Joule Financial’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 | $256K | Buy |
2,533
+124
| +5% | +$12.5K | 0.08% | 95 |
|
|
2025
Q1 | $265K | Sell |
2,409
-208
| -8% | -$22.9K | 0.09% | 88 |
|
|
2024
Q4 | $330K | Sell |
2,617
-260
| -9% | -$32.8K | 0.12% | 77 |
|
|
2024
Q3 | $392K | Buy |
2,877
+153
| +6% | +$20.9K | 0.14% | 74 |
|
|
2024
Q2 | $373K | Buy |
2,724
+163
| +6% | +$22.3K | 0.15% | 75 |
|
|
2024
Q1 | $381K | Buy |
2,561
+62
| +2% | +$9.22K | 0.16% | 72 |
|
|
2023
Q4 | $393K | Sell |
2,499
-70
| -3% | -$11K | 0.18% | 69 |
|
|
2023
Q3 | $400K | Buy |
2,569
+1,261
| +96% | +$197K | 0.2% | 66 |
|
|
2023
Q2 | $234K | Buy |
+1,308
| New | +$234K | 0.12% | 91 |
|