Klein Pavlis & Peasley Financial’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 | $1.3M | Buy |
12,926
+2,748
| +27% | +$277K | 0.87% | 40 |
|
|
2025
Q1 | $1.11M | Buy |
10,178
+1,372
| +16% | +$150K | 0.8% | 45 |
|
|
2024
Q4 | $1.11M | Buy |
8,806
+625
| +8% | +$78.8K | 0.9% | 38 |
|
|
2024
Q3 | $1.12M | Buy |
8,181
+156
| +2% | +$21.3K | 0.89% | 42 |
|
|
2024
Q2 | $1.1M | Buy |
8,025
+2,468
| +44% | +$338K | 0.98% | 41 |
|
|
2024
Q1 | $826K | Buy |
+5,557
| New | +$826K | 0.75% | 46 |
|