Inscription 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 | – | Sell |
-1,360
| Closed | -$202K | – | 566 |
|
2025
Q1 | $202K | Buy |
+1,360
| New | +$202K | 0.03% | 323 |
|
2024
Q2 | – | Sell |
-1,360
| Closed | -$202K | – | 366 |
|
2024
Q1 | $202K | Buy |
+1,360
| New | +$202K | 0.03% | 323 |
|
2022
Q3 | – | Sell |
-2,989
| Closed | -$546K | – | 245 |
|
2022
Q2 | $546K | Buy |
2,989
+1,445
| +94% | +$264K | 0.1% | 144 |
|
2022
Q1 | $331K | Buy |
1,544
+35
| +2% | +$7.5K | 0.09% | 152 |
|
2021
Q4 | $323K | Hold |
1,509
| – | – | 0.09% | 169 |
|
2021
Q3 | $275K | Sell |
1,509
-2,904
| -66% | -$529K | 0.09% | 177 |
|
2021
Q2 | $918K | Buy |
4,413
+2,904
| +192% | +$604K | 0.1% | 139 |
|
2021
Q1 | $257K | Buy |
+1,509
| New | +$257K | 0.09% | 165 |
|
2019
Q1 | – | Sell |
-271
| Closed | -$26K | – | 285 |
|
2018
Q4 | $26K | Buy |
+271
| New | +$26K | 0.01% | 232 |
|