Procyon Advisors’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 | $884K | Sell |
8,754
-481
| -5% | -$48.6K | 0.08% | 194 |
|
|
2025
Q1 | $1.02M | Sell |
9,235
-382
| -4% | -$42K | 0.06% | 257 |
|
|
2024
Q4 | $1.21M | Sell |
9,617
-10,185
| -51% | -$1.28M | 0.08% | 215 |
|
|
2024
Q3 | $2.7M | Sell |
19,802
-402
| -2% | -$54.8K | 0.18% | 123 |
|
|
2024
Q2 | $2.76M | Sell |
20,204
-216
| -1% | -$29.6K | 0.2% | 110 |
|
|
2024
Q1 | $3.04M | Buy |
20,420
+1,263
| +7% | +$188K | 0.24% | 102 |
|
|
2023
Q4 | $3.01M | Sell |
19,157
-2,453
| -11% | -$386K | 0.26% | 93 |
|
|
2023
Q3 | $3.37M | Buy |
21,610
+3,962
| +22% | +$618K | 0.35% | 71 |
|
|
2023
Q2 | $3.16M | Buy |
17,648
+3,236
| +22% | +$580K | 0.4% | 59 |
|
|
2023
Q1 | $2.8M | Buy |
14,412
+2,290
| +19% | +$444K | 0.46% | 45 |
|
|
2022
Q4 | $2.11M | Buy |
12,122
+3,448
| +40% | +$599K | 0.39% | 60 |
|
|
2022
Q3 | $1.4M | Buy |
8,674
+1,007
| +13% | +$163K | 0.34% | 66 |
|
|
2022
Q2 | $1.4M | Buy |
7,667
+2,452
| +47% | +$448K | 0.31% | 73 |
|
|
2022
Q1 | $1.12M | Buy |
5,215
+1,003
| +24% | +$215K | 0.23% | 95 |
|
|
2021
Q4 | $903K | Buy |
4,212
+324
| +8% | +$69.5K | 0.19% | 109 |
|
|
2021
Q3 | $708K | Buy |
3,888
+981
| +34% | +$179K | 0.18% | 115 |
|
|
2021
Q2 | $605K | Buy |
2,907
+623
| +27% | +$130K | 0.17% | 113 |
|
|
2021
Q1 | $388K | Sell |
2,284
-273
| -11% | -$46.4K | 0.17% | 135 |
|
|
2020
Q4 | $431K | Buy |
2,557
+792
| +45% | +$133K | 0.21% | 115 |
|
|
2020
Q3 | $294K | Sell |
1,765
-195
| -10% | -$32.5K | 0.16% | 139 |
|
|
2020
Q2 | $218K | Buy |
1,960
+916
| +88% | +$102K | 0.12% | 175 |
|
|
2020
Q1 | $98K | Buy |
1,044
+14
| +1% | +$1.31K | 0.07% | 244 |
|
|
2019
Q4 | $121K | Buy |
+1,030
| New | +$121K | 0.07% | 242 |
|