Maltin Wealth Management’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 | $1.58M | Sell |
15,614
-415
| -3% | -$41.9K | 0.71% | 42 |
|
2025
Q1 | $1.76M | Sell |
16,029
-2,422
| -13% | -$266K | 0.83% | 41 |
|
2024
Q4 | $2.33M | Sell |
18,451
-501
| -3% | -$63.2K | 1.14% | 30 |
|
2024
Q3 | $2.58M | Buy |
18,952
+342
| +2% | +$46.6K | 1.26% | 28 |
|
2024
Q2 | $2.55M | Buy |
18,610
+2
| +0% | +$274 | 1.37% | 24 |
|
2024
Q1 | $2.77M | Buy |
18,608
+142
| +0.8% | +$21.1K | 1.56% | 17 |
|
2023
Q4 | $2.9M | Buy |
18,466
+5,719
| +45% | +$899K | 1.85% | 14 |
|
2023
Q3 | $1.99M | Buy |
12,747
+5,258
| +70% | +$820K | 1.39% | 24 |
|
2023
Q2 | $1.34M | Buy |
7,489
+3,819
| +104% | +$685K | 0.95% | 35 |
|
2023
Q1 | $712K | Sell |
3,670
-28
| -0.8% | -$5.43K | 0.51% | 59 |
|
2022
Q4 | $643K | Sell |
3,698
-253
| -6% | -$44K | 0.47% | 63 |
|
2022
Q3 | $638K | Sell |
3,951
-5,098
| -56% | -$823K | 0.5% | 65 |
|
2022
Q2 | $1.65M | Buy |
9,049
+1,082
| +14% | +$198K | 1.19% | 28 |
|
2022
Q1 | $1.71M | Buy |
7,967
+4,034
| +103% | +$865K | 1.13% | 30 |
|
2021
Q4 | $843K | Sell |
3,933
-3
| -0.1% | -$643 | 0.51% | 60 |
|
2021
Q3 | $717K | Sell |
3,936
-35
| -0.9% | -$6.38K | 0.44% | 56 |
|
2021
Q2 | $826K | Buy |
3,971
+4
| +0.1% | +$832 | 0.5% | 53 |
|
2021
Q1 | $674K | Buy |
3,967
+552
| +16% | +$93.8K | 0.44% | 56 |
|
2020
Q4 | $575K | Sell |
3,415
-501
| -13% | -$84.4K | 0.4% | 57 |
|
2020
Q3 | $653K | Sell |
3,916
-1,725
| -31% | -$288K | 0.46% | 47 |
|
2020
Q2 | $627K | Sell |
5,641
-1,226
| -18% | -$136K | 0.47% | 46 |
|
2020
Q1 | $641K | Sell |
6,867
-7,720
| -53% | -$721K | 0.54% | 45 |
|
2019
Q4 | $1.71M | Buy |
+14,587
| New | +$1.71M | 1.1% | 27 |
|