Lantz 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 | $1.86M | Buy |
18,403
+1,754
| +11% | +$177K | 0.46% | 62 |
|
|
2025
Q1 | $1.83M | Sell |
16,649
-156
| -0.9% | -$17.2K | 0.5% | 58 |
|
|
2024
Q4 | $2.12M | Buy |
16,805
+5,424
| +48% | +$684K | 0.56% | 54 |
|
|
2024
Q3 | $1.55M | Sell |
11,381
-3,932
| -26% | -$536K | 0.42% | 73 |
|
|
2024
Q2 | $2.1M | Sell |
15,313
-173
| -1% | -$23.7K | 0.65% | 42 |
|
|
2024
Q1 | $2.3M | Buy |
15,486
+5,550
| +56% | +$825K | 0.74% | 36 |
|
|
2023
Q4 | $1.56M | Buy |
9,936
+5,049
| +103% | +$794K | 0.56% | 53 |
|
|
2023
Q3 | $762K | Sell |
4,887
-1
| -0% | -$156 | 0.3% | 83 |
|
|
2023
Q2 | $876K | Sell |
4,888
-212
| -4% | -$38K | 0.34% | 81 |
|
|
2023
Q1 | $989K | Buy |
5,100
+452
| +10% | +$87.7K | 0.41% | 72 |
|
|
2022
Q4 | $808K | Buy |
4,648
+15
| +0.3% | +$2.61K | 0.37% | 73 |
|
|
2022
Q3 | $748K | Buy |
4,633
+5
| +0.1% | +$807 | 0.39% | 67 |
|
|
2022
Q2 | $845K | Buy |
4,628
+464
| +11% | +$84.7K | 0.38% | 70 |
|
|
2022
Q1 | $893K | Sell |
4,164
-152
| -4% | -$32.6K | 0.36% | 73 |
|
|
2021
Q4 | $925K | Hold |
4,316
| – | – | 0.43% | 62 |
|
|
2021
Q3 | $786K | Sell |
4,316
-426
| -9% | -$77.6K | 0.4% | 66 |
|
|
2021
Q2 | $986K | Buy |
+4,742
| New | +$986K | 0.51% | 59 |
|