OFI Invest Asset 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
Q1 | – | Sell |
-313
| Closed | -$38.1K | – | 402 |
|
|
2024
Q4 | $38.1K | Buy |
+313
| New | +$38.1K | ﹤0.01% | 329 |
|
|
2024
Q2 | $29.4K | Buy |
230
+39
| +20% | +$4.98K | ﹤0.01% | 336 |
|
|
2024
Q1 | $26.3K | Buy |
191
+24
| +14% | +$3.3K | ﹤0.01% | 278 |
|
|
2023
Q4 | $23.8K | Sell |
167
-3
| -2% | -$427 | ﹤0.01% | 272 |
|
|
2023
Q3 | $25K | Buy |
+170
| New | +$25K | ﹤0.01% | 208 |
|