MONECO 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 | $217K | Sell |
2,153
-1,098
| -34% | -$111K | 0.02% | 446 |
|
|
2025
Q1 | $358K | Buy |
+3,251
| New | +$358K | 0.04% | 334 |
|
|
2023
Q3 | – | Sell |
-1,139
| Closed | -$204K | – | 352 |
|
|
2023
Q2 | $204K | Sell |
1,139
-760
| -40% | -$136K | 0.06% | 326 |
|
|
2023
Q1 | $368K | Buy |
+1,899
| New | +$368K | 0.11% | 212 |
|
|
2022
Q1 | – | Sell |
-881
| Closed | -$201K | – | 259 |
|
|
2021
Q4 | $201K | Buy |
+881
| New | +$201K | 0.08% | 234 |
|