Harbour Trust & Investment Management’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 | $613K | Buy |
6,077
+234
| +4% | +$23.6K | 0.07% | 108 |
|
|
2025
Q1 | $643K | Sell |
5,843
-1,259
| -18% | -$138K | 0.08% | 102 |
|
|
2024
Q4 | $896K | Sell |
7,102
-295
| -4% | -$37.2K | 0.1% | 92 |
|
|
2024
Q3 | $1.01M | Sell |
7,397
-162
| -2% | -$22.1K | 0.11% | 92 |
|
|
2024
Q2 | $1.03M | Sell |
7,559
-138
| -2% | -$18.9K | 0.12% | 90 |
|
|
2024
Q1 | $1.14M | Sell |
7,697
-470
| -6% | -$69.9K | 0.14% | 90 |
|
|
2023
Q4 | $1.28M | Buy |
+8,167
| New | +$1.28M | 0.18% | 85 |
|