Ellenbecker Investment 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
Sell
-1,692
Closed -$213K 117
2024
Q4
$213K Buy
1,692
+4
+0.2% +$505 0.04% 110
2024
Q3
$230K Buy
+1,688
New +$230K 0.04% 104
2024
Q2
Sell
-1,505
Closed -$224K 119
2024
Q1
$224K Buy
+1,505
New +$224K 0.05% 102