Principal Securities’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 | $2.39M | Sell |
23,700
-18,555
| -44% | -$1.87M | 0.05% | 359 |
|
|
2025
Q1 | $5.33M | Buy |
42,255
+8
| +0% | +$1.01K | 0.12% | 164 |
|
|
2024
Q4 | $5.33M | Buy |
42,247
+1,172
| +3% | +$148K | 0.12% | 163 |
|
|
2024
Q3 | $5.6M | Buy |
41,075
+17,963
| +78% | +$2.45M | 0.14% | 148 |
|
|
2024
Q2 | $3.16M | Sell |
23,112
-128
| -0.6% | -$17.5K | 0.09% | 219 |
|
|
2024
Q1 | $3.45M | Buy |
23,240
+934
| +4% | +$139K | 0.11% | 184 |
|
|
2023
Q4 | $3.51M | Buy |
+22,306
| New | +$3.51M | 0.13% | 156 |
|