NewEdge Wealth’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 | $789K | Sell |
9,125
-16,214
| -64% | -$1.4M | 0.01% | 590 |
|
|
2025
Q1 | $2.79M | Buy |
25,339
+2,037
| +9% | +$224K | 0.05% | 283 |
|
|
2024
Q4 | $2.94M | Sell |
23,302
-2,602
| -10% | -$328K | 0.05% | 275 |
|
|
2024
Q3 | $3.53M | Buy |
25,904
+432
| +2% | +$58.9K | 0.06% | 259 |
|
|
2024
Q2 | $3.49M | Sell |
25,472
-2,447
| -9% | -$335K | 0.08% | 215 |
|
|
2024
Q1 | $4.11M | Sell |
27,919
-1,114
| -4% | -$164K | 0.09% | 191 |
|
|
2023
Q4 | $4.56M | Sell |
29,033
-45,660
| -61% | -$7.18M | 0.12% | 153 |
|
|
2023
Q3 | $11.6M | Buy |
74,693
+4,571
| +7% | +$712K | 0.37% | 80 |
|
|
2023
Q2 | $12.6M | Buy |
70,122
+8,049
| +13% | +$1.44M | 0.42% | 71 |
|
|
2023
Q1 | $12M | Buy |
62,073
+3,043
| +5% | +$590K | 0.46% | 61 |
|
|
2022
Q4 | $10.3M | Buy |
59,030
+3,080
| +6% | +$535K | 0.44% | 67 |
|
|
2022
Q3 | $9.04M | Buy |
55,950
+4,221
| +8% | +$682K | 0.43% | 68 |
|
|
2022
Q2 | $9.44M | Buy |
51,729
+20,676
| +67% | +$3.77M | 0.43% | 63 |
|
|
2022
Q1 | $6.66M | Buy |
31,053
+4,331
| +16% | +$929K | 0.3% | 93 |
|
|
2021
Q4 | $5.73M | Buy |
26,722
+2,595
| +11% | +$556K | 0.24% | 103 |
|
|
2021
Q3 | $4.39M | Buy |
24,127
+1,019
| +4% | +$186K | 0.26% | 89 |
|
|
2021
Q2 | $4.81M | Buy |
23,108
+1,805
| +8% | +$375K | 0.37% | 81 |
|
|
2021
Q1 | $3.62M | Buy |
21,303
+14,872
| +231% | +$2.53M | 0.36% | 77 |
|
|
2020
Q4 | $1.08M | Buy |
+6,431
| New | +$1.08M | 0.33% | 79 |
|