Creative Financial Designs’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 | $1.03M | Buy |
10,171
+8,086
| +388% | +$816K | 0.07% | 215 |
|
|
2025
Q1 | $229K | Buy |
2,085
+224
| +12% | +$24.6K | 0.02% | 411 |
|
|
2024
Q4 | $235K | Sell |
1,861
-444
| -19% | -$56K | 0.02% | 407 |
|
|
2024
Q3 | $314K | Buy |
2,305
+498
| +28% | +$67.9K | 0.03% | 361 |
|
|
2024
Q2 | $247K | Buy |
1,807
+239
| +15% | +$32.7K | 0.02% | 389 |
|
|
2024
Q1 | $233K | Sell |
1,568
-15
| -0.9% | -$2.23K | 0.02% | 386 |
|
|
2023
Q4 | $249K | Buy |
1,583
+1
| +0.1% | +$157 | 0.03% | 348 |
|
|
2023
Q3 | $247K | Buy |
1,582
+51
| +3% | +$7.95K | 0.03% | 299 |
|
|
2023
Q2 | $274K | Sell |
1,531
-332
| -18% | -$59.5K | 0.03% | 294 |
|
|
2023
Q1 | $361K | Sell |
1,863
-18
| -1% | -$3.49K | 0.05% | 248 |
|
|
2022
Q4 | $327K | Buy |
1,881
+1
| +0.1% | +$174 | 0.05% | 252 |
|
|
2022
Q3 | $304K | Buy |
1,880
+100
| +6% | +$16.2K | 0.05% | 238 |
|
|
2022
Q2 | $325K | Hold |
1,780
| – | – | 0.05% | 234 |
|
|
2022
Q1 | $382K | Sell |
1,780
-19
| -1% | -$4.08K | 0.06% | 225 |
|
|
2021
Q4 | $386K | Buy |
1,799
+40
| +2% | +$8.58K | 0.06% | 221 |
|
|
2021
Q3 | $320K | Sell |
1,759
-15
| -0.8% | -$2.73K | 0.05% | 232 |
|
|
2021
Q2 | $369K | Sell |
1,774
-15
| -0.8% | -$3.12K | 0.06% | 213 |
|
|
2021
Q1 | $304K | Buy |
1,789
+333
| +23% | +$56.6K | 0.06% | 223 |
|
|
2020
Q4 | $245K | Buy |
1,456
+1
| +0.1% | +$168 | 0.05% | 231 |
|
|
2020
Q3 | $243K | Buy |
1,455
+1,324
| +1,011% | +$221K | 0.06% | 219 |
|
|
2020
Q2 | $15K | Buy |
131
+101
| +337% | +$11.6K | ﹤0.01% | 667 |
|
|
2020
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 439 |
|
|
2019
Q4 | $4K | Sell |
30
-9
| -23% | -$1.2K | ﹤0.01% | 486 |
|
|
2019
Q3 | $4K | Buy |
39
+9
| +30% | +$923 | ﹤0.01% | 508 |
|
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 498 |
|
|
2019
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 487 |
|
|
2018
Q3 | – | Sell |
-30
| Closed | -$3K | – | 823 |
|
|
2018
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 629 |
|
|
2018
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 578 |
|
|
2017
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 538 |
|
|
2017
Q3 | $4K | Sell |
30
-61
| -67% | -$8.13K | ﹤0.01% | 559 |
|
|
2017
Q2 | $10K | Buy |
91
+31
| +52% | +$3.41K | 0.01% | 421 |
|
|
2017
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 464 |
|
|
2016
Q4 | $7K | Buy |
+60
| New | +$7K | 0.01% | 441 |
|