Darwin Wealth Management’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 | $511K | Buy |
5,059
+151
| +3% | +$15.2K | 0.18% | 89 |
|
|
2025
Q1 | $619K | Hold |
4,908
| – | – | 0.21% | 88 |
|
|
2024
Q4 | $619K | Sell |
4,908
-25
| -0.5% | -$3.15K | 0.21% | 88 |
|
|
2024
Q3 | $673K | Buy |
+4,933
| New | +$673K | 0.18% | 90 |
|
|
2024
Q2 | – | Sell |
-4,878
| Closed | -$725K | – | 141 |
|
|
2024
Q1 | $725K | Sell |
4,878
-29
| -0.6% | -$4.31K | 0.2% | 82 |
|
|
2023
Q4 | $772K | Sell |
4,907
-34
| -0.7% | -$5.35K | 0.21% | 84 |
|
|
2023
Q3 | $770K | Buy |
4,941
+56
| +1% | +$8.73K | 0.21% | 84 |
|
|
2023
Q2 | $905K | Buy |
4,885
+381
| +8% | +$70.6K | 0.23% | 83 |
|
|
2023
Q1 | $871K | Sell |
4,504
-101
| -2% | -$19.5K | 0.24% | 84 |
|
|
2022
Q4 | $839K | Buy |
4,605
+8
| +0.2% | +$1.46K | 0.22% | 82 |
|
|
2022
Q3 | $757K | Sell |
4,597
-157
| -3% | -$25.9K | 0.19% | 88 |
|
|
2022
Q2 | $920K | Sell |
4,754
-1,710
| -26% | -$331K | 0.19% | 88 |
|
|
2022
Q1 | $1.39M | Sell |
6,464
-1,860
| -22% | -$399K | 0.23% | 75 |
|
|
2021
Q4 | $1.68M | Buy |
8,324
+1,679
| +25% | +$340K | 0.27% | 69 |
|
|
2021
Q3 | $1.21M | Hold |
6,645
| – | – | 0.19% | 78 |
|
|
2021
Q2 | $1.38M | Buy |
6,645
+71
| +1% | +$14.8K | 0.22% | 70 |
|
|
2021
Q1 | $1.12M | Buy |
6,574
+1,793
| +38% | +$305K | 0.19% | 79 |
|
|
2020
Q4 | $805K | Sell |
4,781
-140
| -3% | -$23.6K | 0.15% | 91 |
|
|
2020
Q3 | $820K | Sell |
4,921
-83
| -2% | -$13.8K | 0.18% | 84 |
|
|
2020
Q2 | $556K | Sell |
5,004
-153
| -3% | -$17K | 0.14% | 96 |
|
|
2020
Q1 | $480K | Sell |
5,157
-94
| -2% | -$8.75K | 0.15% | 85 |
|
|
2019
Q4 | $615K | Sell |
5,251
-26
| -0.5% | -$3.05K | 0.16% | 101 |
|
|
2019
Q3 | $632K | Sell |
5,277
-174
| -3% | -$20.8K | 0.19% | 93 |
|
|
2019
Q2 | $563K | Buy |
5,451
+20
| +0.4% | +$2.07K | 0.17% | 99 |
|
|
2019
Q1 | $607K | Buy |
5,431
+27
| +0.5% | +$3.02K | 0.2% | 91 |
|
|
2018
Q4 | $528K | Buy |
5,404
+150
| +3% | +$14.7K | 0.37% | 54 |
|
|
2018
Q3 | $614K | Sell |
5,254
-44
| -0.8% | -$5.14K | 0.34% | 57 |
|
|
2018
Q2 | $564K | Buy |
+5,298
| New | +$564K | 0.37% | 59 |
|
|
2018
Q1 | – | Sell |
-5,007
| Closed | -$597K | – | 55 |
|
|
2017
Q4 | $597K | Buy |
5,007
+120
| +2% | +$14.3K | 0.26% | 89 |
|
|
2017
Q3 | $587K | Buy |
4,887
+1
| +0% | +$120 | 0.57% | 47 |
|
|
2017
Q2 | $540K | Hold |
4,886
| – | – | 0.3% | 89 |
|
|
2017
Q1 | $524K | Sell |
4,886
-184
| -4% | -$19.7K | 0.3% | 79 |
|
|
2016
Q4 | $581K | Buy |
5,070
+2,834
| +127% | +$325K | 0.39% | 64 |
|
|
2016
Q3 | $245K | Hold |
2,236
| – | – | 0.19% | 79 |
|
|
2016
Q2 | $241K | Buy |
+2,236
| New | +$241K | 0.21% | 79 |
|