Newbridge Financial Services Group’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 | $36.8K | Sell |
365
-56
| -13% | -$5.65K | 0.01% | 569 |
|
|
2025
Q1 | $46.3K | Sell |
421
-190
| -31% | -$20.9K | 0.01% | 383 |
|
|
2024
Q4 | $77.1K | Buy |
+611
| New | +$77.1K | 0.02% | 316 |
|
|
2024
Q3 | – | Sell |
-745
| Closed | -$102K | – | 1089 |
|
|
2024
Q2 | $102K | Buy |
745
+300
| +67% | +$41.1K | 0.04% | 262 |
|
|
2024
Q1 | $66.1K | Sell |
445
-819
| -65% | -$122K | 0.03% | 350 |
|
|
2023
Q4 | $199K | Sell |
1,264
-16
| -1% | -$2.52K | 0.1% | 187 |
|
|
2023
Q3 | $200K | Hold |
1,280
| – | – | 0.1% | 188 |
|
|
2023
Q2 | $229K | Sell |
1,280
-56
| -4% | -$10K | 0.11% | 186 |
|
|
2023
Q1 | $259K | Sell |
1,336
-109
| -8% | -$21.1K | 0.14% | 152 |
|
|
2022
Q4 | $251K | Sell |
1,445
-470
| -25% | -$81.7K | 0.15% | 145 |
|
|
2022
Q3 | $309K | Buy |
1,915
+92
| +5% | +$14.8K | 0.18% | 118 |
|
|
2022
Q2 | $333K | Sell |
1,823
-206
| -10% | -$37.6K | 0.21% | 104 |
|
|
2022
Q1 | $435K | Buy |
2,029
+105
| +5% | +$22.5K | 0.21% | 99 |
|
|
2021
Q4 | $412K | Buy |
1,924
+1,280
| +199% | +$274K | 0.19% | 106 |
|
|
2021
Q3 | $117K | Buy |
644
+95
| +17% | +$17.3K | 0.07% | 250 |
|
|
2021
Q2 | $114K | Sell |
549
-23
| -4% | -$4.78K | 0.07% | 258 |
|
|
2021
Q1 | $97K | Buy |
572
+170
| +42% | +$28.8K | 0.07% | 260 |
|
|
2020
Q4 | $68K | Sell |
402
-137
| -25% | -$23.2K | 0.06% | 269 |
|
|
2020
Q3 | $90K | Buy |
+539
| New | +$90K | 0.09% | 209 |
|