Key Financial Inc’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 | $92.9K | Hold |
920
| – | – | 0.02% | 393 |
|
|
2025
Q1 | $101K | Hold |
920
| – | – | 0.02% | 357 |
|
|
2024
Q4 | $116K | Buy |
920
+21
| +2% | +$2.65K | 0.03% | 327 |
|
|
2024
Q3 | $123K | Sell |
899
-78
| -8% | -$10.6K | 0.03% | 321 |
|
|
2024
Q2 | $134K | Hold |
977
| – | – | 0.03% | 289 |
|
|
2024
Q1 | $145K | Hold |
977
| – | – | 0.04% | 258 |
|
|
2023
Q4 | $154K | Sell |
977
-334
| -25% | -$52.5K | 0.04% | 245 |
|
|
2023
Q3 | $204K | Hold |
1,311
| – | – | 0.07% | 199 |
|
|
2023
Q2 | $235K | Buy |
1,311
+45
| +4% | +$8.07K | 0.08% | 185 |
|
|
2023
Q1 | $246K | Hold |
1,266
| – | – | 0.09% | 175 |
|
|
2022
Q4 | $205K | Hold |
1,266
| – | – | 0.1% | 160 |
|
|
2022
Q3 | $205K | Buy |
1,266
+24
| +2% | +$3.89K | 0.1% | 162 |
|
|
2022
Q2 | $230K | Hold |
1,242
| – | – | 0.12% | 133 |
|
|
2022
Q1 | $266K | Buy |
1,242
+50
| +4% | +$10.7K | 0.13% | 126 |
|
|
2021
Q4 | $255K | Sell |
1,192
-39
| -3% | -$8.34K | 0.13% | 129 |
|
|
2021
Q3 | $224K | Buy |
1,231
+59
| +5% | +$10.7K | 0.13% | 138 |
|
|
2021
Q2 | $224K | Buy |
1,172
+100
| +9% | +$19.1K | 0.13% | 142 |
|
|
2021
Q1 | $182K | Hold |
1,072
| – | – | 0.12% | 148 |
|
|
2020
Q4 | $181K | Buy |
+1,072
| New | +$181K | 0.13% | 129 |
|
|
2020
Q2 | – | Sell |
-984
| Closed | -$96K | – | 597 |
|
|
2020
Q1 | $96K | Buy |
+984
| New | +$96K | 0.1% | 164 |
|