First Heartland Consultants’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 | $214K | Buy |
+2,124
| New | +$214K | 0.02% | 467 |
|
|
2025
Q1 | – | Sell |
-1,668
| Closed | -$210K | – | 485 |
|
|
2024
Q4 | $210K | Buy |
+1,668
| New | +$210K | 0.02% | 420 |
|
|
2024
Q2 | – | Sell |
-1,619
| Closed | -$241K | – | 464 |
|
|
2024
Q1 | $241K | Buy |
1,619
+83
| +5% | +$12.4K | 0.03% | 372 |
|
|
2023
Q4 | $242K | Buy |
1,536
+35
| +2% | +$5.51K | 0.03% | 327 |
|
|
2023
Q3 | $234K | Sell |
1,501
-440
| -23% | -$68.6K | 0.03% | 340 |
|
|
2023
Q2 | $348K | Sell |
1,941
-257
| -12% | -$46.1K | 0.05% | 260 |
|
|
2023
Q1 | $426K | Buy |
2,198
+162
| +8% | +$31.4K | 0.06% | 226 |
|
|
2022
Q4 | $354K | Buy |
2,036
+36
| +2% | +$6.26K | 0.06% | 252 |
|
|
2022
Q3 | $323 | Buy |
2,000
+38
| +2% | +$6 | 0.03% | 245 |
|
|
2022
Q2 | $358K | Buy |
+1,962
| New | +$358K | 0.06% | 232 |
|
|
2021
Q1 | – | Sell |
-1,968
| Closed | -$331K | – | 416 |
|
|
2020
Q4 | $331K | Buy |
+1,968
| New | +$331K | 0.06% | 225 |
|