Plancorp LLC’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 | $236K | Sell |
2,334
-84
| -3% | -$8.48K | 0.01% | 332 |
|
|
2025
Q1 | $266K | Buy |
2,418
+31
| +1% | +$3.41K | 0.01% | 302 |
|
|
2024
Q4 | $301K | Buy |
2,387
+419
| +21% | +$52.8K | 0.01% | 249 |
|
|
2024
Q3 | $268K | Buy |
1,968
+129
| +7% | +$17.6K | 0.01% | 266 |
|
|
2024
Q2 | $252K | Sell |
1,839
-42
| -2% | -$5.75K | 0.01% | 260 |
|
|
2024
Q1 | $280K | Buy |
1,881
+169
| +10% | +$25.1K | 0.01% | 242 |
|
|
2023
Q4 | $269K | Buy |
1,712
+191
| +13% | +$30K | 0.01% | 228 |
|
|
2023
Q3 | $237K | Buy |
+1,521
| New | +$237K | 0.01% | 226 |
|
|
2020
Q4 | – | Sell |
-1,620
| Closed | -$270K | – | 208 |
|
|
2020
Q3 | $270K | Sell |
1,620
-342
| -17% | -$57K | 0.08% | 144 |
|
|
2020
Q2 | $218K | Buy |
+1,962
| New | +$218K | 0.07% | 161 |
|
|
2020
Q1 | – | Sell |
-1,885
| Closed | -$221K | – | 193 |
|
|
2019
Q4 | $221K | Sell |
1,885
-36
| -2% | -$4.22K | 0.07% | 182 |
|
|
2019
Q3 | $230K | Buy |
+1,921
| New | +$230K | 0.09% | 157 |
|
|
2019
Q2 | – | Sell |
-2,019
| Closed | -$226K | – | 181 |
|
|
2019
Q1 | $226K | Buy |
+2,019
| New | +$226K | 0.09% | 162 |
|