Pathstone Holdings’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 | $7.86M | Sell |
77,913
-10,335
| -12% | -$1.04M | 0.03% | 404 |
|
|
2025
Q1 | $9.71M | Buy |
88,248
+5,611
| +7% | +$617K | 0.04% | 350 |
|
|
2024
Q4 | $10.4M | Sell |
82,637
-13,754
| -14% | -$1.73M | 0.05% | 298 |
|
|
2024
Q3 | $13.1M | Sell |
96,391
-5,723
| -6% | -$780K | 0.06% | 244 |
|
|
2024
Q2 | $14M | Sell |
102,114
-4,936
| -5% | -$675K | 0.06% | 221 |
|
|
2024
Q1 | $15.9M | Buy |
107,050
+7,211
| +7% | +$1.07M | 0.07% | 193 |
|
|
2023
Q4 | $15.8M | Buy |
+99,839
| New | +$15.8M | 0.08% | 173 |
|