LGT Group Foundation’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 | $341K | Buy |
3,383
+262
| +8% | +$26.4K | ﹤0.01% | 253 |
|
|
2025
Q1 | $343K | Buy |
3,121
+870
| +39% | +$95.7K | ﹤0.01% | 247 |
|
|
2024
Q4 | $284K | Sell |
2,251
-32,591
| -94% | -$4.11M | ﹤0.01% | 250 |
|
|
2024
Q3 | $4.63M | Sell |
34,842
-81
| -0.2% | -$10.8K | 0.08% | 139 |
|
|
2024
Q2 | $4.78M | Sell |
34,923
-2,799
| -7% | -$383K | 0.08% | 135 |
|
|
2024
Q1 | $5.61M | Sell |
37,722
-12,208
| -24% | -$1.81M | 0.13% | 124 |
|
|
2023
Q4 | $7.85M | Sell |
49,930
-1,127
| -2% | -$177K | 0.17% | 110 |
|
|
2023
Q3 | $7.92M | Sell |
51,057
-9,886
| -16% | -$1.53M | 0.2% | 105 |
|
|
2023
Q2 | $10.9M | Sell |
60,943
-19,106
| -24% | -$3.42M | 0.26% | 92 |
|
|
2023
Q1 | $15.5M | Buy |
80,049
+2,856
| +4% | +$554K | 0.45% | 60 |
|
|
2022
Q4 | $13.4M | Sell |
77,193
-13,315
| -15% | -$2.31M | 0.42% | 64 |
|
|
2022
Q3 | $14.6M | Sell |
90,508
-26,021
| -22% | -$4.2M | 0.57% | 46 |
|
|
2022
Q2 | $21.3M | Buy |
116,529
+1,116
| +1% | +$204K | 0.65% | 38 |
|
|
2022
Q1 | $23.8M | Buy |
115,413
+2,525
| +2% | +$522K | 0.56% | 42 |
|
|
2021
Q4 | $24.2M | Buy |
+112,888
| New | +$24.2M | 0.62% | 34 |
|