Herold 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 | $507K | Buy |
5,023
+1,401
| +39% | +$141K | 0.11% | 190 |
|
|
2025
Q1 | $398K | Buy |
3,622
+908
| +33% | +$99.9K | 0.09% | 193 |
|
|
2024
Q4 | $342K | Sell |
2,714
-234
| -8% | -$29.5K | 0.07% | 210 |
|
|
2024
Q3 | $402K | Buy |
2,948
+865
| +42% | +$118K | 0.09% | 204 |
|
|
2024
Q2 | $285K | Buy |
2,083
+224
| +12% | +$30.7K | 0.07% | 221 |
|
|
2024
Q1 | $276K | Sell |
1,859
-3,590
| -66% | -$534K | 0.07% | 225 |
|
|
2023
Q4 | $857K | Sell |
5,449
-901
| -14% | -$142K | 0.24% | 118 |
|
|
2023
Q3 | $990K | Buy |
6,350
+769
| +14% | +$120K | 0.3% | 99 |
|
|
2023
Q2 | $1M | Buy |
5,581
+604
| +12% | +$108K | 0.31% | 95 |
|
|
2023
Q1 | $965K | Buy |
4,977
+2,247
| +82% | +$436K | 0.33% | 86 |
|
|
2022
Q4 | $475K | Buy |
2,730
+1,001
| +58% | +$174K | 0.2% | 119 |
|
|
2022
Q3 | $279K | Sell |
1,729
-100
| -5% | -$16.1K | 0.13% | 151 |
|
|
2022
Q2 | $333K | Buy |
1,829
+215
| +13% | +$39.1K | 0.15% | 144 |
|
|
2022
Q1 | $346K | Buy |
+1,614
| New | +$346K | 0.12% | 150 |
|
|
2021
Q4 | – | Sell |
-684
| Closed | -$124K | – | 622 |
|
|
2021
Q3 | $124K | Buy |
+684
| New | +$124K | 0.05% | 248 |
|