Great Diamond 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 | $221K | Buy |
+2,185
| New | +$221K | 0.05% | 212 |
|
|
2024
Q3 | – | Sell |
-2,098
| Closed | -$287K | – | 221 |
|
|
2024
Q2 | $287K | Sell |
2,098
-373
| -15% | -$51K | 0.07% | 173 |
|
|
2024
Q1 | $367K | Buy |
2,471
+172
| +7% | +$25.6K | 0.08% | 154 |
|
|
2023
Q4 | $361K | Sell |
2,299
-20
| -0.9% | -$3.15K | 0.09% | 158 |
|
|
2023
Q3 | $361K | Sell |
2,319
-71
| -3% | -$11.1K | 0.1% | 152 |
|
|
2023
Q2 | $428K | Sell |
2,390
-43
| -2% | -$7.71K | 0.11% | 139 |
|
|
2023
Q1 | $472K | Sell |
2,433
-82
| -3% | -$15.9K | 0.14% | 130 |
|
|
2022
Q4 | $437K | Buy |
2,515
+121
| +5% | +$21K | 0.13% | 133 |
|
|
2022
Q3 | $386K | Buy |
2,394
+104
| +5% | +$16.8K | 0.13% | 135 |
|
|
2022
Q2 | $418K | Buy |
2,290
+79
| +4% | +$14.4K | 0.14% | 129 |
|
|
2022
Q1 | $474K | Buy |
2,211
+70
| +3% | +$15K | 0.13% | 131 |
|
|
2021
Q4 | $458K | Buy |
2,141
+35
| +2% | +$7.49K | 0.12% | 140 |
|
|
2021
Q3 | $383K | Buy |
2,106
+43
| +2% | +$7.82K | 0.11% | 142 |
|
|
2021
Q2 | $429K | Buy |
2,063
+63
| +3% | +$13.1K | 0.12% | 131 |
|
|
2021
Q1 | $339K | Buy |
2,000
+63
| +3% | +$10.7K | 0.1% | 138 |
|
|
2020
Q4 | $326K | Buy |
1,937
+507
| +35% | +$85.3K | 0.1% | 128 |
|
|
2020
Q3 | $238K | Buy |
+1,430
| New | +$238K | 0.09% | 144 |
|