Optimist Retirement Group’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 | $2.35M | Buy |
23,305
+3,775
| +19% | +$381K | 1.13% | 24 |
|
|
2025
Q1 | $2.15M | Buy |
19,530
+13,278
| +212% | +$1.46M | 1.08% | 31 |
|
|
2024
Q4 | $788K | Buy |
6,252
+3,173
| +103% | +$400K | 0.37% | 44 |
|
|
2024
Q3 | $420K | Buy |
3,079
+680
| +28% | +$92.7K | 0.19% | 57 |
|
|
2024
Q2 | $328K | Buy |
2,399
+57
| +2% | +$7.8K | 0.17% | 56 |
|
|
2024
Q1 | $348K | Buy |
2,342
+65
| +3% | +$9.66K | 0.18% | 57 |
|
|
2023
Q4 | $358K | Buy |
+2,277
| New | +$358K | 0.23% | 52 |
|