Iconiq Capital’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 | $395K | Buy |
+3,913
| New | +$395K | 0.01% | 229 |
|
|
2025
Q1 | – | Sell |
-3,196
| Closed | -$403K | – | 420 |
|
|
2024
Q4 | $403K | Buy |
+3,196
| New | +$403K | 0.01% | 185 |
|
|
2019
Q2 | – | Sell |
-4,196
| Closed | -$469K | – | 52 |
|
|
2019
Q1 | $469K | Sell |
4,196
-4,599
| -52% | -$514K | 0.05% | 34 |
|
|
2018
Q4 | $858K | Sell |
8,795
-11
| -0.1% | -$1.07K | 0.12% | 32 |
|
|
2018
Q3 | $1.03M | Hold |
8,806
| – | – | 0.11% | 37 |
|
|
2018
Q2 | $935K | Buy |
8,806
+11
| +0.1% | +$1.17K | 0.12% | 37 |
|
|
2018
Q1 | $920K | Hold |
8,795
| – | – | 0.1% | 40 |
|
|
2017
Q4 | $1.05M | Buy |
+8,795
| New | +$1.05M | 0.11% | 36 |
|