Investment Research & Advisory Group’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 | $10.1K | Hold |
100
| – | – | ﹤0.01% | 171 |
|
|
2025
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 165 |
|
|
2024
Q4 | $12.6K | Hold |
100
| – | – | 0.01% | 148 |
|
|
2024
Q3 | $13.6K | Hold |
100
| – | – | 0.01% | 145 |
|
|
2024
Q2 | $13.7K | Hold |
100
| – | – | 0.01% | 140 |
|
|
2024
Q1 | $14.9K | Sell |
100
-6,671
| -99% | -$992K | 0.01% | 142 |
|
|
2023
Q4 | $1.06M | Sell |
6,771
-5,204
| -43% | -$818K | 0.54% | 41 |
|
|
2023
Q3 | $1.87M | Sell |
11,975
-1,063
| -8% | -$166K | 1.06% | 32 |
|
|
2023
Q2 | $2.34M | Buy |
13,038
+90
| +0.7% | +$16.1K | 1.35% | 23 |
|
|
2023
Q1 | $2.51M | Buy |
12,948
+12,848
| +12,848% | +$2.49M | 1.61% | 18 |
|
|
2022
Q4 | $17.4K | Hold |
100
| – | – | 0.01% | 118 |
|
|
2022
Q3 | $16K | Hold |
100
| – | – | 0.01% | 120 |
|
|
2022
Q2 | $18K | Hold |
100
| – | – | 0.01% | 120 |
|
|
2022
Q1 | $21K | Hold |
100
| – | – | 0.01% | 129 |
|
|
2021
Q4 | $21K | Buy |
+100
| New | +$21K | 0.01% | 132 |
|
|
2021
Q3 | – | Sell |
-22
| Closed | -$5K | – | 179 |
|
|
2021
Q2 | $5K | Buy |
+22
| New | +$5K | ﹤0.01% | 160 |
|