Mystic Asset 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 | $612K | Buy |
6,062
+305
| +5% | +$30.8K | 0.15% | 126 |
|
|
2025
Q1 | $633K | Buy |
5,757
+1,327
| +30% | +$146K | 0.17% | 116 |
|
|
2024
Q4 | $559K | Buy |
4,430
+799
| +22% | +$101K | 0.15% | 126 |
|
|
2024
Q3 | $495K | Buy |
3,631
+424
| +13% | +$57.8K | 0.19% | 114 |
|
|
2024
Q2 | $439K | Buy |
3,207
+185
| +6% | +$25.3K | 0.18% | 114 |
|
|
2024
Q1 | $449K | Buy |
3,022
+150
| +5% | +$22.3K | 0.19% | 115 |
|
|
2023
Q4 | $452K | Buy |
2,872
+535
| +23% | +$84.1K | 0.22% | 108 |
|
|
2023
Q3 | $364K | Sell |
2,337
-285
| -11% | -$44.4K | 0.2% | 111 |
|
|
2023
Q2 | $470K | Sell |
2,622
-10
| -0.4% | -$1.79K | 0.25% | 97 |
|
|
2023
Q1 | $511K | Hold |
2,632
| – | – | 0.28% | 94 |
|
|
2022
Q4 | $458K | Buy |
2,632
+85
| +3% | +$14.8K | 0.26% | 104 |
|
|
2022
Q3 | $411K | Buy |
2,547
+294
| +13% | +$47.4K | 0.26% | 107 |
|
|
2022
Q2 | $411K | Hold |
2,253
| – | – | 0.25% | 108 |
|
|
2022
Q1 | $483K | Hold |
2,253
| – | – | 0.26% | 108 |
|
|
2021
Q4 | $482K | Buy |
+2,253
| New | +$482K | 0.23% | 111 |
|