MMG
Monetary Management Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
10,641
-750
| -7% | -$75.7K | 0.26% | 82 |
|
|
2025
Q1 | $1.25M | Buy |
11,391
+10,795
| +1,811% | +$1.19M | 0.34% | 70 |
|
|
2024
Q4 | $75.2K | Sell |
596
-300
| -33% | -$37.8K | 0.02% | 239 |
|
|
2024
Q3 | $122K | Buy |
896
+150
| +20% | +$20.5K | 0.03% | 224 |
|
|
2024
Q2 | $102K | Buy |
746
+100
| +15% | +$13.7K | 0.03% | 229 |
|
|
2024
Q1 | $96K | Sell |
646
-35
| -5% | -$5.2K | 0.03% | 229 |
|
|
2023
Q4 | $107K | Sell |
681
-4,610
| -87% | -$725K | 0.03% | 220 |
|
|
2023
Q3 | $825K | Hold |
5,291
| – | – | 0.27% | 88 |
|
|
2023
Q2 | $948K | Sell |
5,291
-2,025
| -28% | -$363K | 0.29% | 81 |
|
|
2023
Q1 | $1.42M | Sell |
7,316
-200
| -3% | -$38.8K | 0.42% | 62 |
|
|
2022
Q4 | $1.31M | Buy |
7,516
+3,425
| +84% | +$595K | 0.41% | 65 |
|
|
2022
Q3 | $661K | Sell |
4,091
-25
| -0.6% | -$4.04K | 0.22% | 104 |
|
|
2022
Q2 | $751K | Buy |
4,116
+3,185
| +342% | +$581K | 0.24% | 87 |
|
|
2022
Q1 | $200K | Hold |
931
| – | – | 0.05% | 190 |
|
|
2021
Q4 | $200K | Sell |
931
-750
| -45% | -$161K | 0.05% | 194 |
|
|
2021
Q3 | $306K | Buy |
1,681
+1,450
| +628% | +$264K | 0.08% | 162 |
|
|
2021
Q2 | $48K | Sell |
231
-50
| -18% | -$10.4K | 0.01% | 251 |
|
|
2021
Q1 | $48K | Hold |
281
| – | – | 0.02% | 247 |
|
|
2020
Q4 | $47K | Buy |
281
+50
| +22% | +$8.36K | 0.02% | 235 |
|
|
2020
Q3 | $38K | Hold |
231
| – | – | 0.01% | 231 |
|
|
2020
Q2 | $26K | Hold |
231
| – | – | 0.01% | 238 |
|
|
2020
Q1 | $22K | Sell |
231
-500
| -68% | -$47.6K | 0.01% | 228 |
|
|
2019
Q4 | $86K | Buy |
+731
| New | +$86K | 0.03% | 204 |
|
|
2018
Q2 | – | Sell |
-260
| Closed | -$27K | – | 322 |
|
|
2018
Q1 | $27K | Hold |
260
| – | – | 0.01% | 260 |
|
|
2017
Q4 | $31K | Sell |
260
-100
| -28% | -$11.9K | 0.01% | 254 |
|
|
2017
Q3 | $43K | Hold |
360
| – | – | 0.02% | 231 |
|
|
2017
Q2 | $40K | Buy |
360
+260
| +260% | +$28.9K | 0.02% | 236 |
|
|
2017
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 292 |
|
|
2016
Q4 | $11K | Hold |
100
| – | – | 0.01% | 296 |
|
|
2016
Q3 | $11K | Hold |
100
| – | – | 0.01% | 307 |
|
|
2016
Q2 | $11K | Sell |
100
-2,225
| -96% | -$245K | 0.01% | 310 |
|
|
2016
Q1 | $245K | Buy |
+2,325
| New | +$245K | 0.12% | 130 |
|