Moneywise Inc’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 | $978K | Buy |
+9,688
| New | +$978K | 0.46% | 37 |
|
|
2025
Q1 | – | Sell |
-9,688
| Closed | -$1.22M | – | 59 |
|
|
2024
Q4 | $1.22M | Hold |
9,688
| – | – | 0.61% | 29 |
|
|
2024
Q3 | $1.32M | Hold |
9,688
| – | – | 0.65% | 33 |
|
|
2024
Q2 | $1.33M | Hold |
9,688
| – | – | 0.7% | 29 |
|
|
2024
Q1 | $1.44M | Hold |
9,688
| – | – | 0.78% | 27 |
|
|
2023
Q4 | $1.52M | Sell |
9,688
-13
| -0.1% | -$2.04K | 0.87% | 19 |
|
|
2023
Q3 | $1.51M | Hold |
9,701
| – | – | 0.95% | 17 |
|
|
2023
Q2 | $1.74M | Hold |
9,701
| – | – | 1.08% | 17 |
|
|
2023
Q1 | $1.88M | Hold |
9,701
| – | – | 1.22% | 16 |
|
|
2022
Q4 | $1.69M | Sell |
9,701
-12
| -0.1% | -$2.09K | 1.26% | 17 |
|
|
2022
Q3 | $1.57M | Hold |
9,713
| – | – | 1.28% | 17 |
|
|
2022
Q2 | $1.77M | Hold |
9,713
| – | – | 1.38% | 17 |
|
|
2022
Q1 | $2.08M | Hold |
9,713
| – | – | 1.37% | 15 |
|
|
2021
Q4 | $2.08M | Hold |
9,713
| – | – | 1.34% | 18 |
|
|
2021
Q3 | $1.77M | Hold |
9,713
| – | – | 1.15% | 19 |
|
|
2021
Q2 | $2.02M | Hold |
9,713
| – | – | 1.38% | 16 |
|
|
2021
Q1 | $1.65M | Hold |
9,713
| – | – | 1.11% | 20 |
|
|
2020
Q4 | $1.64M | Buy |
+9,713
| New | +$1.64M | 1.17% | 19 |
|