EI
Ellevest Inc’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,589
| Closed | -$285K | – | 440 |
|
|
2025
Q1 | $285K | Buy |
+2,589
| New | +$285K | 0.02% | 303 |
|
|
2023
Q2 | – | Sell |
-635
| Closed | -$123K | – | 1574 |
|
|
2023
Q1 | $123K | Sell |
635
-74
| -10% | -$14.4K | 0.01% | 410 |
|
|
2022
Q4 | $123K | Buy |
709
+2
| +0.3% | +$348 | 0.01% | 392 |
|
|
2022
Q3 | $114K | Buy |
707
+1
| +0.1% | +$161 | 0.01% | 391 |
|
|
2022
Q2 | $129K | Sell |
706
-49
| -6% | -$8.95K | 0.01% | 367 |
|
|
2022
Q1 | $162K | Sell |
755
-164
| -18% | -$35.2K | 0.01% | 342 |
|
|
2021
Q4 | $197K | Buy |
919
+59
| +7% | +$12.6K | 0.02% | 295 |
|
|
2021
Q3 | $157K | Sell |
860
-95
| -10% | -$17.3K | 0.02% | 325 |
|
|
2021
Q2 | $199K | Buy |
955
+586
| +159% | +$122K | 0.02% | 258 |
|
|
2021
Q1 | $63K | Sell |
369
-34
| -8% | -$5.81K | 0.01% | 422 |
|
|
2020
Q4 | $68K | Buy |
403
+137
| +52% | +$23.1K | 0.01% | 397 |
|
|
2020
Q3 | $44K | Sell |
266
-34
| -11% | -$5.62K | 0.01% | 400 |
|
|
2020
Q2 | $33K | Buy |
300
+123
| +69% | +$13.5K | 0.01% | 416 |
|
|
2020
Q1 | $17K | Sell |
177
-61
| -26% | -$5.86K | ﹤0.01% | 463 |
|
|
2019
Q4 | $28K | Sell |
238
-28
| -11% | -$3.29K | 0.01% | 350 |
|
|
2019
Q3 | $32K | Sell |
266
-57
| -18% | -$6.86K | 0.01% | 154 |
|
|
2019
Q2 | $33K | Buy |
323
+83
| +35% | +$8.48K | 0.01% | 160 |
|
|
2019
Q1 | $27K | Buy |
240
+65
| +37% | +$7.31K | 0.01% | 134 |
|
|
2018
Q4 | $17K | Buy |
+175
| New | +$17K | 0.01% | 330 |
|