Frank Rimerman Advisors’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 | $2.62M | Buy |
25,933
+4,907
| +23% | +$495K | 0.18% | 94 |
|
|
2025
Q1 | $2.31M | Sell |
21,026
-8,386
| -29% | -$922K | 0.18% | 96 |
|
|
2024
Q4 | $3.71M | Buy |
29,412
+12,098
| +70% | +$1.53M | 0.27% | 58 |
|
|
2024
Q3 | $2.36M | Sell |
17,314
-539
| -3% | -$73.5K | 0.17% | 105 |
|
|
2024
Q2 | $2.44M | Buy |
17,853
+17,595
| +6,820% | +$2.41M | 0.17% | 99 |
|
|
2024
Q1 | $38.3K | Sell |
258
-137
| -35% | -$20.4K | 0.01% | 133 |
|
|
2023
Q4 | $62.1K | Buy |
+395
| New | +$62.1K | 0.01% | 115 |
|