Csenge Advisory Group’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 | $1.06M | Buy |
10,913
+1,088
| +11% | +$106K | 0.06% | 256 |
|
|
2025
Q1 | $947K | Buy |
9,825
+3,776
| +62% | +$364K | 0.05% | 255 |
|
|
2024
Q4 | $763K | Sell |
6,049
-821
| -12% | -$104K | 0.04% | 332 |
|
|
2024
Q3 | $925K | Sell |
6,870
-453
| -6% | -$61K | 0.05% | 289 |
|
|
2024
Q2 | $1M | Sell |
7,323
-458
| -6% | -$62.7K | 0.06% | 249 |
|
|
2024
Q1 | $1.16M | Sell |
7,781
-222
| -3% | -$33K | 0.06% | 232 |
|
|
2023
Q4 | $1.26M | Sell |
8,003
-6
| -0.1% | -$943 | 0.08% | 200 |
|
|
2023
Q3 | $1.25M | Sell |
8,009
-63
| -0.8% | -$9.82K | 0.09% | 185 |
|
|
2023
Q2 | $1.45M | Sell |
8,072
-788
| -9% | -$141K | 0.1% | 166 |
|
|
2023
Q1 | $1.72M | Buy |
8,860
+1,482
| +20% | +$288K | 0.12% | 143 |
|
|
2022
Q4 | $1.28M | Sell |
7,378
-1,332
| -15% | -$232K | 0.1% | 174 |
|
|
2022
Q3 | $1.41M | Buy |
8,710
+902
| +12% | +$146K | 0.12% | 162 |
|
|
2022
Q2 | $1.43M | Buy |
7,808
+348
| +5% | +$63.5K | 0.12% | 163 |
|
|
2022
Q1 | $1.6M | Buy |
7,460
+331
| +5% | +$71K | 0.13% | 147 |
|
|
2021
Q4 | $1.5M | Sell |
7,129
-87
| -1% | -$18.3K | 0.13% | 129 |
|
|
2021
Q3 | $1.31M | Buy |
7,216
+87
| +1% | +$15.8K | 0.11% | 167 |
|
|
2021
Q2 | $1.5M | Buy |
7,129
+3,176
| +80% | +$668K | 0.13% | 129 |
|
|
2021
Q1 | $696K | Buy |
3,953
+1,112
| +39% | +$196K | 0.07% | 214 |
|
|
2020
Q4 | $478K | Sell |
2,841
-861
| -23% | -$145K | 0.06% | 227 |
|
|
2020
Q3 | $627K | Sell |
3,702
-551
| -13% | -$93.3K | 0.09% | 182 |
|
|
2020
Q2 | $473K | Buy |
+4,253
| New | +$473K | 0.07% | 208 |
|
|
2018
Q4 | – | Sell |
-144
| Closed | -$15K | – | 1421 |
|
|
2018
Q3 | $15K | Sell |
144
-3,520
| -96% | -$367K | 0.01% | 426 |
|
|
2018
Q2 | $389K | Buy |
+3,664
| New | +$389K | 0.14% | 142 |
|
|
2018
Q1 | – | Sell |
-1,758
| Closed | -$209K | – | 307 |
|
|
2017
Q4 | $209K | Sell |
1,758
-427
| -20% | -$50.8K | 0.07% | 238 |
|
|
2017
Q3 | $262K | Buy |
+2,185
| New | +$262K | 0.1% | 193 |
|