Joseph Group Capital 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 | $33.3K | Hold |
330
| – | – | 0.01% | 79 |
|
|
2025
Q1 | $36.3K | Buy |
330
+150
| +83% | +$16.5K | 0.01% | 78 |
|
|
2024
Q4 | $22.7K | Hold |
180
| – | – | 0.01% | 81 |
|
|
2024
Q3 | $24.5K | Hold |
180
| – | – | 0.01% | 74 |
|
|
2024
Q2 | $24.6K | Hold |
180
| – | – | 0.01% | 66 |
|
|
2024
Q1 | $26.8K | Hold |
180
| – | – | 0.01% | 75 |
|
|
2023
Q4 | $28.3K | Buy |
180
+5
| +3% | +$786 | 0.02% | 74 |
|
|
2023
Q3 | $27.3K | Hold |
175
| – | – | 0.02% | 69 |
|
|
2023
Q2 | $31.4K | Buy |
175
+10
| +6% | +$1.79K | 0.03% | 66 |
|
|
2023
Q1 | $32K | Hold |
165
| – | – | 0.03% | 68 |
|
|
2022
Q4 | $29K | Hold |
165
| – | – | 0.03% | 76 |
|
|
2022
Q3 | $27K | Hold |
165
| – | – | 0.03% | 59 |
|
|
2022
Q2 | $30K | Hold |
165
| – | – | 0.03% | 60 |
|
|
2022
Q1 | $35K | Hold |
165
| – | – | 0.04% | 58 |
|
|
2021
Q4 | $35K | Buy |
+165
| New | +$35K | 0.03% | 58 |
|