Financial Engines 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 | $334K | Buy |
3,314
+907
| +38% | +$91.4K | ﹤0.01% | 429 |
|
|
2025
Q1 | $265K | Sell |
2,407
-258
| -10% | -$28.4K | ﹤0.01% | 386 |
|
|
2024
Q4 | $336K | Buy |
+2,665
| New | +$336K | ﹤0.01% | 368 |
|
|
2021
Q3 | – | Sell |
-1,899
| Closed | -$395K | – | 285 |
|
|
2021
Q2 | $395K | Buy |
1,899
+96
| +5% | +$20K | ﹤0.01% | 157 |
|
|
2021
Q1 | $306K | Sell |
1,803
-22
| -1% | -$3.73K | ﹤0.01% | 205 |
|
|
2020
Q4 | $307K | Sell |
1,825
-151
| -8% | -$25.4K | ﹤0.01% | 203 |
|
|
2020
Q3 | $329K | Buy |
+1,976
| New | +$329K | ﹤0.01% | 180 |
|
|
2018
Q1 | – | Sell |
-12
| Closed | -$1K | – | 229 |
|
|
2017
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 202 |
|