Easterly Investment 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 | $6.32M | Buy |
62,605
+58,289
| +1,351% | +$5.88M | 0.45% | 71 |
|
|
2025
Q1 | $475K | Sell |
4,316
-6,760
| -61% | -$744K | 0.04% | 162 |
|
|
2024
Q4 | $1.4M | Hold |
11,076
| – | – | 0.11% | 133 |
|
|
2024
Q3 | $1.51M | Buy |
11,076
+4,302
| +64% | +$587K | 0.12% | 141 |
|
|
2024
Q2 | $927K | Buy |
+6,774
| New | +$927K | 0.08% | 149 |
|
|
2023
Q3 | – | Sell |
-13,805
| Closed | -$2.47M | – | 200 |
|
|
2023
Q2 | $2.47M | Sell |
13,805
-699
| -5% | -$125K | 0.22% | 99 |
|
|
2023
Q1 | $2.81M | Buy |
14,504
+1,840
| +15% | +$357K | 0.25% | 97 |
|
|
2022
Q4 | $2.2M | Buy |
12,664
+4,294
| +51% | +$746K | 0.19% | 102 |
|
|
2022
Q3 | $1.35M | Hold |
8,370
| – | – | 0.13% | 122 |
|
|
2022
Q2 | $1.53M | Buy |
+8,370
| New | +$1.53M | 0.14% | 116 |
|