Newton One Investments’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 | $3.26K | Hold |
32
| – | – | ﹤0.01% | 115 |
|
|
2025
Q1 | $3.49K | Buy |
32
+1
| +3% | +$109 | ﹤0.01% | 109 |
|
|
2024
Q4 | $3.95K | Buy |
+31
| New | +$3.95K | ﹤0.01% | 111 |
|
|
2024
Q3 | – | Sell |
-31
| Closed | -$4.18K | – | 99 |
|
|
2024
Q2 | $4.18K | Buy |
31
+1
| +3% | +$135 | ﹤0.01% | 103 |
|
|
2024
Q1 | $4.49K | Hold |
30
| – | – | ﹤0.01% | 103 |
|
|
2023
Q4 | $4.7K | Hold |
30
| – | – | ﹤0.01% | 102 |
|
|
2023
Q3 | $4.61K | Buy |
30
+1
| +3% | +$154 | ﹤0.01% | 108 |
|
|
2023
Q2 | $5.25K | Hold |
29
| – | – | ﹤0.01% | 112 |
|
|
2023
Q1 | $5.63K | Hold |
29
| – | – | ﹤0.01% | 103 |
|
|
2022
Q4 | $5.04K | Hold |
29
| – | – | ﹤0.01% | 104 |
|
|
2022
Q3 | $5K | Hold |
29
| – | – | ﹤0.01% | 108 |
|
|
2022
Q2 | $5K | Hold |
29
| – | – | ﹤0.01% | 113 |
|
|
2022
Q1 | $6K | Hold |
29
| – | – | ﹤0.01% | 112 |
|
|
2021
Q4 | $6K | Hold |
29
| – | – | ﹤0.01% | 110 |
|
|
2021
Q3 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 113 |
|