NewSquare Capital’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 | $6.75M | Buy |
67,312
+3,253
| +5% | +$326K | 0.5% | 64 |
|
|
2025
Q1 | $6.99M | Buy |
64,059
+81
| +0.1% | +$8.85K | 0.57% | 53 |
|
|
2024
Q4 | $8.01M | Buy |
63,978
+32,294
| +102% | +$4.04M | 0.64% | 43 |
|
|
2024
Q3 | $4.26M | Sell |
31,684
-621
| -2% | -$83.4K | 0.34% | 98 |
|
|
2024
Q2 | $4.36M | Buy |
32,305
+1,487
| +5% | +$201K | 0.38% | 90 |
|
|
2024
Q1 | $4.51M | Buy |
30,818
+482
| +2% | +$70.6K | 0.4% | 83 |
|
|
2023
Q4 | $4.7M | Buy |
30,336
+885
| +3% | +$137K | 0.45% | 77 |
|
|
2023
Q3 | $4.52M | Buy |
29,451
+1,207
| +4% | +$185K | 0.48% | 68 |
|
|
2023
Q2 | $5.06M | Buy |
28,244
+1,341
| +5% | +$240K | 0.53% | 71 |
|
|
2023
Q1 | $5.22M | Buy |
26,903
+2,104
| +8% | +$408K | 0.62% | 63 |
|
|
2022
Q4 | $4.31M | Buy |
24,799
+1,980
| +9% | +$344K | 0.54% | 70 |
|
|
2022
Q3 | $3.69M | Buy |
22,819
+1,484
| +7% | +$240K | 0.46% | 68 |
|
|
2022
Q2 | $3.9M | Buy |
21,335
+2,908
| +16% | +$531K | 0.5% | 68 |
|
|
2022
Q1 | $3.95M | Buy |
18,427
+2,095
| +13% | +$449K | 0.42% | 73 |
|
|
2021
Q4 | $3.5M | Buy |
16,332
+1,658
| +11% | +$355K | 0.37% | 81 |
|
|
2021
Q3 | $2.67M | Buy |
14,674
+665
| +5% | +$121K | 0.31% | 90 |
|
|
2021
Q2 | $2.91M | Buy |
14,009
+971
| +7% | +$202K | 0.35% | 82 |
|
|
2021
Q1 | $2.22M | Buy |
13,038
+601
| +5% | +$102K | 0.29% | 94 |
|
|
2020
Q4 | $2.09M | Buy |
12,437
+96
| +0.8% | +$16.2K | 0.29% | 97 |
|
|
2020
Q3 | $2.06M | Sell |
12,341
-5,481
| -31% | -$913K | 0.33% | 82 |
|
|
2020
Q2 | $1.98M | Sell |
17,822
-12,285
| -41% | -$1.37M | 0.34% | 66 |
|
|
2020
Q1 | $2.81M | Buy |
30,107
+13,695
| +83% | +$1.28M | 0.52% | 35 |
|
|
2019
Q4 | $1.92M | Buy |
16,412
+1,113
| +7% | +$130K | 0.32% | 67 |
|
|
2019
Q3 | $1.83M | Sell |
15,299
-3,181
| -17% | -$381K | 0.33% | 63 |
|
|
2019
Q2 | $1.91M | Buy |
18,480
+1,464
| +9% | +$151K | 0.35% | 51 |
|
|
2019
Q1 | $1.9M | Buy |
17,016
+12,607
| +286% | +$1.41M | 0.36% | 43 |
|
|
2018
Q4 | $430K | Sell |
4,409
-1,030
| -19% | -$100K | 0.09% | 90 |
|
|
2018
Q3 | $635K | Hold |
5,439
| – | – | 0.12% | 83 |
|
|
2018
Q2 | $610K | Sell |
5,439
-312
| -5% | -$35K | 0.12% | 85 |
|
|
2018
Q1 | $602K | Hold |
5,751
| – | – | 0.13% | 86 |
|
|
2017
Q4 | $685K | Buy |
5,751
+434
| +8% | +$51.7K | 0.16% | 84 |
|
|
2017
Q3 | $639K | Hold |
5,317
| – | – | 0.15% | 82 |
|
|
2017
Q2 | $588K | Sell |
5,317
-2,225
| -30% | -$246K | 0.14% | 84 |
|
|
2017
Q1 | $809K | Hold |
7,542
| – | – | 0.19% | 74 |
|
|
2016
Q4 | $865K | Sell |
7,542
-110
| -1% | -$12.6K | 0.22% | 74 |
|
|
2016
Q3 | $837K | Buy |
7,652
+7,382
| +2,734% | +$807K | 0.19% | 77 |
|
|
2016
Q2 | $29K | Sell |
270
-34
| -11% | -$3.65K | 0.01% | 187 |
|
|
2016
Q1 | $32K | Buy |
304
+105
| +53% | +$11.1K | 0.01% | 184 |
|
|
2015
Q4 | $19K | Buy |
199
+22
| +12% | +$2.1K | 0.01% | 207 |
|
|
2015
Q3 | $17K | Hold |
177
| – | – | 0.01% | 203 |
|
|
2015
Q2 | $17K | Hold |
177
| – | – | 0.01% | 219 |
|
|
2015
Q1 | $17K | Hold |
177
| – | – | 0.01% | 205 |
|
|
2014
Q4 | $20K | Hold |
177
| – | – | 0.01% | 211 |
|
|
2014
Q3 | $17K | Buy |
177
+160
| +941% | +$15.4K | 0.01% | 223 |
|
|
2014
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 257 |
|