Matthew Hamilton Rosenberg’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 | $76.6K | Sell |
759
-124
| -14% | -$12.5K | 0.02% | 383 |
|
|
2025
Q1 | $97.1K | Hold |
883
| – | – | 0.02% | 323 |
|
|
2024
Q4 | $111K | Sell |
883
-155
| -15% | -$19.5K | 0.03% | 289 |
|
|
2024
Q3 | $142K | Sell |
1,038
-58
| -5% | -$7.91K | 0.04% | 251 |
|
|
2024
Q2 | $149K | Sell |
1,096
-174
| -14% | -$23.7K | 0.04% | 225 |
|
|
2024
Q1 | $187K | Sell |
1,270
-32
| -2% | -$4.72K | 0.05% | 201 |
|
|
2023
Q4 | $205K | Sell |
1,302
-302
| -19% | -$47.5K | 0.06% | 173 |
|
|
2023
Q3 | $250K | Buy |
1,604
+60
| +4% | +$9.35K | 0.08% | 131 |
|
|
2023
Q2 | $277K | Sell |
1,544
-178
| -10% | -$31.9K | 0.09% | 123 |
|
|
2023
Q1 | $334K | Hold |
1,722
| – | – | 0.11% | 111 |
|
|
2022
Q4 | $299K | Sell |
1,722
-33
| -2% | -$5.74K | 0.1% | 126 |
|
|
2022
Q3 | $283K | Buy |
1,755
+440
| +33% | +$71K | 0.11% | 112 |
|
|
2022
Q2 | $243K | Buy |
1,315
+257
| +24% | +$47.5K | 0.09% | 138 |
|
|
2022
Q1 | $227K | Buy |
1,058
+14
| +1% | +$3K | 0.08% | 164 |
|
|
2021
Q4 | $224K | Buy |
1,044
+147
| +16% | +$31.5K | 0.08% | 168 |
|
|
2021
Q3 | $163K | Buy |
897
+15
| +2% | +$2.73K | 0.06% | 201 |
|
|
2021
Q2 | $183K | Hold |
882
| – | – | 0.1% | 149 |
|
|
2021
Q1 | $150K | Hold |
882
| – | – | 0.09% | 171 |
|
|
2020
Q4 | $148K | Buy |
882
+41
| +5% | +$6.88K | 0.09% | 154 |
|
|
2020
Q3 | $140K | Hold |
841
| – | – | 0.1% | 131 |
|
|
2020
Q2 | $94K | Sell |
841
-74
| -8% | -$8.27K | 0.07% | 208 |
|
|
2020
Q1 | $86K | Buy |
+915
| New | +$86K | 0.09% | 156 |
|