IEQ 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 | $10.6M | Buy |
104,819
+63,629
| +154% | +$6.42M | 0.06% | 236 |
|
|
2025
Q1 | $4.53M | Buy |
41,190
+36,734
| +824% | +$4.04M | 0.04% | 368 |
|
|
2024
Q4 | $562K | Sell |
4,456
-9,136
| -67% | -$1.15M | 0.01% | 805 |
|
|
2024
Q3 | $1.85M | Sell |
13,592
-760
| -5% | -$104K | 0.02% | 393 |
|
|
2024
Q2 | $1.96M | Buy |
14,352
+1,532
| +12% | +$210K | 0.03% | 343 |
|
|
2024
Q1 | $1.91M | Buy |
12,820
+809
| +7% | +$120K | 0.03% | 330 |
|
|
2023
Q4 | $1.89M | Sell |
12,011
-3,418
| -22% | -$537K | 0.03% | 301 |
|
|
2023
Q3 | $2.4M | Sell |
15,429
-5,836
| -27% | -$910K | 0.05% | 228 |
|
|
2023
Q2 | $3.81M | Sell |
21,265
-3,571
| -14% | -$640K | 0.08% | 175 |
|
|
2023
Q1 | $4.82M | Buy |
24,836
+3,961
| +19% | +$768K | 0.11% | 131 |
|
|
2022
Q4 | $3.63M | Sell |
20,875
-6,961
| -25% | -$1.21M | 0.1% | 158 |
|
|
2022
Q3 | $4.5M | Buy |
27,836
+6,281
| +29% | +$1.01M | 0.12% | 121 |
|
|
2022
Q2 | $3.94M | Buy |
21,555
+3,455
| +19% | +$631K | 0.12% | 119 |
|
|
2022
Q1 | $3.88M | Buy |
18,100
+6,047
| +50% | +$1.3M | 0.09% | 134 |
|
|
2021
Q4 | $2.58M | Buy |
12,053
+103
| +0.9% | +$22.1K | 0.06% | 166 |
|
|
2021
Q3 | $2.18M | Buy |
11,950
+1,914
| +19% | +$349K | 0.06% | 174 |
|
|
2021
Q2 | $2.09M | Buy |
10,036
+3,912
| +64% | +$814K | 0.06% | 167 |
|
|
2021
Q1 | $1.04M | Buy |
+6,124
| New | +$1.04M | 0.04% | 196 |
|
|
2020
Q4 | – | Sell |
-5,000
| Closed | -$833K | – | 382 |
|
|
2020
Q3 | $833K | Buy |
5,000
+870
| +21% | +$145K | 0.04% | 190 |
|
|
2020
Q2 | $459K | Sell |
4,130
-1,287
| -24% | -$143K | 0.03% | 210 |
|
|
2020
Q1 | $507K | Buy |
5,417
+881
| +19% | +$82.5K | 0.04% | 201 |
|
|
2019
Q4 | $531K | Buy |
+4,536
| New | +$531K | 0.05% | 211 |
|