PFS Partners’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 | $197K | Hold |
1,947
| – | – | 0.1% | 71 |
|
|
2025
Q1 | $214K | Hold |
1,947
| – | – | 0.11% | 60 |
|
|
2024
Q4 | $246K | Hold |
1,947
| – | – | 0.13% | 58 |
|
|
2024
Q3 | $265K | Hold |
1,947
| – | – | 0.15% | 47 |
|
|
2024
Q2 | $266K | Sell |
1,947
-17
| -0.9% | -$2.33K | 0.17% | 47 |
|
|
2024
Q1 | $292K | Hold |
1,964
| – | – | 0.19% | 43 |
|
|
2023
Q4 | $309K | Hold |
1,964
| – | – | 0.21% | 38 |
|
|
2023
Q3 | $306K | Hold |
1,964
| – | – | 0.27% | 27 |
|
|
2023
Q2 | $352K | Buy |
1,964
+1
| +0.1% | +$179 | 0.29% | 25 |
|
|
2023
Q1 | $381K | Hold |
1,963
| – | – | 0.37% | 23 |
|
|
2022
Q4 | $341K | Hold |
1,963
| – | – | 0.36% | 23 |
|
|
2022
Q3 | $317K | Hold |
1,963
| – | – | 0.34% | 23 |
|
|
2022
Q2 | $358K | Hold |
1,963
| – | – | 0.35% | 23 |
|
|
2022
Q1 | $421K | Hold |
1,963
| – | – | 0.36% | 23 |
|
|
2021
Q4 | $421K | Buy |
+1,963
| New | +$421K | 0.31% | 24 |
|