Freedom Investment 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 | – | Sell |
-3,484
| Closed | -$383K | – | 789 |
|
|
2025
Q1 | $383K | Sell |
3,484
-3,084
| -47% | -$339K | 0.03% | 504 |
|
|
2024
Q4 | $828K | Buy |
6,568
+2,874
| +78% | +$362K | 0.07% | 289 |
|
|
2024
Q3 | $504K | Sell |
3,694
-953
| -21% | -$130K | 0.04% | 437 |
|
|
2024
Q2 | $636K | Sell |
4,647
-4,377
| -49% | -$599K | 0.05% | 354 |
|
|
2024
Q1 | $1.34M | Sell |
9,024
-1,041
| -10% | -$155K | 0.11% | 179 |
|
|
2023
Q4 | $1.58M | Sell |
10,065
-1,405
| -12% | -$221K | 0.13% | 147 |
|
|
2023
Q3 | $1.79M | Sell |
11,470
-1,417
| -11% | -$221K | 0.22% | 104 |
|
|
2023
Q2 | $2.31M | Sell |
12,887
-48
| -0.4% | -$8.6K | 0.26% | 82 |
|
|
2023
Q1 | $2.51M | Buy |
12,935
+8,403
| +185% | +$1.63M | 0.28% | 78 |
|
|
2022
Q4 | $788K | Sell |
4,532
-246
| -5% | -$42.8K | 0.09% | 298 |
|
|
2022
Q3 | $772K | Sell |
4,778
-613
| -11% | -$99K | 0.09% | 290 |
|
|
2022
Q2 | $984K | Sell |
5,391
-1,951
| -27% | -$356K | 0.11% | 260 |
|
|
2022
Q1 | $1.58M | Buy |
7,342
+3,009
| +69% | +$645K | 0.14% | 189 |
|
|
2021
Q4 | $929K | Buy |
4,333
+175
| +4% | +$37.5K | 0.07% | 369 |
|
|
2021
Q3 | $757K | Buy |
4,158
+566
| +16% | +$103K | 0.06% | 395 |
|
|
2021
Q2 | $747K | Sell |
3,592
-483
| -12% | -$100K | 0.06% | 414 |
|
|
2021
Q1 | $693K | Sell |
4,075
-660
| -14% | -$112K | 0.05% | 413 |
|
|
2020
Q4 | $797K | Buy |
4,735
+890
| +23% | +$150K | 0.09% | 224 |
|
|
2020
Q3 | $641K | Sell |
3,845
-1,078
| -22% | -$180K | 0.07% | 243 |
|
|
2020
Q2 | $547K | Buy |
4,923
+1,089
| +28% | +$121K | 0.06% | 250 |
|
|
2020
Q1 | $395K | Buy |
3,834
+705
| +23% | +$72.6K | 0.03% | 406 |
|
|
2019
Q4 | $366K | Sell |
3,129
-458
| -13% | -$53.6K | 0.03% | 427 |
|
|
2019
Q3 | $430K | Sell |
3,587
-185
| -5% | -$22.2K | 0.04% | 397 |
|
|
2019
Q2 | $390K | Sell |
3,772
-718
| -16% | -$74.2K | 0.03% | 430 |
|
|
2019
Q1 | $502K | Sell |
4,490
-1,402
| -24% | -$157K | 0.04% | 384 |
|
|
2018
Q4 | $575K | Sell |
5,892
-62
| -1% | -$6.05K | 0.04% | 391 |
|
|
2018
Q3 | $740K | Sell |
5,954
-176
| -3% | -$21.9K | 0.05% | 399 |
|
|
2018
Q2 | $651K | Sell |
6,130
-1,470
| -19% | -$156K | 0.04% | 456 |
|
|
2018
Q1 | $795K | Buy |
7,600
+457
| +6% | +$47.8K | 0.04% | 438 |
|
|
2017
Q4 | $851K | Buy |
7,143
+198
| +3% | +$23.6K | 0.04% | 421 |
|
|
2017
Q3 | $834K | Buy |
6,945
+390
| +6% | +$46.8K | 0.05% | 403 |
|
|
2017
Q2 | $725K | Sell |
6,555
-1,987
| -23% | -$220K | 0.04% | 428 |
|
|
2017
Q1 | $917K | Sell |
8,542
-65
| -0.8% | -$6.98K | 0.05% | 322 |
|
|
2016
Q4 | $987K | Buy |
8,607
+3,044
| +55% | +$349K | 0.06% | 246 |
|
|
2016
Q3 | $608K | Buy |
5,563
+1,802
| +48% | +$197K | 0.04% | 393 |
|
|
2016
Q2 | $405K | Buy |
+3,761
| New | +$405K | 0.03% | 487 |
|