27% | +$1.76M | 0.55% | 50 |
|
|
2024
Q4 | $7.34M | Sell |
58,540
-9,357
| -14% | -$1.17M | 0.49% | 54 |
|
|
2024
Q3 | $9.12M | Buy |
67,897
+11,581
| +21% | +$1.55M | 0.61% | 45 |
|
|
2024
Q2 | $7.65M | Buy |
56,316
+1,985
| +4% | +$270K | 0.53% | 52 |
|
|
2024
Q1 | $8.08M | Buy |
54,331
+7,976
| +17% | +$1.19M | 0.57% | 52 |
|
|
2023
Q4 | $7.29M | Sell |
46,355
-1,505
| -3% | -$237K | 0.55% | 52 |
|
|
2023
Q3 | $7.44M | Sell |
47,860
-787
| -2% | -$122K | 0.61% | 49 |
|
|
2023
Q2 | $8.56M | Sell |
48,647
-1,841
| -4% | -$324K | 0.68% | 44 |
|
|
2023
Q1 | $9.65M | Buy |
50,488
+493
| +1% | +$94.2K | 0.79% | 42 |
|
|
2022
Q4 | $8.69M | Buy |
49,995
+8,864
| +22% | +$1.54M | 0.76% | 47 |
|
|
2022
Q3 | $6.8M | Sell |
41,131
-13,251
| -24% | -$2.19M | 0.65% | 53 |
|
|
2022
Q2 | $9.85M | Sell |
54,382
-1,403
| -3% | -$254K | 0.91% | 36 |
|
|
2022
Q1 | $12.3M | Buy |
+55,785
| New | +$12.3M | 1.07% | 30 |
|