Pinnacle Holdings’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 | $44.9K | Buy |
+445
| New | +$44.9K | 0.02% | 199 |
|
|
2024
Q4 | – | Sell |
-532
| Closed | -$72.5K | – | 257 |
|
|
2024
Q3 | $72.5K | Buy |
532
+7
| +1% | +$954 | 0.03% | 178 |
|
|
2024
Q2 | $71.8K | Sell |
525
-70
| -12% | -$9.58K | 0.03% | 183 |
|
|
2024
Q1 | $88.4K | Sell |
595
-268
| -31% | -$39.8K | 0.04% | 171 |
|
|
2023
Q4 | $136K | Sell |
863
-41
| -5% | -$6.45K | 0.06% | 165 |
|
|
2023
Q3 | $141K | Buy |
904
+11
| +1% | +$1.72K | 0.07% | 158 |
|
|
2023
Q2 | $160K | Sell |
893
-15
| -2% | -$2.69K | 0.07% | 154 |
|
|
2023
Q1 | $176K | Buy |
908
+15
| +2% | +$2.91K | 0.08% | 152 |
|
|
2022
Q4 | $155K | Hold |
893
| – | – | 0.07% | 153 |
|
|
2022
Q3 | $144K | Sell |
893
-93
| -9% | -$15K | 0.07% | 158 |
|
|
2022
Q2 | $180K | Buy |
+986
| New | +$180K | 0.08% | 156 |
|
|
2021
Q4 | – | Sell |
-982
| Closed | -$179K | – | 256 |
|
|
2021
Q3 | $179K | Buy |
+982
| New | +$179K | 0.08% | 156 |
|
|
2021
Q1 | – | Sell |
-572
| Closed | -$96.3K | – | 233 |
|
|
2020
Q4 | $96.3K | Buy |
572
+210
| +58% | +$35.4K | 0.05% | 164 |
|
|
2020
Q3 | $60.3K | Hold |
362
| – | – | 0.03% | 168 |
|
|
2020
Q2 | $40.2K | Hold |
362
| – | – | 0.02% | 167 |
|
|
2020
Q1 | $33.8K | Buy |
+362
| New | +$33.8K | 0.02% | 167 |
|