Insigneo Advisory Services’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 | $724K | Sell |
7,168
-1,341
| -16% | -$135K | 0.06% | 245 |
|
|
2025
Q1 | $936K | Buy |
8,509
+966
| +13% | +$106K | 0.1% | 175 |
|
|
2024
Q4 | $951K | Sell |
7,543
-2,060
| -21% | -$260K | 0.1% | 169 |
|
|
2024
Q3 | $1.31M | Sell |
9,603
-1,084
| -10% | -$148K | 0.13% | 147 |
|
|
2024
Q2 | $1.35M | Sell |
10,687
-378
| -3% | -$47.6K | 0.15% | 134 |
|
|
2024
Q1 | $1.64M | Buy |
11,065
+424
| +4% | +$63K | 0.2% | 104 |
|
|
2023
Q4 | $1.67M | Buy |
10,641
+2,103
| +25% | +$331K | 0.24% | 88 |
|
|
2023
Q3 | $1.33M | Buy |
8,538
+176
| +2% | +$27.4K | 0.27% | 77 |
|
|
2023
Q2 | $1.5M | Buy |
8,362
+3,876
| +86% | +$695K | 0.29% | 69 |
|
|
2023
Q1 | $870K | Buy |
4,486
+482
| +12% | +$93.5K | 0.28% | 74 |
|
|
2022
Q4 | $696K | Buy |
+4,004
| New | +$696K | 0.26% | 82 |
|