Personal CFO Solutions’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 | $212K | Sell |
2,101
-1,278
| -38% | -$129K | 0.04% | 455 |
|
|
2025
Q1 | $372K | Buy |
3,379
+431
| +15% | +$47.4K | 0.08% | 263 |
|
|
2024
Q4 | $372K | Sell |
2,948
-199
| -6% | -$25.1K | 0.07% | 258 |
|
|
2024
Q3 | $429K | Sell |
3,147
-68
| -2% | -$9.27K | 0.06% | 301 |
|
|
2024
Q2 | $440K | Sell |
3,215
-51
| -2% | -$6.98K | 0.07% | 276 |
|
|
2024
Q1 | $486K | Buy |
3,266
+229
| +8% | +$34K | 0.08% | 261 |
|
|
2023
Q4 | $478K | Sell |
3,037
-52
| -2% | -$8.18K | 0.08% | 235 |
|
|
2023
Q3 | $482K | Buy |
3,089
+228
| +8% | +$35.5K | 0.1% | 203 |
|
|
2023
Q2 | $513K | Buy |
2,861
+6
| +0.2% | +$1.08K | 0.1% | 198 |
|
|
2023
Q1 | $554K | Sell |
2,855
-41
| -1% | -$7.95K | 0.11% | 176 |
|
|
2022
Q4 | $503K | Buy |
2,896
+72
| +3% | +$12.5K | 0.11% | 191 |
|
|
2022
Q3 | $456K | Buy |
2,824
+94
| +3% | +$15.2K | 0.11% | 164 |
|
|
2022
Q2 | $498K | Buy |
2,730
+222
| +9% | +$40.5K | 0.12% | 156 |
|
|
2022
Q1 | $538K | Buy |
2,508
+117
| +5% | +$25.1K | 0.11% | 182 |
|
|
2021
Q4 | $513K | Sell |
2,391
-62
| -3% | -$13.3K | 0.1% | 196 |
|
|
2021
Q3 | $447K | Buy |
2,453
+203
| +9% | +$37K | 0.09% | 203 |
|
|
2021
Q2 | $468K | Buy |
2,250
+263
| +13% | +$54.7K | 0.1% | 197 |
|
|
2021
Q1 | $338K | Sell |
1,987
-353
| -15% | -$60K | 0.07% | 227 |
|
|
2020
Q4 | $394K | Buy |
2,340
+30
| +1% | +$5.05K | 0.1% | 196 |
|
|
2020
Q3 | $0 | Buy |
+2,310
| New | – | ﹤0.01% | 318 |
|