Houlihan Financial Resource 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 | $851K | Sell |
8,430
-700
| -8% | -$70.7K | 0.35% | 53 |
|
|
2025
Q1 | $1M | Sell |
9,130
-100
| -1% | -$11K | 0.45% | 42 |
|
|
2024
Q4 | $1.16M | Sell |
9,230
-300
| -3% | -$37.8K | 0.5% | 39 |
|
|
2024
Q3 | $1.3M | Buy |
+9,530
| New | +$1.3M | 0.54% | 38 |
|
|
2024
Q2 | – | Sell |
-10,430
| Closed | -$1.55M | – | 93 |
|
|
2024
Q1 | $1.55M | Sell |
10,430
-433
| -4% | -$64.3K | 0.7% | 34 |
|
|
2023
Q4 | $1.71M | Sell |
10,863
-16
| -0.1% | -$2.52K | 0.83% | 31 |
|
|
2023
Q3 | $1.7M | Buy |
+10,879
| New | +$1.7M | 0.91% | 30 |
|
|
2023
Q2 | – | Sell |
-10,956
| Closed | -$2.13M | – | 169 |
|
|
2023
Q1 | $2.13M | Sell |
10,956
-74
| -0.7% | -$14.4K | 1.16% | 28 |
|
|
2022
Q4 | $1.92M | Buy |
+11,030
| New | +$1.92M | 1.11% | 26 |
|
|
2020
Q3 | $1.86M | Buy |
+11,158
| New | +$1.86M | 1.07% | 32 |
|
|
2020
Q1 | $1.05M | Hold |
11,252
| – | – | 0.91% | 32 |
|
|
2019
Q4 | $1.32M | Buy |
+11,252
| New | +$1.32M | 0.85% | 34 |
|