Plato Investment Management’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 | $562K | Buy |
5,591
+702
| +14% | +$70.6K | 0.04% | 328 |
|
|
2025
Q1 | $544K | Buy |
4,889
+2,121
| +77% | +$236K | 0.05% | 322 |
|
|
2024
Q4 | $350K | Buy |
2,768
+331
| +14% | +$41.9K | 0.03% | 375 |
|
|
2024
Q3 | $332K | Hold |
2,437
| – | – | 0.03% | 348 |
|
|
2024
Q2 | $334K | Hold |
2,437
| – | – | 0.03% | 301 |
|
|
2024
Q1 | $362K | Buy |
2,437
+2,211
| +978% | +$329K | 0.04% | 286 |
|
|
2023
Q4 | $35.5K | Buy |
+226
| New | +$35.5K | 0.04% | 266 |
|