Ipswich Investment Management’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 | $245K | Hold |
2,425
| – | – | 0.06% | 165 |
|
|
2025
Q1 | $267K | Hold |
2,425
| – | – | 0.07% | 161 |
|
|
2024
Q4 | $306K | Sell |
2,425
-40
| -2% | -$5.04K | 0.07% | 150 |
|
|
2024
Q3 | $336K | Sell |
2,465
-261
| -10% | -$35.6K | 0.08% | 150 |
|
|
2024
Q2 | $373K | Sell |
2,726
-208
| -7% | -$28.5K | 0.09% | 142 |
|
|
2024
Q1 | $436K | Sell |
2,934
-420
| -13% | -$62.4K | 0.1% | 137 |
|
|
2023
Q4 | $527K | Sell |
3,354
-3,168
| -49% | -$498K | 0.13% | 123 |
|
|
2023
Q3 | $1.02M | Sell |
6,522
-555
| -8% | -$86.5K | 0.28% | 83 |
|
|
2023
Q2 | $1.27M | Buy |
7,077
+173
| +3% | +$31K | 0.33% | 76 |
|
|
2023
Q1 | $1.34M | Buy |
6,904
+119
| +2% | +$23.1K | 0.37% | 70 |
|
|
2022
Q4 | $1.18M | Sell |
6,785
-260
| -4% | -$45.2K | 0.34% | 75 |
|
|
2022
Q3 | $1.14M | Buy |
7,045
+406
| +6% | +$65.6K | 0.36% | 74 |
|
|
2022
Q2 | $1.21M | Buy |
6,639
+5,574
| +523% | +$1.02M | 0.35% | 80 |
|
|
2022
Q1 | $228K | Hold |
1,065
| – | – | 0.06% | 178 |
|
|
2021
Q4 | $228K | Buy |
+1,065
| New | +$228K | 0.05% | 187 |
|
|
2021
Q3 | – | Sell |
-1,065
| Closed | -$221K | – | 199 |
|
|
2021
Q2 | $221K | Buy |
+1,065
| New | +$221K | 0.06% | 185 |
|
|
2019
Q1 | – | Sell |
-1,445
| Closed | -$141K | – | 371 |
|
|
2018
Q4 | $141K | Buy |
+1,445
| New | +$141K | 0.05% | 183 |
|
|
2016
Q2 | – | Sell |
-400
| Closed | -$41K | – | 313 |
|
|
2016
Q1 | $41K | Buy |
+400
| New | +$41K | 0.02% | 246 |
|