Northwest Capital Management’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 | $3K | Sell |
30
-299
| -91% | -$29.9K | ﹤0.01% | 313 |
|
|
2025
Q1 | $36.2K | Hold |
329
| – | – | 0.01% | 212 |
|
|
2024
Q4 | $41.5K | Buy |
329
+1
| +0.3% | +$126 | 0.02% | 200 |
|
|
2024
Q3 | $44.8K | Hold |
328
| – | – | 0.02% | 199 |
|
|
2024
Q2 | $44.9K | Hold |
328
| – | – | 0.02% | 189 |
|
|
2024
Q1 | $48.7K | Buy |
328
+1
| +0.3% | +$149 | 0.02% | 225 |
|
|
2023
Q4 | $51.5K | Hold |
327
| – | – | 0.02% | 218 |
|
|
2023
Q3 | $51K | Sell |
327
-38
| -10% | -$5.93K | 0.02% | 206 |
|
|
2023
Q2 | $65.4K | Buy |
+365
| New | +$65.4K | 0.03% | 189 |
|