Leelyn Smith’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 | $2.35M | Buy |
23,257
+1,330
| +6% | +$134K | 0.39% | 75 |
|
|
2025
Q1 | $2.41M | Buy |
21,927
+862
| +4% | +$94.8K | 0.43% | 68 |
|
|
2024
Q4 | $2.66M | Buy |
+21,065
| New | +$2.66M | 0.47% | 54 |
|
|
2023
Q1 | – | Sell |
-768
| Closed | -$134K | – | 411 |
|
|
2022
Q4 | $134K | Buy |
768
+407
| +113% | +$70.8K | 0.04% | 126 |
|
|
2022
Q3 | $58K | Hold |
361
| – | – | 0.02% | 144 |
|
|
2022
Q2 | $66K | Sell |
361
-10
| -3% | -$1.83K | 0.02% | 181 |
|
|
2022
Q1 | $80K | Buy |
371
+10
| +3% | +$2.16K | 0.02% | 174 |
|
|
2021
Q4 | $77K | Sell |
361
-35
| -9% | -$7.47K | 0.02% | 184 |
|
|
2021
Q3 | $72K | Buy |
396
+35
| +10% | +$6.36K | 0.02% | 186 |
|
|
2021
Q2 | $75K | Sell |
361
-51
| -12% | -$10.6K | 0.02% | 185 |
|
|
2021
Q1 | $70K | Sell |
412
-1,267
| -75% | -$215K | 0.02% | 196 |
|
|
2020
Q4 | $283K | Sell |
1,679
-9,599
| -85% | -$1.62M | 0.09% | 104 |
|
|
2020
Q3 | $1.88M | Sell |
11,278
-425
| -4% | -$70.8K | 0.66% | 37 |
|
|
2020
Q2 | $1.3M | Buy |
11,703
+523
| +5% | +$58.1K | 0.54% | 53 |
|
|
2020
Q1 | $1.04M | Buy |
11,180
+2,167
| +24% | +$202K | 0.56% | 54 |
|
|
2019
Q4 | $1.06K | Buy |
+9,013
| New | +$1.06K | 0.51% | 62 |
|