Harvest Portfolios Group’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 | $1.99M | Buy |
19,687
+3,806
| +24% | +$384K | 0.05% | 142 |
|
|
2025
Q1 | $1.75M | Buy |
15,881
+3,047
| +24% | +$335K | 0.05% | 144 |
|
|
2024
Q4 | $1.62M | Buy |
12,834
+4,834
| +60% | +$610K | 0.05% | 137 |
|
|
2024
Q3 | $1.09M | Sell |
8,000
-105,955
| -93% | -$14.4M | 0.04% | 162 |
|
|
2024
Q2 | $15.6M | Buy |
113,955
+945
| +0.8% | +$129K | 0.6% | 55 |
|
|
2024
Q1 | $16.8M | Sell |
113,010
-3,141
| -3% | -$467K | 0.66% | 55 |
|
|
2023
Q4 | $18.3M | Buy |
116,151
+16,134
| +16% | +$2.54M | 0.77% | 47 |
|
|
2023
Q3 | $15.6M | Buy |
100,017
+1,451
| +1% | +$226K | 0.74% | 52 |
|
|
2023
Q2 | $17.7M | Buy |
98,566
+1,310
| +1% | +$235K | 0.81% | 44 |
|
|
2023
Q1 | $18.9M | Buy |
97,256
+5,903
| +6% | +$1.15M | 0.93% | 32 |
|
|
2022
Q4 | $15.9M | Buy |
+91,353
| New | +$15.9M | 0.91% | 34 |
|