MSH Capital 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 | $816K | Buy |
8,088
+115
| +1% | +$11.6K | 0.24% | 109 |
|
|
2025
Q1 | $877K | Sell |
7,973
-152
| -2% | -$16.7K | 0.27% | 99 |
|
|
2024
Q4 | $1.02M | Sell |
8,125
-42
| -0.5% | -$5.3K | 0.32% | 86 |
|
|
2024
Q3 | $1.11M | Hold |
8,167
| – | – | 0.34% | 82 |
|
|
2024
Q2 | $1.12M | Buy |
8,167
+125
| +2% | +$17.1K | 0.37% | 77 |
|
|
2024
Q1 | $1.2M | Sell |
8,042
-145
| -2% | -$21.6K | 0.42% | 74 |
|
|
2023
Q4 | $1.29M | Sell |
8,187
-156
| -2% | -$24.5K | 0.48% | 67 |
|
|
2023
Q3 | $1.3M | Sell |
8,343
-140
| -2% | -$21.8K | 0.51% | 64 |
|
|
2023
Q2 | $1.52M | Buy |
8,483
+1,035
| +14% | +$186K | 0.56% | 62 |
|
|
2023
Q1 | $1.44M | Sell |
7,448
-64
| -0.9% | -$12.4K | 0.62% | 58 |
|
|
2022
Q4 | $1.31M | Buy |
7,512
+219
| +3% | +$38.1K | 0.59% | 60 |
|
|
2022
Q3 | $1.18M | Sell |
7,293
-45
| -0.6% | -$7.27K | 0.58% | 61 |
|
|
2022
Q2 | $1.34M | Buy |
7,338
+98
| +1% | +$17.9K | 0.62% | 59 |
|
|
2022
Q1 | $1.55M | Buy |
7,240
+396
| +6% | +$84.9K | 0.64% | 51 |
|
|
2021
Q4 | $1.47M | Buy |
+6,844
| New | +$1.47M | 0.66% | 49 |
|