Oak Thistle LLC’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 | – | Sell |
-19,981
| Closed | -$2.2M | – | 606 |
|
|
2025
Q1 | $2.2M | Buy |
+19,981
| New | +$2.2M | 0.44% | 60 |
|
|
2024
Q1 | – | Sell |
-11,929
| Closed | -$1.88M | – | 517 |
|
|
2023
Q4 | $1.88M | Buy |
+11,929
| New | +$1.88M | 0.54% | 26 |
|
|
2022
Q4 | – | Sell |
-1,626
| Closed | -$263K | – | 231 |
|
|
2022
Q3 | $263K | Buy |
+1,626
| New | +$263K | 0.95% | 39 |
|
|
2022
Q2 | – | Sell |
-4,985
| Closed | -$1.07M | – | 419 |
|
|
2022
Q1 | $1.07M | Buy |
+4,985
| New | +$1.07M | 0.56% | 20 |
|