Pacific Center for Financial Services’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 | $42.9K | Hold |
425
| – | – | 0.01% | 200 |
|
|
2025
Q1 | $46.7K | Sell |
425
-3
| -0.7% | -$330 | 0.01% | 195 |
|
|
2024
Q4 | $54K | Hold |
428
| – | – | 0.01% | 184 |
|
|
2024
Q3 | $58.4K | Hold |
428
| – | – | 0.02% | 175 |
|
|
2024
Q2 | $58.6K | Hold |
428
| – | – | 0.02% | 168 |
|
|
2024
Q1 | $63.6K | Buy |
428
+10
| +2% | +$1.49K | 0.02% | 169 |
|
|
2023
Q4 | $65.7K | Sell |
418
-10
| -2% | -$1.57K | 0.02% | 152 |
|
|
2023
Q3 | $66.7K | Buy |
428
+300
| +234% | +$46.8K | 0.02% | 152 |
|
|
2023
Q2 | $23K | Hold |
128
| – | – | 0.01% | 220 |
|
|
2023
Q1 | $24.8K | Buy |
+128
| New | +$24.8K | 0.01% | 209 |
|
|
2022
Q3 | $20K | Buy |
121
+1
| +0.8% | +$165 | 0.01% | 227 |
|
|
2022
Q2 | $22K | Buy |
120
+4
| +3% | +$733 | 0.01% | 216 |
|
|
2022
Q1 | $25K | Buy |
116
+1
| +0.9% | +$216 | 0.01% | 212 |
|
|
2021
Q4 | $25K | Hold |
115
| – | – | 0.01% | 218 |
|
|
2021
Q3 | $21K | Buy |
115
+1
| +0.9% | +$183 | 0.01% | 230 |
|
|
2021
Q2 | $24K | Hold |
114
| – | – | 0.01% | 207 |
|
|
2021
Q1 | $19K | Buy |
114
+1
| +0.9% | +$167 | 0.01% | 218 |
|
|
2020
Q4 | $19K | Sell |
113
-12
| -10% | -$2.02K | 0.01% | 209 |
|
|
2020
Q3 | $21K | Hold |
125
| – | – | 0.01% | 174 |
|
|
2020
Q2 | $14K | Buy |
125
+1
| +0.8% | +$112 | 0.01% | 189 |
|
|
2020
Q1 | $12K | Buy |
124
+2
| +2% | +$194 | 0.01% | 183 |
|
|
2019
Q4 | $14K | Buy |
122
+1
| +0.8% | +$115 | 0.01% | 194 |
|
|
2019
Q3 | $15K | Hold |
121
| – | – | 0.01% | 189 |
|
|
2019
Q2 | $12K | Buy |
121
+2
| +2% | +$198 | 0.01% | 207 |
|
|
2019
Q1 | $13K | Hold |
119
| – | – | 0.01% | 200 |
|
|
2018
Q4 | $12K | Buy |
119
+1
| +0.8% | +$101 | 0.01% | 200 |
|
|
2018
Q3 | $14K | Buy |
118
+1
| +0.9% | +$119 | 0.01% | 201 |
|
|
2018
Q2 | $12K | Buy |
117
+1
| +0.9% | +$103 | 0.01% | 195 |
|
|
2018
Q1 | $12K | Buy |
116
+52
| +81% | +$5.38K | 0.01% | 192 |
|
|
2017
Q4 | $8K | Buy |
64
+51
| +392% | +$6.38K | ﹤0.01% | 219 |
|
|
2017
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 272 |
|
|
2017
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 290 |
|
|
2017
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 289 |
|
|
2016
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 302 |
|