E Fund 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 |
-1,881
| Closed | -$207K | – | 427 |
|
|
2025
Q1 | $207K | Buy |
1,881
+71
| +4% | +$7.81K | 0.01% | 358 |
|
|
2024
Q4 | $228K | Buy |
+1,810
| New | +$228K | 0.01% | 346 |
|
|
2023
Q3 | – | Sell |
-1,211
| Closed | -$217K | – | 321 |
|
|
2023
Q2 | $217K | Sell |
1,211
-149
| -11% | -$26.7K | 0.02% | 270 |
|
|
2023
Q1 | $264K | Sell |
1,360
-48
| -3% | -$9.32K | 0.02% | 254 |
|
|
2022
Q4 | $245K | Sell |
1,408
-74
| -5% | -$12.9K | 0.02% | 262 |
|
|
2022
Q3 | $239K | Buy |
1,482
+23
| +2% | +$3.71K | 0.02% | 271 |
|
|
2022
Q2 | $266K | Buy |
1,459
+36
| +3% | +$6.56K | 0.02% | 253 |
|
|
2022
Q1 | $305K | Sell |
1,423
-184
| -11% | -$39.4K | 0.01% | 190 |
|
|
2021
Q4 | $344K | Buy |
1,607
+30
| +2% | +$6.42K | 0.01% | 202 |
|
|
2021
Q3 | $287K | Buy |
+1,577
| New | +$287K | 0.01% | 188 |
|
|
2021
Q1 | $215K | Buy |
+1,264
| New | +$215K | 0.02% | 214 |
|