KPP Advisory Services’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 | $1.05M | Buy |
10,390
+719
| +7% | +$72.6K | 0.17% | 123 |
|
|
2025
Q1 | $1.06M | Buy |
+9,671
| New | +$1.06M | 0.2% | 109 |
|
|
2024
Q4 | – | Sell |
-1,530
| Closed | -$209K | – | 271 |
|
|
2024
Q3 | $209K | Sell |
1,530
-374
| -20% | -$51K | 0.05% | 245 |
|
|
2024
Q2 | $261K | Sell |
1,904
-451
| -19% | -$61.7K | 0.07% | 202 |
|
|
2024
Q1 | $350K | Buy |
2,355
+38
| +2% | +$5.65K | 0.1% | 165 |
|
|
2023
Q4 | $364K | Buy |
2,317
+137
| +6% | +$21.5K | 0.32% | 79 |
|
|
2023
Q3 | $340K | Buy |
+2,180
| New | +$340K | 0.11% | 136 |
|