Marshall Financial Group (Maryland)’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 | – | Sell |
-1,943
| Closed | -$214K | – | 272 |
|
|
2025
Q1 | $214K | Sell |
1,943
-1
| -0.1% | -$110 | 0.05% | 221 |
|
|
2024
Q4 | $245K | Sell |
1,944
-11
| -0.6% | -$1.39K | 0.06% | 201 |
|
|
2024
Q3 | $267K | Buy |
1,955
+200
| +11% | +$27.3K | 0.06% | 189 |
|
|
2024
Q2 | $240K | Sell |
1,755
-9
| -0.5% | -$1.23K | 0.07% | 156 |
|
|
2024
Q1 | $262K | Sell |
1,764
-13
| -0.7% | -$1.93K | 0.08% | 153 |
|
|
2023
Q4 | $279K | Sell |
1,777
-64
| -3% | -$10.1K | 0.09% | 153 |
|
|
2023
Q3 | $287K | Sell |
1,841
-4,242
| -70% | -$661K | 0.1% | 145 |
|
|
2023
Q2 | $1.09M | Sell |
6,083
-93
| -2% | -$16.7K | 0.37% | 64 |
|
|
2023
Q1 | $1.2M | Sell |
6,176
-17
| -0.3% | -$3.3K | 0.43% | 57 |
|
|
2022
Q4 | $1.08M | Sell |
6,193
-15
| -0.2% | -$2.61K | 0.42% | 77 |
|
|
2022
Q3 | $1M | Hold |
6,208
| – | – | 0.42% | 66 |
|
|
2022
Q2 | $1.13M | Sell |
6,208
-209
| -3% | -$38.1K | 0.45% | 61 |
|
|
2022
Q1 | $1.38M | Sell |
6,417
-13
| -0.2% | -$2.79K | 0.56% | 49 |
|
|
2021
Q4 | $1.38M | Buy |
6,430
+4,254
| +195% | +$912K | 0.51% | 60 |
|
|
2021
Q3 | $396K | Buy |
2,176
+73
| +3% | +$13.3K | 0.2% | 132 |
|
|
2021
Q2 | $437K | Sell |
2,103
-181
| -8% | -$37.6K | 0.24% | 126 |
|
|
2021
Q1 | $388K | Sell |
2,284
-160
| -7% | -$27.2K | 0.23% | 105 |
|
|
2020
Q4 | $412K | Buy |
+2,444
| New | +$412K | 0.27% | 97 |
|