JB 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 | $3.1M | Buy |
30,724
+619
| +2% | +$62.5K | 0.15% | 80 |
|
|
2025
Q1 | $3.31M | Buy |
+30,105
| New | +$3.31M | 0.18% | 69 |
|
|
2023
Q2 | – | Sell |
-1,075
| Closed | -$208K | – | 179 |
|
|
2023
Q1 | $208K | Buy |
+1,075
| New | +$208K | 0.02% | 156 |
|
|
2022
Q3 | – | Sell |
-1,118
| Closed | -$204K | – | 226 |
|
|
2022
Q2 | $204K | Buy |
1,118
+1
| +0.1% | +$182 | 0.02% | 225 |
|
|
2022
Q1 | $240K | Buy |
1,117
+4
| +0.4% | +$859 | 0.02% | 220 |
|
|
2021
Q4 | $239K | Sell |
1,113
-71
| -6% | -$15.2K | 0.02% | 234 |
|
|
2021
Q3 | $216K | Buy |
+1,184
| New | +$216K | 0.03% | 301 |
|