CX Institutional’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 | $6.07M | Buy |
60,165
+17,152
| +40% | +$1.73M | 0.21% | 115 |
|
|
2025
Q1 | $4.73M | Sell |
43,013
-1,154
| -3% | -$127K | 0.18% | 127 |
|
|
2024
Q4 | $5.57M | Buy |
44,167
+9,733
| +28% | +$1.23M | 0.22% | 109 |
|
|
2024
Q3 | $4.69M | Sell |
34,434
-21,268
| -38% | -$2.9M | 0.21% | 134 |
|
|
2024
Q2 | $7.62M | Buy |
55,702
+2,301
| +4% | +$315K | 0.36% | 70 |
|
|
2024
Q1 | $7.94M | Buy |
53,401
+12,456
| +30% | +$1.85M | 0.38% | 65 |
|
|
2023
Q4 | $6.44M | Buy |
40,945
+3,132
| +8% | +$492K | 0.34% | 80 |
|
|
2023
Q3 | $5.89M | Sell |
37,813
-7,043
| -16% | -$1.1M | 0.32% | 81 |
|
|
2023
Q2 | $8.04M | Buy |
44,856
+4,801
| +12% | +$861K | 0.42% | 67 |
|
|
2023
Q1 | $7.76M | Buy |
40,055
+36,557
| +1,045% | +$7.08M | 0.41% | 65 |
|
|
2022
Q4 | $608K | Buy |
3,498
+1,966
| +128% | +$342K | 0.04% | 345 |
|
|
2022
Q3 | $248K | Sell |
1,532
-12,813
| -89% | -$2.07M | 0.02% | 416 |
|
|
2022
Q2 | $2.62M | Buy |
14,345
+3,930
| +38% | +$717K | 0.2% | 130 |
|
|
2022
Q1 | $2.23M | Buy |
10,415
+8,920
| +597% | +$1.91M | 0.18% | 142 |
|
|
2021
Q4 | $320K | Sell |
1,495
-7,122
| -83% | -$1.52M | 0.03% | 281 |
|
|
2021
Q3 | $1.57M | Buy |
8,617
+7,260
| +535% | +$1.32M | 0.13% | 172 |
|
|
2021
Q2 | $282K | Buy |
1,357
+136
| +11% | +$28.3K | 0.02% | 302 |
|
|
2021
Q1 | $208K | Buy |
1,221
+259
| +27% | +$44.1K | 0.02% | 301 |
|
|
2020
Q4 | $162K | Sell |
962
-224
| -19% | -$37.7K | 0.02% | 306 |
|
|
2020
Q3 | $198K | Buy |
1,186
+383
| +48% | +$63.9K | 0.02% | 262 |
|
|
2020
Q2 | $89K | Buy |
803
+155
| +24% | +$17.2K | 0.01% | 301 |
|
|
2020
Q1 | $61K | Sell |
648
-5,102
| -89% | -$480K | 0.01% | 302 |
|
|
2019
Q4 | $673K | Buy |
5,750
+5,437
| +1,737% | +$636K | 0.12% | 133 |
|
|
2019
Q3 | $38K | Sell |
313
-1,221
| -80% | -$148K | 0.01% | 314 |
|
|
2019
Q2 | $158K | Buy |
1,534
+1,275
| +492% | +$131K | 0.03% | 239 |
|
|
2019
Q1 | $29K | Buy |
+259
| New | +$29K | 0.01% | 370 |
|