Fidelis Capital Partners’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 | $218K | Sell |
2,526
-150
| -6% | -$12.9K | 0.02% | 407 |
|
|
2025
Q1 | $262K | Sell |
2,676
-852
| -24% | -$83.4K | 0.03% | 346 |
|
|
2024
Q4 | $393K | Buy |
3,528
+657
| +23% | +$73.1K | 0.04% | 292 |
|
|
2024
Q3 | $377K | Buy |
2,871
+646
| +29% | +$84.9K | 0.04% | 281 |
|
|
2024
Q2 | $274K | Sell |
2,225
-581
| -21% | -$71.6K | 0.04% | 300 |
|
|
2024
Q1 | $417K | Buy |
2,806
+383
| +16% | +$56.9K | 0.06% | 234 |
|
|
2023
Q4 | $381K | Buy |
2,423
+272
| +13% | +$42.8K | 0.08% | 206 |
|
|
2023
Q3 | $335K | Buy |
2,151
+200
| +10% | +$31.2K | 0.11% | 180 |
|
|
2023
Q2 | $350K | Sell |
1,951
-123
| -6% | -$22K | 0.13% | 168 |
|
|
2023
Q1 | $364K | Buy |
+2,074
| New | +$364K | 0.15% | 151 |
|