FC
Forte Capital’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
20,975
+1,153
| +6% | +$116K | 0.23% | 80 |
|
|
2025
Q1 | $2.18M | Buy |
19,822
+10,198
| +106% | +$1.12M | 0.26% | 75 |
|
|
2024
Q4 | $1.21M | Sell |
9,624
-2,296
| -19% | -$290K | 0.14% | 104 |
|
|
2024
Q3 | $1.63M | Sell |
11,920
-1,126
| -9% | -$154K | 0.18% | 97 |
|
|
2024
Q2 | $1.79M | Sell |
13,046
-254
| -2% | -$34.8K | 0.22% | 84 |
|
|
2024
Q1 | $1.98M | Sell |
13,300
-794
| -6% | -$118K | 0.24% | 75 |
|
|
2023
Q4 | $2.22M | Sell |
14,094
-350
| -2% | -$55K | 0.3% | 64 |
|
|
2023
Q3 | $2.25M | Sell |
14,444
-119
| -0.8% | -$18.5K | 0.35% | 58 |
|
|
2023
Q2 | $2.61M | Buy |
14,563
+1,264
| +10% | +$227K | 0.38% | 57 |
|
|
2023
Q1 | $2.58M | Sell |
13,299
-35
| -0.3% | -$6.79K | 0.39% | 56 |
|
|
2022
Q4 | $2.32M | Buy |
13,334
+557
| +4% | +$96.8K | 0.4% | 55 |
|
|
2022
Q3 | $2.06M | Sell |
12,777
-343
| -3% | -$55.4K | 0.37% | 58 |
|
|
2022
Q2 | $2.4M | Buy |
13,120
+502
| +4% | +$91.6K | 0.42% | 54 |
|
|
2022
Q1 | $2.71M | Hold |
12,618
| – | – | 0.34% | 56 |
|
|
2021
Q4 | $2.71M | Sell |
12,618
-430
| -3% | -$92.2K | 0.34% | 56 |
|
|
2021
Q3 | $2.38M | Buy |
13,048
+883
| +7% | +$161K | 0.32% | 54 |
|
|
2021
Q2 | $2.53M | Buy |
12,165
+1,315
| +12% | +$273K | 0.34% | 50 |
|
|
2021
Q1 | $1.84M | Buy |
10,850
+1,335
| +14% | +$227K | 0.28% | 56 |
|
|
2020
Q4 | $1.6M | Sell |
9,515
-3,587
| -27% | -$604K | 0.25% | 65 |
|
|
2020
Q3 | $2.18M | Sell |
13,102
-728
| -5% | -$121K | 0.4% | 47 |
|
|
2020
Q2 | $1.54M | Buy |
13,830
+544
| +4% | +$60.5K | 0.32% | 55 |
|
|
2020
Q1 | $1.24M | Buy |
+13,286
| New | +$1.24M | 0.43% | 53 |
|