GenTrust’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 |
-2,002
| Closed | -$220K | – | 197 |
|
|
2025
Q1 | $220K | Sell |
2,002
-74
| -4% | -$8.14K | 0.01% | 172 |
|
|
2024
Q4 | $262K | Buy |
2,076
+74
| +4% | +$9.33K | 0.01% | 173 |
|
|
2024
Q3 | $273K | Buy |
2,002
+2
| +0.1% | +$273 | 0.01% | 169 |
|
|
2024
Q2 | $274K | Hold |
2,000
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $297K | Hold |
2,000
| – | – | 0.02% | 114 |
|
|
2023
Q4 | $314K | Sell |
2,000
-204
| -9% | -$32.1K | 0.02% | 109 |
|
|
2023
Q3 | $344K | Hold |
2,204
| – | – | 0.02% | 112 |
|
|
2023
Q2 | $395K | Sell |
2,204
-108
| -5% | -$19.4K | 0.03% | 113 |
|
|
2023
Q1 | $449K | Buy |
+2,312
| New | +$449K | 0.03% | 109 |
|