Family CFO’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 | – | Sell |
-100
| Closed | -$11K | – | 91 |
|
|
2025
Q1 | $11K | Hold |
100
| – | – | 0.01% | 63 |
|
|
2024
Q4 | $12.6K | Hold |
100
| – | – | 0.01% | 65 |
|
|
2024
Q3 | $13.6K | Hold |
100
| – | – | 0.01% | 65 |
|
|
2024
Q2 | $13.7K | Sell |
100
-300
| -75% | -$41.1K | 0.01% | 57 |
|
|
2024
Q1 | $59.5K | Hold |
400
| – | – | 0.04% | 43 |
|
|
2023
Q4 | $62.9K | Hold |
400
| – | – | 0.04% | 42 |
|
|
2023
Q3 | $62.3K | Hold |
400
| – | – | 0.04% | 38 |
|
|
2023
Q2 | $71.7K | Hold |
400
| – | – | 0.05% | 39 |
|
|
2023
Q1 | $77.6K | Hold |
400
| – | – | 0.06% | 36 |
|
|
2022
Q4 | $69.5K | Hold |
400
| – | – | 0.06% | 36 |
|
|
2022
Q3 | $64.6K | Hold |
400
| – | – | 0.07% | 35 |
|
|
2022
Q2 | $73K | Hold |
400
| – | – | 0.08% | 34 |
|
|
2022
Q1 | $86K | Hold |
400
| – | – | 0.09% | 35 |
|
|
2021
Q4 | $86K | Buy |
+400
| New | +$86K | 0.08% | 35 |
|