Harvest Investment Advisors’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 | $1.65M | Buy |
16,377
+1,745
| +12% | +$176K | 1.06% | 33 |
|
|
2025
Q1 | $1.61M | Buy |
14,632
+3,107
| +27% | +$342K | 1.16% | 33 |
|
|
2024
Q4 | $1.45M | Sell |
11,525
-165
| -1% | -$20.8K | 1% | 37 |
|
|
2024
Q3 | $1.59M | Buy |
11,690
+2,015
| +21% | +$275K | 1.08% | 32 |
|
|
2024
Q2 | $1.32M | Buy |
9,675
+40
| +0.4% | +$5.47K | 0.98% | 40 |
|
|
2024
Q1 | $1.43M | Buy |
+9,635
| New | +$1.43M | 1.07% | 42 |
|