Montis Financial’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 | $333K | Buy |
3,296
+1
| +0% | +$101 | 0.09% | 106 |
|
|
2025
Q1 | $362K | Hold |
3,295
| – | – | 0.11% | 102 |
|
|
2024
Q4 | $416K | Buy |
3,295
+7
| +0.2% | +$883 | 0.13% | 100 |
|
|
2024
Q3 | $448K | Buy |
3,288
+54
| +2% | +$7.36K | 0.16% | 71 |
|
|
2024
Q2 | $443K | Hold |
3,234
| – | – | 0.2% | 52 |
|
|
2024
Q1 | $481K | Hold |
3,234
| – | – | 0.23% | 48 |
|
|
2023
Q4 | $508K | Hold |
3,234
| – | – | 0.3% | 39 |
|
|
2023
Q3 | $504K | Hold |
3,234
| – | – | 0.34% | 33 |
|
|
2023
Q2 | $580K | Hold |
3,234
| – | – | 0.38% | 29 |
|
|
2023
Q1 | $627K | Hold |
3,234
| – | – | 0.49% | 27 |
|
|
2022
Q4 | $562K | Hold |
3,234
| – | – | 0.48% | 28 |
|
|
2022
Q3 | $522K | Hold |
3,234
| – | – | 0.5% | 28 |
|
|
2022
Q2 | $590K | Sell |
3,234
-137
| -4% | -$25K | 0.55% | 28 |
|
|
2022
Q1 | $723K | Buy |
3,371
+1
| +0% | +$214 | 0.56% | 25 |
|
|
2021
Q4 | $722K | Buy |
3,370
+1
| +0% | +$214 | 0.52% | 25 |
|
|
2021
Q3 | $601K | Buy |
3,369
+9
| +0.3% | +$1.61K | 0.51% | 27 |
|
|
2021
Q2 | $699K | Hold |
3,360
| – | – | 0.58% | 25 |
|
|
2021
Q1 | $575K | Buy |
3,360
+1
| +0% | +$171 | 0.54% | 29 |
|
|
2020
Q4 | $530K | Buy |
+3,359
| New | +$530K | 0.53% | 31 |
|