Kennedy Investment Group’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 | $379K | Buy |
3,750
+472
| +14% | +$47.6K | 0.16% | 106 |
|
|
2025
Q1 | $361K | Buy |
3,278
+173
| +6% | +$19K | 0.17% | 99 |
|
|
2024
Q4 | $391K | Sell |
3,105
-91
| -3% | -$11.5K | 0.18% | 94 |
|
|
2024
Q3 | $436K | Sell |
3,196
-13
| -0.4% | -$1.77K | 0.2% | 92 |
|
|
2024
Q2 | $439K | Sell |
3,209
-37
| -1% | -$5.06K | 0.22% | 88 |
|
|
2024
Q1 | $482K | Buy |
3,246
+80
| +3% | +$11.9K | 0.26% | 82 |
|
|
2023
Q4 | $498K | Sell |
3,166
-18
| -0.6% | -$2.83K | 0.28% | 82 |
|
|
2023
Q3 | $496K | Buy |
3,184
+28
| +0.9% | +$4.36K | 0.3% | 82 |
|
|
2023
Q2 | $566K | Buy |
3,156
+30
| +1% | +$5.38K | 0.33% | 74 |
|
|
2023
Q1 | $606K | Sell |
3,126
-34
| -1% | -$6.6K | 0.37% | 72 |
|
|
2022
Q4 | $549K | Buy |
+3,160
| New | +$549K | 0.35% | 71 |
|