Principal Street Partners’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 | $5.26M | Buy |
52,149
+4,477
| +9% | +$452K | 0.52% | 53 |
|
|
2025
Q1 | $5.24M | Buy |
47,672
+34,568
| +264% | +$3.8M | 0.98% | 48 |
|
|
2024
Q4 | $1.65M | Sell |
13,104
-20,450
| -61% | -$2.58M | 0.32% | 58 |
|
|
2024
Q3 | $4.57M | Sell |
33,554
-8,195
| -20% | -$1.12M | 0.75% | 52 |
|
|
2024
Q2 | $5.71M | Sell |
41,749
-752
| -2% | -$103K | 1.02% | 45 |
|
|
2024
Q1 | $6.3M | Buy |
42,501
+15,165
| +55% | +$2.25M | 1.19% | 47 |
|
|
2023
Q4 | $4.3M | Sell |
27,336
-1,604
| -6% | -$252K | 1.04% | 46 |
|
|
2023
Q3 | $4.51M | Sell |
28,940
-778
| -3% | -$121K | 0.89% | 37 |
|
|
2023
Q2 | $5.33M | Sell |
29,718
-1,722
| -5% | -$309K | 1.27% | 20 |
|
|
2023
Q1 | $6.1M | Buy |
31,440
+4,791
| +18% | +$929K | 1.54% | 12 |
|
|
2022
Q4 | $4.63M | Buy |
26,649
+24,117
| +952% | +$4.19M | 1.17% | 40 |
|
|
2022
Q3 | $409K | Buy |
2,532
+65
| +3% | +$10.5K | 0.11% | 132 |
|
|
2022
Q2 | $451K | Sell |
2,467
-835
| -25% | -$153K | 0.12% | 129 |
|
|
2022
Q1 | $708K | Buy |
3,302
+476
| +17% | +$102K | 0.16% | 110 |
|
|
2021
Q4 | $606K | Buy |
2,826
+275
| +11% | +$59K | 0.15% | 123 |
|
|
2021
Q3 | $465K | Buy |
2,551
+373
| +17% | +$68K | 0.13% | 123 |
|
|
2021
Q2 | $453K | Sell |
2,178
-2,176
| -50% | -$453K | 0.12% | 124 |
|
|
2021
Q1 | $740K | Buy |
4,354
+2,752
| +172% | +$468K | 0.1% | 141 |
|
|
2020
Q4 | $270K | Sell |
1,602
-880
| -35% | -$148K | 0.08% | 152 |
|
|
2020
Q3 | $414K | Buy |
2,482
+414
| +20% | +$69.1K | 0.15% | 101 |
|
|
2020
Q2 | $230K | Buy |
+2,068
| New | +$230K | 0.09% | 121 |
|