Delta Financial 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
Q1 | $888K | Sell |
7,670
-1,039
| -12% | -$120K | 0.2% | 81 |
|
|
2024
Q4 | $1.1M | Buy |
+8,709
| New | +$1.1M | 0.26% | 65 |
|
|
2024
Q2 | – | Sell |
-4,605
| Closed | -$684K | – | 227 |
|
|
2024
Q1 | $684K | Buy |
4,605
+29
| +0.6% | +$4.31K | 0.2% | 95 |
|
|
2023
Q4 | $720K | Sell |
4,576
-124
| -3% | -$19.5K | 0.23% | 83 |
|
|
2023
Q3 | $733K | Buy |
+4,700
| New | +$733K | 0.25% | 73 |
|
|
2023
Q2 | – | Sell |
-4,527
| Closed | -$878K | – | 184 |
|
|
2023
Q1 | $878K | Buy |
4,527
+60
| +1% | +$11.6K | 0.34% | 48 |
|
|
2022
Q4 | $790K | Buy |
+4,467
| New | +$790K | 0.35% | 48 |
|