OIM
Orca Investment Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
17,958
+3,144
| +21% | +$317K | 1.64% | 20 |
|
|
2025
Q1 | $1.63M | Sell |
14,814
-310
| -2% | -$34.1K | 1.63% | 20 |
|
|
2024
Q4 | $1.91M | Sell |
15,124
-154
| -1% | -$19.4K | 1.79% | 17 |
|
|
2024
Q3 | $2.08M | Hold |
15,278
| – | – | 1.88% | 19 |
|
|
2024
Q2 | $2.09M | Buy |
15,278
+59
| +0.4% | +$8.07K | 2% | 15 |
|
|
2024
Q1 | $2.26M | Buy |
+15,219
| New | +$2.26M | 2.12% | 18 |
|