Equitable Holdings’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 | $1.93M | Buy |
19,075
+3,887
| +26% | +$392K | 0.02% | 586 |
|
|
2025
Q1 | $1.67M | Buy |
15,188
+6,365
| +72% | +$700K | 0.02% | 563 |
|
|
2024
Q4 | $1.11M | Sell |
8,823
-2,573
| -23% | -$324K | 0.01% | 649 |
|
|
2024
Q3 | $1.55M | Sell |
11,396
-3,153
| -22% | -$430K | 0.02% | 562 |
|
|
2024
Q2 | $1.99M | Buy |
14,549
+73
| +0.5% | +$9.99K | 0.02% | 458 |
|
|
2024
Q1 | $2.15M | Sell |
14,476
-2,476
| -15% | -$368K | 0.02% | 429 |
|
|
2023
Q4 | $2.67M | Buy |
16,952
+1,644
| +11% | +$258K | 0.03% | 340 |
|
|
2023
Q3 | $2.39M | Buy |
15,308
+1,899
| +14% | +$296K | 0.03% | 320 |
|
|
2023
Q2 | $2.4M | Buy |
13,409
+4,532
| +51% | +$812K | 0.03% | 312 |
|
|
2023
Q1 | $1.72M | Buy |
8,877
+1,908
| +27% | +$370K | 0.03% | 353 |
|
|
2022
Q4 | $1.21M | Buy |
6,969
+154
| +2% | +$26.8K | 0.02% | 402 |
|
|
2022
Q3 | $1.1M | Buy |
6,815
+221
| +3% | +$35.7K | 0.02% | 390 |
|
|
2022
Q2 | $1.2M | Sell |
6,594
-974
| -13% | -$178K | 0.02% | 365 |
|
|
2022
Q1 | $1.62M | Buy |
7,568
+75
| +1% | +$16.1K | 0.03% | 318 |
|
|
2021
Q4 | $1.61M | Buy |
7,493
+598
| +9% | +$128K | 0.03% | 311 |
|
|
2021
Q3 | $1.26M | Buy |
6,895
+632
| +10% | +$115K | 0.02% | 336 |
|
|
2021
Q2 | $1.3M | Sell |
6,263
-176
| -3% | -$36.6K | 0.02% | 324 |
|
|
2021
Q1 | $1.1M | Buy |
6,439
+124
| +2% | +$21.1K | 0.02% | 336 |
|
|
2020
Q4 | $1.06M | Buy |
6,315
+227
| +4% | +$38.2K | 0.02% | 315 |
|
|
2020
Q3 | $1.01M | Sell |
6,088
-2,207
| -27% | -$368K | 0.03% | 301 |
|
|
2020
Q2 | $922K | Buy |
8,295
+1,930
| +30% | +$215K | 0.03% | 314 |
|
|
2020
Q1 | $595K | Buy |
6,365
+2,297
| +56% | +$215K | 0.02% | 340 |
|
|
2019
Q4 | $476K | Buy |
+4,068
| New | +$476K | 0.01% | 411 |
|