Lane & Associates’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
Q1 | $269K | Buy |
2,449
+157
| +7% | +$17.3K | 0.15% | 103 |
|
|
2024
Q4 | $262K | Buy |
2,292
+41
| +2% | +$4.68K | 0.14% | 106 |
|
|
2024
Q3 | $307K | Buy |
2,251
+29
| +1% | +$3.95K | 0.17% | 92 |
|
|
2024
Q2 | $304K | Buy |
2,222
+116
| +6% | +$15.9K | 0.18% | 87 |
|
|
2024
Q1 | $313K | Buy |
2,106
+9
| +0.4% | +$1.34K | 0.2% | 84 |
|
|
2023
Q4 | $330K | Sell |
2,097
-134
| -6% | -$21.1K | 0.24% | 75 |
|
|
2023
Q3 | $348K | Buy |
2,231
+16
| +0.7% | +$2.49K | 0.28% | 67 |
|
|
2023
Q2 | $397K | Buy |
2,215
+191
| +9% | +$34.2K | 0.32% | 61 |
|
|
2023
Q1 | $393K | Sell |
2,024
-64
| -3% | -$12.4K | 0.35% | 57 |
|
|
2022
Q4 | $363K | Buy |
+2,088
| New | +$363K | 0.34% | 64 |
|