Lavaca Capital’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 | $133K | Buy |
1,313
+19
| +1% | +$1.92K | 0.05% | 106 |
|
|
2025
Q1 | $142K | Buy |
1,294
+15
| +1% | +$1.65K | 0.06% | 101 |
|
|
2024
Q4 | $161K | Buy |
+1,279
| New | +$161K | 0.06% | 112 |
|
|
2024
Q2 | – | Sell |
-3,839
| Closed | -$571K | – | 89 |
|
|
2024
Q1 | $571K | Sell |
3,839
-58
| -1% | -$8.62K | 0.33% | 48 |
|
|
2023
Q4 | $613K | Sell |
3,897
-189
| -5% | -$29.7K | 0.35% | 47 |
|
|
2023
Q3 | $637K | Sell |
4,086
-5,970
| -59% | -$931K | 0.21% | 77 |
|
|
2023
Q2 | $1.8M | Buy |
10,056
+4,372
| +77% | +$784K | 0.53% | 34 |
|
|
2023
Q1 | $1.09M | Sell |
5,684
-421
| -7% | -$80.7K | 0.23% | 61 |
|
|
2022
Q4 | $1.05M | Sell |
6,105
-50
| -0.8% | -$8.59K | 0.33% | 57 |
|
|
2022
Q3 | $1.05M | Sell |
6,155
-5,275
| -46% | -$898K | 0.38% | 45 |
|
|
2022
Q2 | $2.08M | Buy |
11,430
+4,014
| +54% | +$729K | 0.31% | 22 |
|
|
2022
Q1 | $1.59M | Buy |
7,416
+588
| +9% | +$126K | 0.17% | 40 |
|
|
2021
Q4 | $1.46M | Buy |
6,828
+386
| +6% | +$82.8K | 0.19% | 45 |
|
|
2021
Q3 | $1.17M | Buy |
6,442
+53
| +0.8% | +$9.65K | 0.12% | 56 |
|
|
2021
Q2 | $1.33M | Sell |
6,389
-847
| -12% | -$176K | 0.13% | 43 |
|
|
2021
Q1 | $1.23M | Buy |
+7,236
| New | +$1.23M | 0.1% | 38 |
|
|
2019
Q2 | – | Sell |
-96
| Closed | -$11K | – | 334 |
|
|
2019
Q1 | $11K | Hold |
96
| – | – | 0.01% | 264 |
|
|
2018
Q4 | $9K | Buy |
+96
| New | +$9K | 0.01% | 244 |
|