Crewe Advisors’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 | $23.8K | Buy |
236
+150
| +174% | +$15.1K | ﹤0.01% | 349 |
|
|
2025
Q1 | $9.46K | Hold |
86
| – | – | ﹤0.01% | 427 |
|
|
2024
Q4 | $10.8K | Sell |
86
-123
| -59% | -$15.5K | ﹤0.01% | 422 |
|
|
2024
Q3 | $28.5K | Sell |
209
-901
| -81% | -$123K | ﹤0.01% | 365 |
|
|
2024
Q2 | $152K | Sell |
1,110
-565
| -34% | -$77.3K | 0.02% | 209 |
|
|
2024
Q1 | $249K | Buy |
+1,675
| New | +$249K | 0.03% | 150 |
|
|
2023
Q4 | – | Sell |
-861
| Closed | -$134K | – | 686 |
|
|
2023
Q3 | $134K | Buy |
861
+1
| +0.1% | +$156 | 0.02% | 87 |
|
|
2023
Q2 | $154K | Sell |
860
-273
| -24% | -$48.9K | 0.02% | 161 |
|
|
2023
Q1 | $220K | Sell |
1,133
-126
| -10% | -$24.4K | 0.03% | 147 |
|
|
2022
Q4 | $219K | Buy |
1,259
+691
| +122% | +$120K | 0.03% | 141 |
|
|
2022
Q3 | $92K | Buy |
568
+86
| +18% | +$13.9K | 0.02% | 237 |
|
|
2022
Q2 | $88K | Buy |
482
+339
| +237% | +$61.9K | 0.02% | 222 |
|
|
2022
Q1 | $31K | Buy |
+143
| New | +$31K | 0.01% | 264 |
|
|
2020
Q4 | – | Sell |
-22
| Closed | -$4K | – | 641 |
|
|
2020
Q3 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 419 |
|
|
2019
Q3 | – | Sell |
-80
| Closed | -$8K | – | 306 |
|
|
2019
Q2 | $8K | Buy |
+80
| New | +$8K | ﹤0.01% | 224 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$5K | – | 274 |
|
|
2018
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 200 |
|
|
2018
Q3 | $6K | Hold |
50
| – | – | 0.01% | 209 |
|
|
2018
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 231 |
|
|
2018
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 239 |
|
|
2017
Q4 | $6K | Buy |
+50
| New | +$6K | 0.01% | 234 |
|