InceptionR’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 | – | Sell |
-12,599
| Closed | -$1.39M | – | 854 |
|
2025
Q1 | $1.39M | Buy |
12,599
+10,553
| +516% | +$1.16M | 0.41% | 46 |
|
2024
Q4 | $258K | Sell |
2,046
-7,077
| -78% | -$892K | 0.06% | 507 |
|
2024
Q3 | $1.24M | Sell |
9,123
-1,904
| -17% | -$260K | 0.3% | 91 |
|
2024
Q2 | $1.51M | Buy |
11,027
+6,565
| +147% | +$898K | 0.43% | 28 |
|
2024
Q1 | $663K | Sell |
4,462
-590
| -12% | -$87.7K | 0.17% | 234 |
|
2023
Q4 | $794K | Buy |
5,052
+919
| +22% | +$144K | 0.57% | 23 |
|
2023
Q3 | $644K | Sell |
4,133
-768
| -16% | -$120K | 0.37% | 82 |
|
2023
Q2 | $879K | Buy |
+4,901
| New | +$879K | 0.47% | 41 |
|
2023
Q1 | – | Sell |
-3,570
| Closed | -$621K | – | 597 |
|
2022
Q4 | $621K | Buy |
+3,570
| New | +$621K | 0.33% | 106 |
|