LRI Investments’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 | $82K | Sell |
812
-22
| -3% | -$2.22K | 0.01% | 469 |
|
|
2025
Q1 | $91.7K | Buy |
834
+189
| +29% | +$20.8K | 0.01% | 435 |
|
|
2024
Q4 | $81.3K | Sell |
645
-180
| -22% | -$22.7K | 0.01% | 448 |
|
|
2024
Q3 | $109K | Buy |
825
+131
| +19% | +$17.4K | 0.01% | 390 |
|
|
2024
Q2 | $95K | Buy |
694
+332
| +92% | +$45.4K | 0.01% | 391 |
|
|
2024
Q1 | $53.8K | Buy |
+362
| New | +$53.8K | 0.01% | 261 |
|