Dudley Capital 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 | – | Sell |
-1,937
| Closed | -$213K | – | 131 |
|
2025
Q1 | $213K | Sell |
1,937
-18
| -0.9% | -$1.98K | 0.11% | 115 |
|
2024
Q4 | $247K | Hold |
1,955
| – | – | 0.12% | 104 |
|
2024
Q3 | $267K | Hold |
1,955
| – | – | 0.14% | 96 |
|
2024
Q2 | $268K | Hold |
1,955
| – | – | 0.15% | 92 |
|
2024
Q1 | $289K | Hold |
1,955
| – | – | 0.17% | 91 |
|
2023
Q4 | $307K | Hold |
1,955
| – | – | 0.2% | 88 |
|
2023
Q3 | $305K | Hold |
1,955
| – | – | 0.21% | 84 |
|
2023
Q2 | $350K | Buy |
1,955
+55
| +3% | +$9.86K | 0.24% | 77 |
|
2023
Q1 | $369K | Buy |
1,900
+39
| +2% | +$7.57K | 0.25% | 77 |
|
2022
Q4 | $324K | Buy |
+1,861
| New | +$324K | 0.23% | 79 |
|