Financial Management Professionals’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 | $404 | Sell |
4
-2,805
| -100% | -$283K | ﹤0.01% | 931 |
|
|
2025
Q1 | $309K | Buy |
2,809
+95
| +4% | +$10.4K | 0.04% | 114 |
|
|
2024
Q4 | $342K | Buy |
2,714
+184
| +7% | +$23.2K | 0.04% | 118 |
|
|
2024
Q3 | $345K | Buy |
2,530
+139
| +6% | +$19K | 0.04% | 116 |
|
|
2024
Q2 | $327K | Buy |
2,391
+160
| +7% | +$21.9K | 0.04% | 110 |
|
|
2024
Q1 | $332K | Buy |
2,231
+249
| +13% | +$37.1K | 0.05% | 109 |
|
|
2023
Q4 | $312K | Buy |
1,982
+575
| +41% | +$90.5K | 0.05% | 93 |
|
|
2023
Q3 | $219K | Sell |
1,407
-477
| -25% | -$74.2K | 0.04% | 109 |
|
|
2023
Q2 | $338K | Sell |
1,884
-390
| -17% | -$70K | 0.06% | 86 |
|
|
2023
Q1 | $441K | Buy |
2,274
+190
| +9% | +$36.8K | 0.09% | 75 |
|
|
2022
Q4 | $362K | Buy |
2,084
+199
| +11% | +$34.6K | 0.07% | 77 |
|
|
2022
Q3 | $305K | Buy |
1,885
+119
| +7% | +$19.3K | 0.07% | 71 |
|
|
2022
Q2 | $322K | Buy |
1,766
+200
| +13% | +$36.5K | 0.08% | 73 |
|
|
2022
Q1 | $336K | Buy |
1,566
+939
| +150% | +$201K | 0.07% | 75 |
|
|
2021
Q4 | $134K | Buy |
627
+14
| +2% | +$2.99K | 0.03% | 131 |
|
|
2021
Q3 | $112K | Hold |
613
| – | – | 0.03% | 136 |
|
|
2021
Q2 | $127K | Sell |
613
-200
| -25% | -$41.4K | 0.03% | 119 |
|
|
2021
Q1 | $138K | Buy |
813
+36
| +5% | +$6.11K | 0.04% | 99 |
|
|
2020
Q4 | $131K | Buy |
777
+1
| +0.1% | +$169 | 0.04% | 96 |
|
|
2020
Q3 | $129K | Sell |
776
-81
| -9% | -$13.5K | 0.05% | 83 |
|
|
2020
Q2 | $95K | Buy |
+857
| New | +$95K | 0.03% | 108 |
|
|
2016
Q3 | – | Sell |
-113
| Closed | -$12K | – | 418 |
|
|
2016
Q2 | $12K | Buy |
+113
| New | +$12K | 0.01% | 194 |
|