GLOBALT Investments’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 | $2.83M | Sell |
28,025
-1,745
| -6% | -$176K | 0.11% | 103 |
|
|
2025
Q1 | $3.27M | Buy |
29,770
+35
| +0.1% | +$3.85K | 0.13% | 96 |
|
|
2024
Q4 | $3.75M | Sell |
29,735
-1,289
| -4% | -$163K | 0.14% | 88 |
|
|
2024
Q3 | $4.23M | Sell |
31,024
-921
| -3% | -$126K | 0.16% | 78 |
|
|
2024
Q2 | $4.37M | Sell |
31,945
-556
| -2% | -$76.1K | 0.17% | 75 |
|
|
2024
Q1 | $4.83M | Sell |
32,501
-1,009
| -3% | -$150K | 0.19% | 72 |
|
|
2023
Q4 | $5.27M | Buy |
+33,510
| New | +$5.27M | 0.22% | 67 |
|