Moisand Fitzgerald Tamayo’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 | $11.3K | Sell |
112
-78
| -41% | -$7.87K | ﹤0.01% | 335 |
|
|
2025
Q1 | $20.9K | Hold |
190
| – | – | ﹤0.01% | 269 |
|
|
2024
Q4 | $24K | Hold |
190
| – | – | ﹤0.01% | 255 |
|
|
2024
Q3 | $25.9K | Hold |
190
| – | – | ﹤0.01% | 254 |
|
|
2024
Q2 | $26K | Hold |
190
| – | – | ﹤0.01% | 222 |
|
|
2024
Q1 | $28.2K | Sell |
190
-100
| -34% | -$14.9K | ﹤0.01% | 212 |
|
|
2023
Q4 | $45.6K | Sell |
290
-58
| -17% | -$9.12K | 0.01% | 183 |
|
|
2023
Q3 | $54.2K | Buy |
348
+10
| +3% | +$1.56K | 0.01% | 167 |
|
|
2023
Q2 | $60.6K | Hold |
338
| – | – | 0.01% | 157 |
|
|
2023
Q1 | $65.6K | Hold |
338
| – | – | 0.01% | 156 |
|
|
2022
Q4 | $58.8K | Buy |
338
+62
| +22% | +$10.8K | 0.01% | 163 |
|
|
2022
Q3 | $45K | Buy |
276
+78
| +39% | +$12.7K | 0.01% | 169 |
|
|
2022
Q2 | $36K | Buy |
+198
| New | +$36K | 0.01% | 178 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | -$11K | – | 653 |
|
|
2021
Q4 | $11K | Sell |
50
-400
| -89% | -$88K | ﹤0.01% | 249 |
|
|
2021
Q3 | $82K | Sell |
450
-10
| -2% | -$1.82K | 0.03% | 117 |
|
|
2021
Q2 | $96K | Buy |
460
+353
| +330% | +$73.7K | 0.03% | 111 |
|
|
2021
Q1 | $18K | Buy |
107
+51
| +91% | +$8.58K | 0.01% | 176 |
|
|
2020
Q4 | $9K | Hold |
56
| – | – | ﹤0.01% | 225 |
|
|
2020
Q3 | $9K | Hold |
56
| – | – | ﹤0.01% | 206 |
|
|
2020
Q2 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 219 |
|
|
2019
Q3 | – | Sell |
-38
| Closed | -$4K | – | 289 |
|
|
2019
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 232 |
|
|
2019
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 236 |
|
|
2018
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 231 |
|
|
2018
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 254 |
|
|
2018
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 237 |
|
|
2018
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 270 |
|
|
2017
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 216 |
|
|
2017
Q3 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 233 |
|