Financial Perspectives’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 | $25.6K | Hold |
254
| – | – | 0.01% | 387 |
|
|
2025
Q1 | $27.9K | Sell |
254
-39
| -13% | -$4.28K | 0.01% | 364 |
|
|
2024
Q4 | $37K | Hold |
293
| – | – | 0.01% | 333 |
|
|
2024
Q3 | $39.9K | Hold |
293
| – | – | 0.01% | 306 |
|
|
2024
Q2 | $40.1K | Hold |
293
| – | – | 0.01% | 299 |
|
|
2024
Q1 | $43.5K | Hold |
293
| – | – | 0.02% | 295 |
|
|
2023
Q4 | $46.1K | Hold |
293
| – | – | 0.02% | 278 |
|
|
2023
Q3 | $45.7K | Hold |
293
| – | – | 0.02% | 265 |
|
|
2023
Q2 | $52.5K | Hold |
293
| – | – | 0.02% | 255 |
|
|
2023
Q1 | $56.8K | Hold |
293
| – | – | 0.03% | 251 |
|
|
2022
Q4 | $50.9K | Hold |
293
| – | – | 0.03% | 246 |
|
|
2022
Q3 | $47.3K | Hold |
293
| – | – | 0.03% | 241 |
|
|
2022
Q2 | $53.5K | Hold |
293
| – | – | 0.03% | 231 |
|
|
2022
Q1 | $62.8K | Hold |
293
| – | – | 0.03% | 233 |
|
|
2021
Q4 | $62.8K | Hold |
293
| – | – | 0.03% | 224 |
|
|
2021
Q3 | $53.4K | Hold |
293
| – | – | 0.03% | 233 |
|
|
2021
Q2 | $60.9K | Sell |
293
-49,514
| -99% | -$10.3M | 0.03% | 235 |
|
|
2021
Q1 | $293K | Buy |
49,807
+49,514
| +16,899% | +$291K | 0.01% | 356 |
|
|
2020
Q4 | $49.3K | Buy |
293
+40
| +16% | +$6.74K | 0.03% | 231 |
|
|
2020
Q3 | $42.2K | Hold |
253
| – | – | 0.03% | 216 |
|
|
2020
Q2 | $28.1K | Hold |
253
| – | – | 0.02% | 232 |
|
|
2020
Q1 | $23.6K | Hold |
253
| – | – | 0.02% | 223 |
|
|
2019
Q4 | $29.6K | Buy |
+253
| New | +$29.6K | 0.02% | 218 |
|