Private Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $432K | Buy |
3,424
+61
| +2% | +$7.69K | 0.08% | 186 |
|
|
2024
Q3 | $459K | Buy |
+3,363
| New | +$459K | 0.09% | 172 |
|
|
2024
Q2 | – | Sell |
-8,519
| Closed | -$1.27M | – | 248 |
|
|
2024
Q1 | $1.27M | Buy |
8,519
+447
| +6% | +$66.4K | 0.26% | 67 |
|
|
2023
Q4 | $1.27M | Buy |
8,072
+95
| +1% | +$14.9K | 0.29% | 64 |
|
|
2023
Q3 | $1.24M | Buy |
7,977
+532
| +7% | +$82.9K | 0.32% | 63 |
|
|
2023
Q2 | $1.33M | Buy |
7,445
+14
| +0.2% | +$2.51K | 0.34% | 61 |
|
|
2023
Q1 | $1.44M | Sell |
7,431
-208
| -3% | -$40.3K | 0.39% | 56 |
|
|
2022
Q4 | $1.33M | Buy |
7,639
+237
| +3% | +$41.2K | 0.35% | 61 |
|
|
2022
Q3 | $1.2M | Buy |
7,402
+152
| +2% | +$24.6K | 0.34% | 66 |
|
|
2022
Q2 | $1.32M | Buy |
7,250
+134
| +2% | +$24.5K | 0.37% | 61 |
|
|
2022
Q1 | $1.53M | Sell |
7,116
-659
| -8% | -$141K | 0.38% | 60 |
|
|
2021
Q4 | $1.67M | Buy |
7,775
+1,491
| +24% | +$320K | 0.43% | 52 |
|
|
2021
Q3 | $1.14M | Buy |
6,284
+30
| +0.5% | +$5.46K | 0.33% | 68 |
|
|
2021
Q2 | $1.3M | Buy |
6,254
+67
| +1% | +$13.9K | 0.38% | 60 |
|
|
2021
Q1 | $1.05M | Buy |
6,187
+34
| +0.6% | +$5.78K | 0.34% | 67 |
|
|
2020
Q4 | $1.04M | Sell |
6,153
-119
| -2% | -$20K | 0.37% | 63 |
|
|
2020
Q3 | $1.05M | Buy |
6,272
+209
| +3% | +$34.8K | 0.42% | 56 |
|
|
2020
Q2 | $674K | Buy |
6,063
+5
| +0.1% | +$556 | 0.31% | 78 |
|
|
2020
Q1 | $566K | Sell |
6,058
-21
| -0.3% | -$1.96K | 0.3% | 88 |
|
|
2019
Q4 | $712K | Sell |
6,079
-48
| -0.8% | -$5.62K | 0.31% | 85 |
|
|
2019
Q3 | $734K | Sell |
6,127
-1,293
| -17% | -$155K | 0.35% | 76 |
|
|
2019
Q2 | $766K | Buy |
7,420
+4,462
| +151% | +$461K | 0.33% | 81 |
|
|
2019
Q1 | $331K | Buy |
2,958
+39
| +1% | +$4.36K | 0.17% | 134 |
|
|
2018
Q4 | $285K | Buy |
+2,919
| New | +$285K | 0.18% | 133 |
|