MKT 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 | $337K | Sell |
3,225
-18
| -0.6% | -$1.88K | 0.13% | 105 |
|
|
2025
Q1 | $310K | Buy |
3,243
+32
| +1% | +$3.06K | 0.15% | 100 |
|
|
2024
Q4 | $417K | Buy |
3,211
+32
| +1% | +$4.15K | 0.18% | 81 |
|
|
2024
Q3 | $423K | Sell |
3,179
-97
| -3% | -$12.9K | 0.2% | 78 |
|
|
2024
Q2 | $440K | Buy |
3,276
+15
| +0.5% | +$2.01K | 0.22% | 74 |
|
|
2024
Q1 | $480K | Sell |
3,261
-1,819
| -36% | -$268K | 0.26% | 73 |
|
|
2023
Q4 | $806K | Sell |
5,080
-15
| -0.3% | -$2.38K | 0.53% | 37 |
|
|
2023
Q3 | $790K | Buy |
5,095
+14
| +0.3% | +$2.17K | 0.6% | 32 |
|
|
2023
Q2 | $955K | Sell |
5,081
-33
| -0.6% | -$6.2K | 0.67% | 26 |
|
|
2023
Q1 | $969K | Buy |
5,114
+1
| +0% | +$189 | 0.72% | 23 |
|
|
2022
Q4 | $932K | Buy |
5,113
+15
| +0.3% | +$2.73K | 0.7% | 27 |
|
|
2022
Q3 | $824K | Buy |
5,098
+14
| +0.3% | +$2.26K | 0.72% | 30 |
|
|
2022
Q2 | $939K | Buy |
5,084
+24
| +0.5% | +$4.43K | 0.73% | 29 |
|
|
2022
Q1 | $918K | Buy |
5,060
+380
| +8% | +$68.9K | 0.69% | 30 |
|
|
2021
Q4 | $931K | Buy |
+4,680
| New | +$931K | 0.73% | 23 |
|