KMG Fiduciary Partners’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 | $2.64M | Buy |
26,177
+2
| +0% | +$202 | 0.2% | 113 |
|
|
2025
Q1 | $2.88M | Sell |
26,175
-10,908
| -29% | -$1.2M | 0.24% | 97 |
|
|
2024
Q4 | $4.68M | Sell |
37,083
-9,351
| -20% | -$1.18M | 0.39% | 65 |
|
|
2024
Q3 | $6.33M | Buy |
46,434
+20,193
| +77% | +$2.75M | 0.55% | 49 |
|
|
2024
Q2 | $3.59M | Buy |
26,241
+1,999
| +8% | +$274K | 0.35% | 67 |
|
|
2024
Q1 | $3.6M | Buy |
24,242
+1,018
| +4% | +$151K | 0.37% | 66 |
|
|
2023
Q4 | $3.65M | Sell |
23,224
-1,616
| -7% | -$254K | 0.43% | 62 |
|
|
2023
Q3 | $3.87M | Sell |
24,840
-427
| -2% | -$66.6K | 0.51% | 51 |
|
|
2023
Q2 | $4.53M | Buy |
25,267
+2,488
| +11% | +$446K | 0.59% | 45 |
|
|
2023
Q1 | $4.42M | Buy |
22,779
+5,714
| +33% | +$1.11M | 0.63% | 44 |
|
|
2022
Q4 | $2.97M | Buy |
17,065
+2,747
| +19% | +$478K | 0.49% | 63 |
|
|
2022
Q3 | $2.31M | Buy |
14,318
+1,130
| +9% | +$183K | 0.45% | 64 |
|
|
2022
Q2 | $2.41M | Buy |
13,188
+1,755
| +15% | +$320K | 0.45% | 58 |
|
|
2022
Q1 | $2.45M | Buy |
11,433
+3,240
| +40% | +$695K | 0.39% | 64 |
|
|
2021
Q4 | $1.76M | Buy |
8,193
+605
| +8% | +$130K | 0.27% | 88 |
|
|
2021
Q3 | $1.38M | Sell |
7,588
-3,822
| -33% | -$696K | 0.24% | 95 |
|
|
2021
Q2 | $2.37M | Buy |
11,410
+124
| +1% | +$25.8K | 0.42% | 54 |
|
|
2021
Q1 | $1.92M | Buy |
11,286
+955
| +9% | +$162K | 0.37% | 60 |
|
|
2020
Q4 | $1.67M | Buy |
10,331
+2,844
| +38% | +$459K | 0.35% | 63 |
|
|
2020
Q3 | $1.25M | Buy |
+7,487
| New | +$1.25M | 0.31% | 73 |
|