DDD Partners’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 | $21.8M | Buy |
215,816
+29,747
| +16% | +$3M | 2.34% | 13 |
|
|
2025
Q1 | $20.5M | Buy |
+186,069
| New | +$20.5M | 2.49% | 16 |
|
|
2024
Q4 | – | Sell |
-108,947
| Closed | -$14.9M | – | 107 |
|
|
2024
Q3 | $14.9M | Sell |
108,947
-5,295
| -5% | -$722K | 1.61% | 30 |
|
|
2024
Q2 | $15.6M | Buy |
+114,242
| New | +$15.6M | 1.81% | 26 |
|