Emerald Advisors’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 | $802K | Buy |
7,941
+649
| +9% | +$65.5K | 0.1% | 54 |
|
|
2025
Q1 | $802K | Buy |
7,292
+1,062
| +17% | +$117K | 0.11% | 46 |
|
|
2024
Q4 | $786K | Buy |
6,230
+467
| +8% | +$58.9K | 0.11% | 46 |
|
|
2024
Q3 | $783K | Buy |
5,763
+485
| +9% | +$65.9K | 0.11% | 46 |
|
|
2024
Q2 | $722K | Buy |
5,278
+1,502
| +40% | +$206K | 0.11% | 46 |
|
|
2024
Q1 | $561K | Buy |
3,776
+632
| +20% | +$93.9K | 0.1% | 54 |
|
|
2023
Q4 | $494K | Sell |
3,144
-772
| -20% | -$121K | 0.09% | 53 |
|
|
2023
Q3 | $610K | Buy |
+3,916
| New | +$610K | 0.14% | 44 |
|
|
2021
Q1 | – | Sell |
-1,708
| Closed | -$288K | – | 87 |
|
|
2020
Q4 | $288K | Buy |
+1,708
| New | +$288K | 0.1% | 66 |
|