L.M. Kohn & Company’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 | $415K | Sell |
4,110
-4,339
| -51% | -$438K | 0.11% | 157 |
|
|
2025
Q1 | $929K | Sell |
8,449
-2,278
| -21% | -$251K | 0.24% | 87 |
|
|
2024
Q4 | $1.35M | Sell |
10,727
-981
| -8% | -$124K | 0.35% | 55 |
|
|
2024
Q3 | $1.6M | Sell |
11,708
-410
| -3% | -$55.9K | 0.4% | 46 |
|
|
2024
Q2 | $1.66M | Sell |
12,118
-506
| -4% | -$69.2K | 0.45% | 38 |
|
|
2024
Q1 | $1.88M | Buy |
12,624
+492
| +4% | +$73.1K | 0.53% | 35 |
|
|
2023
Q4 | $1.91M | Buy |
12,132
+428
| +4% | +$67.3K | 0.61% | 30 |
|
|
2023
Q3 | $1.82M | Sell |
11,704
-1,020
| -8% | -$159K | 0.67% | 24 |
|
|
2023
Q2 | $2.28M | Buy |
12,724
+844
| +7% | +$151K | 0.86% | 19 |
|
|
2023
Q1 | $2.3M | Sell |
11,880
-348
| -3% | -$67.5K | 0.96% | 18 |
|
|
2022
Q4 | $2.13M | Buy |
12,228
+243
| +2% | +$42.2K | 0.99% | 21 |
|
|
2022
Q3 | $1.94M | Sell |
11,985
-681
| -5% | -$110K | 0.95% | 22 |
|
|
2022
Q2 | $2.31M | Buy |
12,666
+1,171
| +10% | +$214K | 1.08% | 17 |
|
|
2022
Q1 | $2.47M | Buy |
+11,495
| New | +$2.47M | 0.95% | 16 |
|