MeadowBrook Investment Advisors’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 | $416K | Buy |
4,119
+725
| +21% | +$73.2K | 0.37% | 66 |
|
|
2025
Q1 | $373K | Buy |
3,394
+448
| +15% | +$49.3K | 0.35% | 63 |
|
|
2024
Q4 | $371K | Buy |
2,946
+337
| +13% | +$42.5K | 0.33% | 69 |
|
|
2024
Q3 | $356K | Buy |
2,609
+1,840
| +239% | +$251K | 0.32% | 72 |
|
|
2024
Q2 | $105K | Hold |
769
| – | – | 0.1% | 135 |
|
|
2024
Q1 | $114K | Sell |
769
-40
| -5% | -$5.95K | 0.11% | 136 |
|
|
2023
Q4 | $127K | Buy |
+809
| New | +$127K | 0.12% | 131 |
|