Lindbrook 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
Q1 | $447K | Buy |
4,068
+799
| +24% | +$87.9K | 0.04% | 239 |
|
|
2024
Q4 | $412K | Buy |
3,269
+478
| +17% | +$60.3K | 0.04% | 253 |
|
|
2024
Q3 | $380K | Sell |
2,791
-1,079
| -28% | -$147K | 0.03% | 266 |
|
|
2024
Q2 | $530K | Sell |
3,870
-1,565
| -29% | -$214K | 0.05% | 197 |
|
|
2024
Q1 | $808K | Sell |
5,435
-94
| -2% | -$14K | 0.08% | 154 |
|
|
2023
Q4 | $869K | Buy |
5,529
+217
| +4% | +$34.1K | 0.09% | 137 |
|
|
2023
Q3 | $828K | Sell |
5,312
-348
| -6% | -$54.2K | 0.09% | 124 |
|
|
2023
Q2 | $1.01M | Sell |
5,660
-175
| -3% | -$31.4K | 0.11% | 113 |
|
|
2023
Q1 | $1.13M | Sell |
5,835
-323
| -5% | -$62.7K | 0.13% | 103 |
|
|
2022
Q4 | $1.07M | Sell |
6,158
-435
| -7% | -$75.6K | 0.13% | 110 |
|
|
2022
Q3 | $1.07M | Buy |
6,593
+17
| +0.3% | +$2.75K | 0.18% | 73 |
|
|
2022
Q2 | $1.2M | Buy |
6,576
+1,463
| +29% | +$267K | 0.2% | 71 |
|
|
2022
Q1 | $1.1M | Buy |
5,113
+161
| +3% | +$34.5K | 0.17% | 82 |
|
|
2021
Q4 | $1.06M | Buy |
4,952
+4,225
| +581% | +$905K | 0.16% | 78 |
|
|
2021
Q3 | $132K | Sell |
727
-68
| -9% | -$12.3K | 0.03% | 222 |
|
|
2021
Q2 | $165K | Sell |
795
-100
| -11% | -$20.8K | 0.04% | 201 |
|
|
2021
Q1 | $152K | Buy |
895
+67
| +8% | +$11.4K | 0.03% | 196 |
|
|
2020
Q4 | $139K | Buy |
828
+232
| +39% | +$38.9K | 0.03% | 188 |
|
|
2020
Q3 | $99K | Buy |
596
+8
| +1% | +$1.33K | 0.03% | 213 |
|
|
2020
Q2 | $65K | Sell |
588
-83
| -12% | -$9.18K | 0.02% | 299 |
|
|
2020
Q1 | $63K | Sell |
671
-168
| -20% | -$15.8K | 0.02% | 272 |
|
|
2019
Q4 | $98K | Buy |
839
+31
| +4% | +$3.62K | 0.03% | 248 |
|
|
2019
Q3 | $97K | Buy |
808
+30
| +4% | +$3.6K | 0.04% | 245 |
|
|
2019
Q2 | $80K | Buy |
778
+55
| +8% | +$5.66K | 0.03% | 278 |
|
|
2019
Q1 | $80K | Sell |
723
-44
| -6% | -$4.87K | 0.03% | 268 |
|
|
2018
Q4 | $74K | Buy |
+767
| New | +$74K | 0.04% | 250 |
|