Money Concepts Capital’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 | $212K | Buy |
2,100
+104
| +5% | +$10.5K | 0.01% | 421 |
|
|
2025
Q1 | $219K | Buy |
+1,996
| New | +$219K | 0.02% | 394 |
|
|
2023
Q3 | – | Sell |
-1,565
| Closed | -$280K | – | 381 |
|
|
2023
Q2 | $280K | Sell |
1,565
-196
| -11% | -$35.1K | 0.03% | 310 |
|
|
2023
Q1 | $342K | Sell |
1,761
-34,800
| -95% | -$6.76M | 0.02% | 338 |
|
|
2022
Q4 | $6.36M | Buy |
36,561
+34,503
| +1,677% | +$6M | 0.28% | 71 |
|
|
2022
Q3 | $332K | Sell |
2,058
-6,342
| -76% | -$1.02M | 0.02% | 353 |
|
|
2022
Q2 | $1.55M | Sell |
8,400
-1,846
| -18% | -$342K | 0.14% | 157 |
|
|
2022
Q1 | $2.2M | Buy |
10,246
+8,212
| +404% | +$1.76M | 0.12% | 179 |
|
|
2021
Q4 | $436K | Buy |
+2,034
| New | +$436K | 0.04% | 335 |
|
|
2021
Q1 | $341K | Sell |
2,004
-289
| -13% | -$49.2K | 0.03% | 381 |
|
|
2020
Q4 | $386K | Buy |
+2,293
| New | +$386K | 0.04% | 324 |
|