Covestor’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 | $142K | Buy |
1,410
+434
| +44% | +$43.7K | 0.08% | 347 |
|
|
2025
Q1 | $107K | Buy |
976
+97
| +11% | +$10.6K | 0.07% | 445 |
|
|
2024
Q4 | $111K | Sell |
879
-145
| -14% | -$18.3K | 0.07% | 465 |
|
|
2024
Q3 | $140K | Sell |
1,024
-44
| -4% | -$6.02K | 0.09% | 346 |
|
|
2024
Q2 | $146K | Sell |
1,068
-51
| -5% | -$6.97K | 0.09% | 291 |
|
|
2024
Q1 | $166K | Buy |
1,119
+137
| +14% | +$20.3K | 0.11% | 237 |
|
|
2023
Q4 | $154K | Buy |
982
+78
| +9% | +$12.2K | 0.11% | 249 |
|
|
2023
Q3 | $141K | Buy |
904
+96
| +12% | +$15K | 0.11% | 248 |
|
|
2023
Q2 | $145K | Sell |
808
-47
| -5% | -$8.43K | 0.11% | 250 |
|
|
2023
Q1 | $166K | Buy |
855
+22
| +3% | +$4.27K | 0.14% | 169 |
|
|
2022
Q4 | $145K | Buy |
833
+53
| +7% | +$9.23K | 0.12% | 234 |
|
|
2022
Q3 | $126K | Sell |
780
-781
| -50% | -$126K | 0.11% | 246 |
|
|
2022
Q2 | $285K | Buy |
1,561
+359
| +30% | +$65.5K | 0.23% | 54 |
|
|
2022
Q1 | $258K | Buy |
1,202
+676
| +129% | +$145K | 0.17% | 82 |
|
|
2021
Q4 | $113K | Buy |
+526
| New | +$113K | 0.16% | 124 |
|