MTM Investment Management’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 | $154K | Buy |
+1,529
| New | +$154K | 0.05% | 209 |
|
|
2025
Q1 | – | Sell |
-1,631
| Closed | -$206K | – | 284 |
|
|
2024
Q4 | $206K | Sell |
1,631
-361
| -18% | -$45.5K | 0.08% | 190 |
|
|
2024
Q3 | $261K | Sell |
1,992
-309
| -13% | -$40.6K | 0.1% | 165 |
|
|
2024
Q2 | $315K | Sell |
2,301
-22
| -0.9% | -$3.01K | 0.13% | 145 |
|
|
2024
Q1 | $345K | Sell |
2,323
-1,491
| -39% | -$222K | 0.14% | 139 |
|
|
2023
Q4 | $600K | Sell |
3,814
-748
| -16% | -$118K | 0.27% | 92 |
|
|
2023
Q3 | $711K | Sell |
4,562
-60
| -1% | -$9.35K | 0.36% | 75 |
|
|
2023
Q2 | $829K | Buy |
4,622
+2
| +0% | +$359 | 0.4% | 66 |
|
|
2023
Q1 | $896K | Buy |
4,620
+2
| +0% | +$388 | 0.46% | 64 |
|
|
2022
Q4 | $803K | Sell |
4,618
-20
| -0.4% | -$3.48K | 0.42% | 70 |
|
|
2022
Q3 | $749K | Sell |
4,638
-51
| -1% | -$8.24K | 0.43% | 71 |
|
|
2022
Q2 | $867K | Sell |
4,689
-698
| -13% | -$129K | 0.47% | 64 |
|
|
2022
Q1 | $1.16M | Buy |
5,387
+28
| +0.5% | +$6K | 0.56% | 54 |
|
|
2021
Q4 | $1.15M | Sell |
5,359
-144
| -3% | -$30.9K | 0.55% | 55 |
|
|
2021
Q3 | $1M | Buy |
5,503
+128
| +2% | +$23.3K | 0.54% | 57 |
|
|
2021
Q2 | $1.12M | Buy |
5,375
+1
| +0% | +$208 | 0.59% | 54 |
|
|
2021
Q1 | $913K | Buy |
5,374
+3,064
| +133% | +$521K | 0.51% | 65 |
|
|
2020
Q4 | $389K | Buy |
+2,310
| New | +$389K | 0.24% | 98 |
|