Envestnet Portfolio Solutions’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 | $6.82M | Buy |
67,531
+20,704
| +44% | +$2.09M | 0.03% | 290 |
|
|
2025
Q1 | $5.15M | Sell |
46,827
-4,524
| -9% | -$498K | 0.02% | 358 |
|
|
2024
Q4 | $6.48M | Sell |
51,351
-464
| -0.9% | -$58.5K | 0.02% | 345 |
|
|
2024
Q3 | $7.06M | Sell |
51,815
-1,351
| -3% | -$184K | 0.02% | 318 |
|
|
2024
Q2 | $7.28M | Sell |
53,166
-6,401
| -11% | -$876K | 0.03% | 288 |
|
|
2024
Q1 | $8.85M | Buy |
59,567
+6,502
| +12% | +$966K | 0.03% | 255 |
|
|
2023
Q4 | $8.34M | Sell |
53,065
-2,735
| -5% | -$430K | 0.03% | 231 |
|
|
2023
Q3 | $8.7M | Buy |
+55,800
| New | +$8.7M | 0.04% | 206 |
|