Patrick M. Sweeney & Associates’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 | $502K | Sell |
4,819
-114
| -2% | -$11.9K | 0.35% | 77 |
|
|
2025
Q1 | $543K | Buy |
4,933
+1
| +0% | +$110 | 0.41% | 67 |
|
|
2024
Q4 | $622K | Sell |
4,932
-20
| -0.4% | -$2.52K | 0.47% | 57 |
|
|
2024
Q3 | $675K | Sell |
4,952
-15
| -0.3% | -$2.05K | 0.5% | 52 |
|
|
2024
Q2 | $680K | Buy |
4,967
+1
| +0% | +$137 | 0.55% | 47 |
|
|
2024
Q1 | $738K | Buy |
4,966
+100
| +2% | +$14.9K | 0.61% | 40 |
|
|
2023
Q4 | $765K | Buy |
+4,866
| New | +$765K | 0.7% | 33 |
|