FourThought Financial Partners’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
Q1 | – | Sell |
-1,603
| Closed | -$202K | – | 333 |
|
|
2024
Q4 | $202K | Buy |
+1,603
| New | +$202K | 0.02% | 306 |
|
|
2024
Q2 | – | Sell |
-1,693
| Closed | -$252K | – | 319 |
|
|
2024
Q1 | $252K | Buy |
1,693
+263
| +18% | +$39.1K | 0.03% | 277 |
|
|
2023
Q4 | $225K | Sell |
1,430
-43
| -3% | -$6.76K | 0.03% | 293 |
|
|
2023
Q3 | $230K | Sell |
1,473
-208
| -12% | -$32.4K | 0.03% | 285 |
|
|
2023
Q2 | $301K | Sell |
1,681
-108
| -6% | -$19.4K | 0.04% | 247 |
|
|
2023
Q1 | $347K | Sell |
1,789
-254
| -12% | -$49.3K | 0.05% | 224 |
|
|
2022
Q4 | $355K | Buy |
+2,043
| New | +$355K | 0.05% | 231 |
|