New England Capital Financial 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 | $43.3K | Buy |
429
+2
| +0.5% | +$202 | 0.02% | 126 |
|
|
2025
Q1 | $46.9K | Buy |
427
+402
| +1,608% | +$44.2K | 0.02% | 114 |
|
|
2024
Q4 | $3.13K | Buy |
25
+1
| +4% | +$125 | ﹤0.01% | 302 |
|
|
2024
Q3 | $3.34K | Hold |
24
| – | – | ﹤0.01% | 293 |
|
|
2024
Q2 | $3.31K | Hold |
24
| – | – | ﹤0.01% | 295 |
|
|
2024
Q1 | $3.55K | Hold |
24
| – | – | ﹤0.01% | 287 |
|
|
2023
Q4 | $3.72K | Buy |
24
+1
| +4% | +$155 | ﹤0.01% | 293 |
|
|
2023
Q3 | $3.64K | Hold |
23
| – | – | ﹤0.01% | 287 |
|
|
2023
Q2 | $4.15K | Hold |
23
| – | – | ﹤0.01% | 276 |
|
|
2023
Q1 | $4.45K | Hold |
23
| – | – | ﹤0.01% | 301 |
|
|
2022
Q4 | $4.05K | Buy |
+23
| New | +$4.05K | ﹤0.01% | 309 |
|