D.J. St. Germain’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 | $206K | Buy |
2,038
+85
| +4% | +$8.58K | 0.01% | 294 |
|
|
2025
Q1 | $215K | Sell |
1,953
-552
| -22% | -$60.7K | 0.01% | 269 |
|
|
2024
Q4 | $316K | Buy |
2,505
+954
| +62% | +$120K | 0.01% | 255 |
|
|
2024
Q3 | $211K | Hold |
1,551
| – | – | 0.01% | 266 |
|
|
2024
Q2 | $212K | Sell |
1,551
-100
| -6% | -$13.7K | 0.01% | 257 |
|
|
2024
Q1 | $245K | Buy |
1,651
+24
| +1% | +$3.57K | 0.01% | 249 |
|
|
2023
Q4 | $256K | Buy |
1,627
+150
| +10% | +$23.6K | 0.01% | 245 |
|
|
2023
Q3 | $230K | Hold |
1,477
| – | – | 0.01% | 239 |
|
|
2023
Q2 | $265K | Buy |
+1,477
| New | +$265K | 0.01% | 230 |
|
|
2022
Q4 | $242 | Buy |
1,392
+50
| +4% | +$9 | ﹤0.01% | 394 |
|
|
2022
Q3 | $245K | Hold |
1,342
| – | – | 0.02% | 208 |
|
|
2022
Q2 | $245K | Buy |
1,342
+30
| +2% | +$5.48K | 0.02% | 208 |
|
|
2022
Q1 | $281K | Hold |
1,312
| – | – | 0.02% | 210 |
|
|
2021
Q4 | $281K | Buy |
1,312
+15
| +1% | +$3.21K | 0.02% | 213 |
|
|
2021
Q3 | $236K | Hold |
1,297
| – | – | 0.01% | 223 |
|
|
2021
Q2 | $270K | Hold |
1,297
| – | – | 0.02% | 217 |
|
|
2021
Q1 | $220K | Hold |
1,297
| – | – | 0.01% | 219 |
|
|
2020
Q4 | $218K | Hold |
1,297
| – | – | 0.02% | 220 |
|
|
2020
Q3 | $216K | Buy |
+1,297
| New | +$216K | 0.02% | 204 |
|
|
2018
Q4 | – | Sell |
-1,810
| Closed | -$211K | – | 183 |
|
|
2018
Q3 | $211K | Buy |
+1,810
| New | +$211K | 0.02% | 167 |
|