MTC
UPS icon

Matrix Trust Company’s United Parcel Service UPS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$986K Hold
9,766
0.16% 72
2025
Q1
$1.07M Buy
9,766
+133
+1% +$14.6K 0.18% 71
2024
Q4
$1.22M Sell
9,633
-106
-1% -$13.4K 0.21% 52
2024
Q3
$1.33M Sell
9,739
-398
-4% -$54.3K 0.25% 51
2024
Q2
$1.39M Buy
10,137
+292
+3% +$40K 0.31% 45
2024
Q1
$1.46M Sell
9,845
-449
-4% -$66.7K 0.33% 42
2023
Q4
$1.62M Sell
10,294
-128
-1% -$20.1K 0.38% 37
2023
Q3
$1.62M Buy
10,422
+175
+2% +$27.3K 0.42% 29
2023
Q2
$1.84M Buy
10,247
+523
+5% +$93.8K 0.47% 26
2023
Q1
$1.89M Buy
+9,724
New +$1.89M 0.51% 21