Forum Financial Management’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 | $530K | Sell |
5,254
-228
| -4% | -$23K | 0.01% | 381 |
|
|
2025
Q1 | $603K | Buy |
5,482
+1,240
| +29% | +$136K | 0.01% | 303 |
|
|
2024
Q4 | $535K | Buy |
4,242
+1,223
| +41% | +$154K | 0.01% | 358 |
|
|
2024
Q3 | $412K | Hold |
3,019
| – | – | 0.01% | 389 |
|
|
2024
Q2 | $413K | Buy |
3,019
+157
| +5% | +$21.5K | 0.01% | 367 |
|
|
2024
Q1 | $425K | Buy |
2,862
+13
| +0.5% | +$1.93K | 0.01% | 376 |
|
|
2023
Q4 | $448K | Sell |
2,849
-1,939
| -40% | -$305K | 0.01% | 315 |
|
|
2023
Q3 | $746K | Sell |
4,788
-2
| -0% | -$312 | 0.02% | 199 |
|
|
2023
Q2 | $859K | Buy |
4,790
+446
| +10% | +$79.9K | 0.02% | 183 |
|
|
2023
Q1 | $843K | Buy |
4,344
+99
| +2% | +$19.2K | 0.02% | 163 |
|
|
2022
Q4 | $738K | Buy |
4,245
+174
| +4% | +$30.2K | 0.02% | 185 |
|
|
2022
Q3 | $658K | Buy |
4,071
+181
| +5% | +$29.3K | 0.03% | 170 |
|
|
2022
Q2 | $710K | Sell |
3,890
-202
| -5% | -$36.9K | 0.04% | 167 |
|
|
2022
Q1 | $877K | Buy |
4,092
+462
| +13% | +$99K | 0.04% | 147 |
|
|
2021
Q4 | $778K | Buy |
+3,630
| New | +$778K | 0.04% | 164 |
|