IHT Wealth Management’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 | $1.23M | Sell |
12,185
-215
| -2% | -$21.7K | 0.03% | 444 |
|
|
2025
Q1 | $1.36M | Buy |
12,400
+290
| +2% | +$31.9K | 0.04% | 385 |
|
|
2024
Q4 | $1.53M | Sell |
12,110
-3,660
| -23% | -$462K | 0.05% | 333 |
|
|
2024
Q3 | $2.14M | Buy |
15,770
+4,085
| +35% | +$554K | 0.06% | 303 |
|
|
2024
Q2 | $1.6M | Sell |
11,685
-575
| -5% | -$78.6K | 0.06% | 308 |
|
|
2024
Q1 | $1.82M | Buy |
12,260
+250
| +2% | +$37.2K | 0.07% | 272 |
|
|
2023
Q4 | $1.89M | Buy |
12,010
+815
| +7% | +$128K | 0.08% | 230 |
|
|
2023
Q3 | $1.74M | Buy |
11,195
+1,115
| +11% | +$174K | 0.09% | 214 |
|
|
2023
Q2 | $1.81M | Buy |
10,080
+546
| +6% | +$97.9K | 0.09% | 203 |
|
|
2023
Q1 | $1.85M | Buy |
9,534
+155
| +2% | +$30.1K | 0.11% | 193 |
|
|
2022
Q4 | $1.63M | Buy |
9,379
+763
| +9% | +$133K | 0.1% | 210 |
|
|
2022
Q3 | $1.39M | Buy |
8,616
+4,590
| +114% | +$742K | 0.11% | 215 |
|
|
2022
Q2 | $735K | Sell |
4,026
-399
| -9% | -$72.8K | 0.06% | 291 |
|
|
2022
Q1 | $949K | Buy |
4,425
+107
| +2% | +$22.9K | 0.07% | 263 |
|
|
2021
Q4 | $925K | Buy |
4,318
+256
| +6% | +$54.8K | 0.07% | 281 |
|
|
2021
Q3 | $740K | Sell |
4,062
-2,171
| -35% | -$396K | 0.06% | 313 |
|
|
2021
Q2 | $1.3M | Buy |
6,233
+486
| +8% | +$101K | 0.08% | 264 |
|
|
2021
Q1 | $977K | Buy |
5,747
+177
| +3% | +$30.1K | 0.07% | 275 |
|
|
2020
Q4 | $938K | Sell |
5,570
-749
| -12% | -$126K | 0.08% | 257 |
|
|
2020
Q3 | $1.05M | Buy |
6,319
+1,017
| +19% | +$169K | 0.11% | 200 |
|
|
2020
Q2 | $589K | Sell |
5,302
-2,866
| -35% | -$318K | 0.08% | 259 |
|
|
2020
Q1 | $763K | Buy |
8,168
+2,995
| +58% | +$280K | 0.11% | 199 |
|
|
2019
Q4 | $606K | Sell |
5,173
-1,248
| -19% | -$146K | 0.07% | 293 |
|
|
2019
Q3 | $769K | Buy |
6,421
+2,591
| +68% | +$310K | 0.1% | 231 |
|
|
2019
Q2 | $396K | Sell |
3,830
-693
| -15% | -$71.7K | 0.06% | 340 |
|
|
2019
Q1 | $505K | Sell |
4,523
-968
| -18% | -$108K | 0.08% | 264 |
|
|
2018
Q4 | $536K | Buy |
5,491
+702
| +15% | +$68.5K | 0.1% | 227 |
|
|
2018
Q3 | $559K | Sell |
4,789
-1,021
| -18% | -$119K | 0.12% | 212 |
|
|
2018
Q2 | $617K | Buy |
5,810
+278
| +5% | +$29.5K | 0.16% | 169 |
|
|
2018
Q1 | $574K | Buy |
5,532
+1,566
| +39% | +$162K | 0.15% | 167 |
|
|
2017
Q4 | $512K | Buy |
3,966
+3,110
| +363% | +$401K | 0.14% | 191 |
|
|
2017
Q3 | $100K | Buy |
856
+34
| +4% | +$3.97K | 0.04% | 357 |
|
|
2017
Q2 | $5 | Sell |
822
-136
| -14% | -$1 | ﹤0.01% | 1113 |
|
|
2017
Q1 | $102K | Sell |
958
-18
| -2% | -$1.92K | 0.07% | 276 |
|
|
2016
Q4 | $112K | Buy |
+976
| New | +$112K | 0.08% | 255 |
|