Focus Partners Wealth’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 | $30.4M | Sell |
300,879
-84,959
| -22% | -$8.58M | 0.07% | 270 |
|
|
2025
Q1 | $42.4M | Sell |
385,838
-40,868
| -10% | -$4.5M | 0.11% | 189 |
|
|
2024
Q4 | $53.8M | Buy |
426,706
+61,820
| +17% | +$7.8M | 0.14% | 150 |
|
|
2024
Q3 | $49.7M | Sell |
364,886
-680,944
| -65% | -$92.8M | 0.16% | 138 |
|
|
2024
Q2 | $143M | Buy |
1,045,830
+858,585
| +459% | +$117M | 0.48% | 47 |
|
|
2024
Q1 | $27.8M | Buy |
187,245
+124,770
| +200% | +$18.5M | 0.23% | 117 |
|
|
2023
Q4 | $9.82M | Buy |
+62,475
| New | +$9.82M | 0.13% | 158 |
|