Menard Financial Group’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
Q1 | – | Sell |
-18
| Closed | -$2.27K | – | 293 |
|
|
2024
Q4 | $2.27K | Buy |
+18
| New | +$2.27K | ﹤0.01% | 277 |
|
|
2022
Q2 | – | Sell |
-3,945
| Closed | -$846K | – | 128 |
|
|
2022
Q1 | $846K | Buy |
3,945
+364
| +10% | +$78.1K | 0.83% | 32 |
|
|
2021
Q4 | $768K | Buy |
3,581
+91
| +3% | +$19.5K | 0.63% | 33 |
|
|
2021
Q3 | $636K | Buy |
3,490
+394
| +13% | +$71.8K | 0.56% | 45 |
|
|
2021
Q2 | $644K | Buy |
3,096
+55
| +2% | +$11.4K | 0.61% | 42 |
|
|
2021
Q1 | $517K | Sell |
3,041
-688
| -18% | -$117K | 0.56% | 48 |
|
|
2020
Q4 | $628K | Buy |
3,729
+377
| +11% | +$63.5K | 0.68% | 39 |
|
|
2020
Q3 | $559K | Buy |
3,352
+493
| +17% | +$82.2K | 0.65% | 37 |
|
|
2020
Q2 | $318K | Buy |
+2,859
| New | +$318K | 0.4% | 61 |
|
|
2020
Q1 | – | Sell |
-6,309
| Closed | -$739K | – | 114 |
|
|
2019
Q4 | $739K | Buy |
+6,309
| New | +$739K | 0.71% | 44 |
|