Gallagher Fiduciary 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 | $791K | Buy |
7,837
+688
| +10% | +$69.5K | 0.03% | 106 |
|
|
2025
Q1 | $786K | Buy |
7,149
+193
| +3% | +$21.2K | 0.03% | 110 |
|
|
2024
Q4 | $877K | Buy |
6,956
+2,006
| +41% | +$253K | 0.17% | 65 |
|
|
2024
Q3 | $675K | Buy |
4,950
+11
| +0.2% | +$1.5K | 0.14% | 87 |
|
|
2024
Q2 | $676K | Buy |
4,939
+623
| +14% | +$85.3K | 0.15% | 80 |
|
|
2024
Q1 | $642K | Sell |
4,316
-13
| -0.3% | -$1.93K | 0.02% | 94 |
|
|
2023
Q4 | $681K | Buy |
4,329
+311
| +8% | +$48.9K | 0.02% | 85 |
|
|
2023
Q3 | $626K | Sell |
4,018
-44
| -1% | -$6.86K | 0.06% | 79 |
|
|
2023
Q2 | $729K | Sell |
4,062
-157
| -4% | -$28.2K | 0.06% | 83 |
|
|
2023
Q1 | $819K | Buy |
+4,219
| New | +$819K | 0.07% | 81 |
|