Kathmere 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 | – | Sell |
-1,948
| Closed | -$214K | – | 504 |
|
|
2025
Q1 | $214K | Buy |
1,948
+178
| +10% | +$19.6K | 0.02% | 403 |
|
|
2024
Q4 | $223K | Buy |
1,770
+201
| +13% | +$25.3K | 0.02% | 370 |
|
|
2024
Q3 | $214K | Buy |
+1,569
| New | +$214K | 0.02% | 353 |
|
|
2024
Q2 | – | Sell |
-1,595
| Closed | -$237K | – | 358 |
|
|
2024
Q1 | $237K | Sell |
1,595
-12
| -0.7% | -$1.78K | 0.03% | 276 |
|
|
2023
Q4 | $253K | Buy |
+1,607
| New | +$253K | 0.03% | 233 |
|