O'Keefe Stevens Advisory’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 | $945K | Buy |
9,361
+2,207
| +31% | +$223K | 0.27% | 41 |
|
|
2025
Q1 | $787K | Buy |
7,154
+1,684
| +31% | +$185K | 0.26% | 40 |
|
|
2024
Q4 | $690K | Buy |
5,470
+1,805
| +49% | +$228K | 0.21% | 38 |
|
|
2024
Q3 | $500K | Buy |
3,665
+1,397
| +62% | +$190K | 0.15% | 46 |
|
|
2024
Q2 | $310K | Buy |
2,268
+549
| +32% | +$75.1K | 0.1% | 50 |
|
|
2024
Q1 | $255K | Buy |
+1,719
| New | +$255K | 0.08% | 47 |
|