PDM
Penn Davis McFarland’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
38,602
+6,242
| +19% | +$630K | 0.44% | 36 |
|
|
2025
Q1 | $3.56M | Sell |
32,360
-214
| -0.7% | -$23.5K | 0.42% | 39 |
|
|
2024
Q4 | $4.11M | Sell |
32,574
-455
| -1% | -$57.4K | 0.45% | 36 |
|
|
2024
Q3 | $4.5M | Buy |
+33,029
| New | +$4.5M | 0.51% | 37 |
|