Harel Insurance Investments & Financial Services’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 | – | Sell |
-1,606
| Closed | -$177K | – | 506 |
|
|
2025
Q1 | $177K | Sell |
1,606
-404
| -20% | -$44.5K | ﹤0.01% | 277 |
|
|
2024
Q4 | $253K | Sell |
2,010
-569
| -22% | -$71.6K | ﹤0.01% | 196 |
|
|
2024
Q3 | $352K | Buy |
2,579
+90
| +4% | +$12.3K | 0.01% | 188 |
|
|
2024
Q2 | $341K | Sell |
2,489
-358
| -13% | -$49K | 0.01% | 203 |
|
|
2024
Q1 | $423K | Buy |
2,847
+109
| +4% | +$16.2K | 0.01% | 183 |
|
|
2023
Q4 | $430K | Buy |
2,738
+986
| +56% | +$155K | 0.01% | 207 |
|
|
2023
Q3 | $273K | Sell |
1,752
-1,520
| -46% | -$237K | 0.01% | 252 |
|
|
2023
Q2 | $582K | Sell |
3,272
-74,658
| -96% | -$13.3M | 0.01% | 197 |
|
|
2023
Q1 | $15.1M | Buy |
77,930
+227
| +0.3% | +$44K | 0.31% | 54 |
|
|
2022
Q4 | $13.5M | Sell |
77,703
-250
| -0.3% | -$43.5K | 0.3% | 53 |
|
|
2022
Q3 | $12.6M | Sell |
77,953
-9,130
| -10% | -$1.48M | 0.31% | 65 |
|
|
2022
Q2 | $15.9M | Buy |
87,083
+6,825
| +9% | +$1.25M | 0.33% | 58 |
|
|
2022
Q1 | $17.2M | Buy |
80,258
+73,858
| +1,154% | +$15.8M | 0.28% | 69 |
|
|
2021
Q4 | $1.37M | Buy |
6,400
+2,175
| +51% | +$465K | 0.03% | 152 |
|
|
2021
Q3 | $770K | Sell |
4,225
-6,148
| -59% | -$1.12M | 0.02% | 177 |
|
|
2021
Q2 | $5.29M | Sell |
10,373
-15
| -0.1% | -$7.64K | 0.12% | 85 |
|
|
2021
Q1 | $5.89M | Buy |
10,388
+8,132
| +360% | +$4.61M | 0.11% | 109 |
|
|
2020
Q4 | $1.22M | Sell |
2,256
-176
| -7% | -$95.3K | 0.03% | 259 |
|
|
2020
Q3 | $405K | Buy |
+2,432
| New | +$405K | 0.01% | 225 |
|
|
2019
Q4 | – | Sell |
-187
| Closed | -$22K | – | 562 |
|
|
2019
Q3 | $22K | Buy |
+187
| New | +$22K | ﹤0.01% | 385 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$234K | – | 528 |
|
|
2018
Q3 | $234K | Hold |
2,000
| – | – | 0.01% | 188 |
|
|
2018
Q2 | $212K | Hold |
2,000
| – | – | 0.01% | 184 |
|
|
2018
Q1 | $209K | Buy |
2,000
+1,000
| +100% | +$105K | 0.01% | 202 |
|
|
2017
Q4 | $119K | Hold |
1,000
| – | – | 0.01% | 255 |
|
|
2017
Q3 | $120K | Buy |
+1,000
| New | +$120K | 0.01% | 223 |
|
|
2016
Q3 | – | Sell |
-640
| Closed | -$69K | – | 665 |
|
|
2016
Q2 | $69K | Buy |
+640
| New | +$69K | 0.01% | 297 |
|