KFP
Keystone Financial Planning’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Hold |
47,254
| – | – | 1.44% | 15 |
|
|
2025
Q1 | $5.2M | Hold |
47,254
| – | – | 1.55% | 18 |
|
|
2024
Q4 | $5.96M | Sell |
47,254
-81
| -0.2% | -$10.2K | 1.85% | 16 |
|
|
2024
Q3 | $6.45M | Sell |
47,335
-58
| -0.1% | -$7.91K | 1.95% | 13 |
|
|
2024
Q2 | $6.49M | Buy |
47,393
+1,117
| +2% | +$153K | 2.15% | 10 |
|
|
2024
Q1 | $6.88M | Buy |
46,276
+2,043
| +5% | +$304K | 2.23% | 14 |
|
|
2023
Q4 | $6.95M | Buy |
44,233
+676
| +2% | +$106K | 2.3% | 12 |
|
|
2023
Q3 | $6.79M | Buy |
43,557
+646
| +2% | +$101K | 2.37% | 8 |
|
|
2023
Q2 | $7.69M | Buy |
42,911
+412
| +1% | +$73.9K | 2.58% | 7 |
|
|
2023
Q1 | $8.24M | Buy |
42,499
+978
| +2% | +$190K | 2.8% | 8 |
|
|
2022
Q4 | $7.22M | Buy |
41,521
+197
| +0.5% | +$34.2K | 2.43% | 12 |
|
|
2022
Q3 | $6.68M | Sell |
41,324
-502
| -1% | -$81.1K | 2.57% | 13 |
|
|
2022
Q2 | $7.64M | Buy |
+41,826
| New | +$7.64M | 2.68% | 11 |
|
|
2021
Q2 | – | Sell |
-10,315
| Closed | -$1.75M | – | 48 |
|
|
2021
Q1 | $1.75M | Sell |
10,315
-319
| -3% | -$54.2K | 0.65% | 29 |
|
|
2020
Q4 | $1.79M | Sell |
10,634
-454
| -4% | -$76.5K | 0.74% | 27 |
|
|
2020
Q3 | $1.85M | Sell |
11,088
-48,577
| -81% | -$8.1M | 0.89% | 28 |
|
|
2020
Q2 | $6.63M | Buy |
59,665
+2,660
| +5% | +$296K | 3.27% | 16 |
|
|
2020
Q1 | $5.33M | Buy |
57,005
+5,910
| +12% | +$552K | 3.05% | 17 |
|
|
2019
Q4 | $5.98M | Buy |
51,095
+1,849
| +4% | +$216K | 2.67% | 18 |
|
|
2019
Q3 | $5.9M | Buy |
49,246
+75
| +0.2% | +$8.99K | 2.82% | 17 |
|
|
2019
Q2 | $5.08M | Buy |
49,171
+4,688
| +11% | +$484K | 2.48% | 22 |
|
|
2019
Q1 | $4.97M | Buy |
44,483
+1,045
| +2% | +$117K | 2.45% | 22 |
|
|
2018
Q4 | $4.24M | Buy |
43,438
+1,299
| +3% | +$127K | 2.37% | 24 |
|
|
2018
Q3 | $4.92M | Sell |
42,139
-3,001
| -7% | -$350K | 2.51% | 24 |
|
|
2018
Q2 | $4.8M | Buy |
45,140
+770
| +2% | +$81.8K | 2.64% | 22 |
|
|
2018
Q1 | $4.64M | Buy |
44,370
+39,653
| +841% | +$4.15M | 2.59% | 21 |
|
|
2017
Q4 | $562K | Sell |
4,717
-4,193
| -47% | -$500K | 0.3% | 40 |
|
|
2017
Q3 | $1.07M | Buy |
8,910
+3,902
| +78% | +$469K | 0.61% | 35 |
|
|
2017
Q2 | $554K | Buy |
5,008
+2,681
| +115% | +$297K | 0.34% | 39 |
|
|
2017
Q1 | $250K | Buy |
2,327
+109
| +5% | +$11.7K | 0.16% | 46 |
|
|
2016
Q4 | $254K | Hold |
2,218
| – | – | 0.17% | 46 |
|
|
2016
Q3 | $243K | Sell |
2,218
-501
| -18% | -$54.9K | 0.16% | 44 |
|
|
2016
Q2 | $293K | Buy |
+2,719
| New | +$293K | 0.2% | 43 |
|