Financial Gravity Asset Management’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
Q1 | $2.2K | Buy |
+20
| New | +$2.2K | ﹤0.01% | 805 |
|
|
2024
Q2 | $3.15K | Sell |
23
-168
| -88% | -$23K | ﹤0.01% | 681 |
|
|
2024
Q1 | $28.5K | Sell |
191
-455
| -70% | -$67.8K | ﹤0.01% | 478 |
|
|
2023
Q4 | $3.03M | Buy |
646
+50
| +8% | +$235K | 0.03% | 168 |
|
|
2023
Q3 | $3.03M | Buy |
596
+367
| +160% | +$1.86M | 0.03% | 162 |
|
|
2023
Q2 | $20.8K | Buy |
229
+15
| +7% | +$1.36K | 0.06% | 145 |
|
|
2023
Q1 | $7.11K | Buy |
214
+40
| +23% | +$1.33K | 0.22% | 88 |
|
|
2022
Q4 | $7.73K | Sell |
174
-1,122
| -87% | -$49.9K | 0.04% | 328 |
|
|
2022
Q3 | $337 | Sell |
1,296
-168
| -11% | -$44 | 0.01% | 454 |
|
|
2022
Q2 | $387 | Sell |
1,464
-285
| -16% | -$75 | 0.01% | 420 |
|
|
2022
Q1 | $453 | Buy |
1,749
+679
| +63% | +$176 | 0.01% | 417 |
|
|
2021
Q4 | $348 | Buy |
1,070
+1,068
| +53,400% | +$347 | 0.01% | 547 |
|
|
2021
Q3 | $182K | Hold |
2
| – | – | 0.09% | 205 |
|
|
2021
Q2 | $208K | Hold |
2
| – | – | 0.07% | 178 |
|
|
2021
Q1 | $328 | Hold |
2
| – | – | 0.01% | 417 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 755 |
|
|
2020
Q2 | – | Sell |
-86
| Closed | -$8.08K | – | 873 |
|
|
2020
Q1 | $8.08K | Sell |
86
-51
| -37% | -$4.79K | 0.03% | 256 |
|
|
2019
Q4 | $127K | Sell |
137
-48
| -26% | -$44.5K | 0.09% | 234 |
|
|
2019
Q3 | $22K | Sell |
185
-51
| -22% | -$6.07K | 0.02% | 437 |
|
|
2019
Q2 | $24K | Sell |
236
-45
| -16% | -$4.58K | 0.02% | 456 |
|
|
2019
Q1 | $32K | Buy |
+281
| New | +$32K | 0.03% | 380 |
|
|
2018
Q3 | $43K | Hold |
408
| – | – | 0.05% | 365 |
|
|
2018
Q2 | $49K | Buy |
408
+32
| +9% | +$3.84K | 0.05% | 334 |
|
|
2018
Q1 | $42K | Buy |
+376
| New | +$42K | 0.04% | 356 |
|