Inlet Private Wealth’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 | $3.23M | Sell |
31,953
-4,150
| -11% | -$419K | 0.79% | 40 |
|
|
2025
Q1 | $3.97M | Buy |
36,103
+950
| +3% | +$104K | 1.03% | 36 |
|
|
2024
Q4 | $4.43M | Sell |
35,153
-2,890
| -8% | -$364K | 1.17% | 30 |
|
|
2024
Q3 | $5.19M | Sell |
38,043
-4,005
| -10% | -$546K | 1.32% | 27 |
|
|
2024
Q2 | $5.75M | Buy |
42,048
+4,413
| +12% | +$604K | 1.57% | 20 |
|
|
2024
Q1 | $5.59M | Buy |
37,635
+355
| +1% | +$52.8K | 1.56% | 23 |
|
|
2023
Q4 | $5.86M | Sell |
37,280
-750
| -2% | -$118K | 1.8% | 15 |
|
|
2023
Q3 | $5.93M | Sell |
38,030
-2,933
| -7% | -$457K | 1.95% | 13 |
|
|
2023
Q2 | $7.34M | Buy |
40,963
+410
| +1% | +$73.5K | 1.85% | 12 |
|
|
2023
Q1 | $7.87M | Sell |
40,553
-200
| -0.5% | -$38.8K | 2.05% | 10 |
|
|
2022
Q4 | $7.08M | Buy |
40,753
+6,659
| +20% | +$1.16M | 1.82% | 14 |
|
|
2022
Q3 | $5.51M | Buy |
34,094
+11,128
| +48% | +$1.8M | 1.64% | 17 |
|
|
2022
Q2 | $4.19M | Buy |
22,966
+2,379
| +12% | +$434K | 1.2% | 25 |
|
|
2022
Q1 | $4.42M | Buy |
20,587
+417
| +2% | +$89.4K | 1.1% | 27 |
|
|
2021
Q4 | $4.32M | Sell |
20,170
-641
| -3% | -$137K | 1.05% | 35 |
|
|
2021
Q3 | $3.79M | Hold |
20,811
| – | – | 1.02% | 32 |
|
|
2021
Q2 | $4.33M | Buy |
20,811
+5
| +0% | +$1.04K | 1.13% | 29 |
|
|
2021
Q1 | $3.54M | Sell |
20,806
-1,394
| -6% | -$237K | 1.01% | 33 |
|
|
2020
Q4 | $3.74M | Sell |
22,200
-150
| -0.7% | -$25.3K | 1.22% | 27 |
|
|
2020
Q3 | $3.72M | Sell |
22,350
-700
| -3% | -$117K | 1.45% | 17 |
|
|
2020
Q2 | $2.56M | Hold |
23,050
| – | – | 1.02% | 36 |
|
|
2020
Q1 | $2.15M | Buy |
23,050
+10,572
| +85% | +$987K | 1% | 36 |
|
|
2019
Q4 | $1.46M | Sell |
12,478
-300
| -2% | -$35.1K | 0.48% | 60 |
|
|
2019
Q3 | $1.53M | Sell |
12,778
-600
| -4% | -$71.9K | 0.57% | 55 |
|
|
2019
Q2 | $1.42M | Buy |
13,378
+2,550
| +24% | +$270K | 0.51% | 59 |
|
|
2019
Q1 | $1.21M | Buy |
10,828
+4,733
| +78% | +$529K | 0.49% | 60 |
|
|
2018
Q4 | $594K | Buy |
+6,095
| New | +$594K | 0.32% | 70 |
|