Global Retirement 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
Q2 | $1.64M | Buy |
+16,205
| New | +$1.64M | 0.04% | 382 |
|
|
2024
Q4 | $1.66M | Buy |
13,170
+584
| +5% | +$73.6K | 0.05% | 337 |
|
|
2024
Q3 | $1.72M | Sell |
12,586
-369
| -3% | -$50.3K | 0.05% | 320 |
|
|
2024
Q2 | $1.77M | Buy |
12,955
+2,322
| +22% | +$318K | 0.06% | 292 |
|
|
2024
Q1 | $1.58M | Sell |
10,633
-289
| -3% | -$43K | 0.06% | 275 |
|
|
2023
Q4 | $1.7M | Buy |
10,922
+2,317
| +27% | +$360K | 0.07% | 242 |
|
|
2023
Q3 | $1.32M | Sell |
8,605
-2,980
| -26% | -$458K | 0.07% | 260 |
|
|
2023
Q2 | $2.08M | Sell |
11,585
-495
| -4% | -$88.7K | 0.1% | 191 |
|
|
2023
Q1 | $2.12M | Buy |
12,080
+1,237
| +11% | +$217K | 0.11% | 181 |
|
|
2022
Q4 | $1.88M | Buy |
10,843
+1,226
| +13% | +$213K | 0.13% | 163 |
|
|
2022
Q3 | $1.61M | Buy |
9,617
+331
| +4% | +$55.5K | 0.12% | 175 |
|
|
2022
Q2 | $1.7M | Buy |
9,286
+216
| +2% | +$39.4K | 0.14% | 165 |
|
|
2022
Q1 | $1.58M | Buy |
+9,070
| New | +$1.58M | 0.12% | 178 |
|
|
2021
Q4 | – | Sell |
-6,774
| Closed | -$1.23M | – | 1710 |
|
|
2021
Q3 | $1.23M | Sell |
6,774
-415
| -6% | -$75.6K | 0.12% | 164 |
|
|
2021
Q2 | $1.5M | Buy |
7,189
+2,215
| +45% | +$461K | 0.15% | 139 |
|
|
2021
Q1 | $846K | Sell |
4,974
-2,372
| -32% | -$403K | 0.1% | 188 |
|
|
2020
Q4 | $1.24M | Buy |
7,346
+270
| +4% | +$45.5K | 0.16% | 135 |
|
|
2020
Q3 | $1.18M | Buy |
7,076
+25
| +0.4% | +$4.17K | 0.17% | 130 |
|
|
2020
Q2 | $784K | Sell |
7,051
-128
| -2% | -$14.2K | 0.13% | 163 |
|
|
2020
Q1 | $671K | Sell |
7,179
-1,997
| -22% | -$187K | 0.13% | 158 |
|
|
2019
Q4 | $1.07M | Buy |
9,176
+4,719
| +106% | +$552K | 0.16% | 135 |
|
|
2019
Q3 | $534K | Buy |
4,457
+743
| +20% | +$89K | 0.09% | 208 |
|
|
2019
Q2 | $383K | Buy |
3,714
+244
| +7% | +$25.2K | 0.07% | 226 |
|
|
2019
Q1 | $388K | Buy |
3,470
+75
| +2% | +$8.39K | 0.09% | 190 |
|
|
2018
Q4 | $331K | Buy |
3,395
+208
| +7% | +$20.3K | 0.08% | 217 |
|
|
2018
Q3 | $372K | Buy |
3,187
+299
| +10% | +$34.9K | 0.08% | 213 |
|
|
2018
Q2 | $307K | Sell |
2,888
-15
| -0.5% | -$1.6K | 0.08% | 227 |
|
|
2018
Q1 | $304K | Buy |
2,903
+699
| +32% | +$73.2K | 0.08% | 224 |
|
|
2017
Q4 | $263K | Buy |
2,204
+84
| +4% | +$10K | 0.07% | 230 |
|
|
2017
Q3 | $255K | Buy |
2,120
+343
| +19% | +$41.3K | 0.11% | 192 |
|
|
2017
Q2 | $197K | Buy |
1,777
+343
| +24% | +$38K | 0.09% | 204 |
|
|
2017
Q1 | $154K | Buy |
1,434
+407
| +40% | +$43.7K | 0.09% | 218 |
|
|
2016
Q4 | $118K | Buy |
+1,027
| New | +$118K | 0.08% | 218 |
|