Harbor Investment Advisory’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 | $193K | Sell |
1,909
-609
| -24% | -$61.5K | 0.02% | 379 |
|
|
2025
Q1 | $277K | Buy |
2,518
+178
| +8% | +$19.6K | 0.03% | 320 |
|
|
2024
Q4 | $295K | Sell |
2,340
-1,243
| -35% | -$157K | 0.03% | 299 |
|
|
2024
Q3 | $488K | Sell |
3,583
-2,059
| -36% | -$281K | 0.05% | 236 |
|
|
2024
Q2 | $772K | Buy |
5,642
+11
| +0.2% | +$1.51K | 0.08% | 176 |
|
|
2024
Q1 | $837K | Buy |
5,631
+2,935
| +109% | +$436K | 0.09% | 177 |
|
|
2023
Q4 | $424K | Sell |
2,696
-505
| -16% | -$79.4K | 0.05% | 234 |
|
|
2023
Q3 | $499K | Sell |
3,201
-1,323
| -29% | -$206K | 0.07% | 204 |
|
|
2023
Q2 | $811K | Buy |
4,524
+20
| +0.4% | +$3.59K | 0.11% | 159 |
|
|
2023
Q1 | $874K | Sell |
4,504
-1,366
| -23% | -$265K | 0.13% | 148 |
|
|
2022
Q4 | $1.02M | Buy |
5,870
+63
| +1% | +$11K | 0.16% | 126 |
|
|
2022
Q3 | $938K | Sell |
5,807
-169
| -3% | -$27.3K | 0.15% | 126 |
|
|
2022
Q2 | $1.09M | Sell |
5,976
-100
| -2% | -$18.3K | 0.17% | 113 |
|
|
2022
Q1 | $1.3M | Buy |
6,076
+72
| +1% | +$15.4K | 0.17% | 107 |
|
|
2021
Q4 | $1.29M | Buy |
6,004
+327
| +6% | +$70.1K | 0.16% | 112 |
|
|
2021
Q3 | $1.03M | Buy |
5,677
+193
| +4% | +$35.2K | 0.14% | 124 |
|
|
2021
Q2 | $1.14M | Buy |
5,484
+144
| +3% | +$30K | 0.15% | 119 |
|
|
2021
Q1 | $908K | Buy |
5,340
+152
| +3% | +$25.8K | 0.14% | 128 |
|
|
2020
Q4 | $874K | Buy |
5,188
+337
| +7% | +$56.8K | 0.14% | 126 |
|
|
2020
Q3 | $808K | Buy |
4,851
+425
| +10% | +$70.8K | 0.15% | 117 |
|
|
2020
Q2 | $492K | Buy |
4,426
+541
| +14% | +$60.1K | 0.1% | 154 |
|
|
2020
Q1 | $363K | Sell |
3,885
-52
| -1% | -$4.86K | 0.1% | 161 |
|
|
2019
Q4 | $461K | Buy |
+3,937
| New | +$461K | 0.11% | 158 |
|