Kercheville Advisors’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 | $333K | Buy |
3,296
+609
| +23% | +$61.5K | 0.11% | 79 |
|
|
2025
Q1 | $296K | Buy |
2,687
+1,100
| +69% | +$121K | 0.12% | 71 |
|
|
2024
Q4 | $200K | Buy |
1,587
+50
| +3% | +$6.31K | 0.08% | 83 |
|
|
2024
Q3 | $210K | Hold |
1,537
| – | – | 0.09% | 76 |
|
|
2024
Q2 | $210K | Hold |
1,537
| – | – | 0.09% | 73 |
|
|
2024
Q1 | $228K | Hold |
1,537
| – | – | 0.11% | 73 |
|
|
2023
Q4 | $242K | Hold |
1,537
| – | – | 0.14% | 65 |
|
|
2023
Q3 | $240K | Hold |
1,537
| – | – | 0.15% | 59 |
|
|
2023
Q2 | $275K | Sell |
1,537
-64
| -4% | -$11.5K | 0.17% | 61 |
|
|
2023
Q1 | $311K | Hold |
1,601
| – | – | 0.21% | 51 |
|
|
2022
Q4 | $278K | Hold |
1,601
| – | – | 0.19% | 55 |
|
|
2022
Q3 | $259K | Hold |
1,601
| – | – | 0.26% | 57 |
|
|
2022
Q2 | $292K | Hold |
1,601
| – | – | 0.19% | 65 |
|
|
2022
Q1 | $343K | Hold |
1,601
| – | – | 0.16% | 78 |
|
|
2021
Q4 | $343K | Sell |
1,601
-100
| -6% | -$21.4K | 0.15% | 87 |
|
|
2021
Q3 | $310K | Hold |
1,701
| – | – | 0.15% | 82 |
|
|
2021
Q2 | $354K | Sell |
1,701
-100
| -6% | -$20.8K | 0.16% | 84 |
|
|
2021
Q1 | $306K | Hold |
1,801
| – | – | 0.15% | 91 |
|
|
2020
Q4 | $303K | Buy |
+1,801
| New | +$303K | 0.16% | 83 |
|