PF
Phoenix Financial’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
3,662
-12,036
| -77% | -$1.22M | ﹤0.01% | 314 |
|
|
2025
Q1 | $1.73M | Buy |
15,698
+10,330
| +192% | +$1.14M | 0.03% | 184 |
|
|
2024
Q4 | $677K | Sell |
5,368
-868
| -14% | -$109K | 0.01% | 239 |
|
|
2024
Q3 | $851K | Buy |
6,236
+2,529
| +68% | +$345K | 0.01% | 226 |
|
|
2024
Q2 | $505K | Sell |
3,707
-27,682
| -88% | -$3.77M | 0.01% | 250 |
|
|
2024
Q1 | $4.66M | Buy |
31,389
+9,841
| +46% | +$1.46M | 0.06% | 145 |
|
|
2023
Q4 | $3.82M | Buy |
21,548
+2,423
| +13% | +$429K | 0.06% | 139 |
|
|
2023
Q3 | $2.98M | Buy |
19,125
+24
| +0.1% | +$3.74K | 0.05% | 146 |
|
|
2023
Q2 | $3.42M | Buy |
19,101
+3,534
| +23% | +$633K | 0.07% | 114 |
|
|
2023
Q1 | $3.02M | Buy |
15,567
+3,996
| +35% | +$775K | 0.07% | 119 |
|
|
2022
Q4 | $2.05M | Sell |
11,571
-666
| -5% | -$118K | 0.04% | 134 |
|
|
2022
Q3 | $2.06M | Buy |
12,237
+668
| +6% | +$112K | 0.05% | 143 |
|
|
2022
Q2 | $2.13M | Buy |
11,569
+1,825
| +19% | +$336K | 0.04% | 154 |
|
|
2022
Q1 | $2.09M | Buy |
+9,744
| New | +$2.09M | 0.04% | 184 |
|
|
2020
Q3 | – | Sell |
-3,115
| Closed | -$323K | – | 367 |
|
|
2020
Q2 | $323K | Buy |
+3,115
| New | +$323K | 0.01% | 261 |
|