Keel Point’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 | $375K | Buy |
3,719
+291
| +8% | +$29.4K | 0.02% | 358 |
|
|
2025
Q1 | $377K | Buy |
3,428
+530
| +18% | +$58.3K | 0.03% | 305 |
|
|
2024
Q4 | $365K | Sell |
2,898
-150
| -5% | -$18.9K | 0.03% | 289 |
|
|
2024
Q3 | $416K | Buy |
3,048
+99
| +3% | +$13.5K | 0.03% | 272 |
|
|
2024
Q2 | $373K | Buy |
2,949
+880
| +43% | +$111K | 0.03% | 288 |
|
|
2024
Q1 | $307K | Buy |
2,069
+406
| +24% | +$60.3K | 0.03% | 281 |
|
|
2023
Q4 | $262K | Sell |
1,663
-5
| -0.3% | -$786 | 0.03% | 283 |
|
|
2023
Q3 | $260K | Sell |
1,668
-499
| -23% | -$77.8K | 0.04% | 259 |
|
|
2023
Q2 | $388K | Sell |
2,167
-28
| -1% | -$5.02K | 0.05% | 202 |
|
|
2023
Q1 | $426K | Buy |
2,195
+7
| +0.3% | +$1.36K | 0.06% | 179 |
|
|
2022
Q4 | $380K | Buy |
2,188
+709
| +48% | +$123K | 0.06% | 186 |
|
|
2022
Q3 | $239K | Sell |
1,479
-112
| -7% | -$18.1K | 0.04% | 215 |
|
|
2022
Q2 | $322K | Buy |
1,591
+486
| +44% | +$98.4K | 0.05% | 187 |
|
|
2022
Q1 | $237K | Sell |
1,105
-91
| -8% | -$19.5K | 0.04% | 229 |
|
|
2021
Q4 | $256K | Buy |
1,196
+41
| +4% | +$8.78K | 0.03% | 226 |
|
|
2021
Q3 | $210K | Sell |
1,155
-16
| -1% | -$2.91K | 0.03% | 244 |
|
|
2021
Q2 | $243K | Buy |
+1,171
| New | +$243K | 0.03% | 225 |
|
|
2021
Q1 | – | Sell |
-1,379
| Closed | -$232K | – | 298 |
|
|
2020
Q4 | $232K | Buy |
+1,379
| New | +$232K | 0.02% | 215 |
|
|
2020
Q1 | – | Sell |
-1,762
| Closed | -$206K | – | 199 |
|
|
2019
Q4 | $206K | Buy |
+1,762
| New | +$206K | 0.02% | 187 |
|