Proficio Capital 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 | – | Sell |
-1,877
| Closed | -$206K | – | 477 |
|
|
2025
Q1 | $206K | Buy |
1,877
+142
| +8% | +$15.6K | 0.02% | 370 |
|
|
2024
Q4 | $219K | Buy |
+1,735
| New | +$219K | 0.02% | 328 |
|
|
2024
Q3 | – | Sell |
-1,787
| Closed | -$245K | – | 340 |
|
|
2024
Q2 | $245K | Sell |
1,787
-97
| -5% | -$13.3K | 0.03% | 282 |
|
|
2024
Q1 | $280K | Buy |
1,884
+36
| +2% | +$5.35K | 0.03% | 259 |
|
|
2023
Q4 | $291K | Sell |
1,848
-53
| -3% | -$8.33K | 0.04% | 234 |
|
|
2023
Q3 | $296K | Sell |
1,901
-97
| -5% | -$15.1K | 0.04% | 218 |
|
|
2023
Q2 | $358K | Sell |
1,998
-423
| -17% | -$75.8K | 0.05% | 192 |
|
|
2023
Q1 | $470K | Buy |
2,421
+32
| +1% | +$6.21K | 0.07% | 148 |
|
|
2022
Q4 | $415K | Buy |
2,389
+163
| +7% | +$28.3K | 0.08% | 155 |
|
|
2022
Q3 | $363K | Sell |
2,226
-1,012
| -31% | -$165K | 0.07% | 159 |
|
|
2022
Q2 | $591K | Buy |
3,238
+222
| +7% | +$40.5K | 0.11% | 112 |
|
|
2022
Q1 | $647K | Buy |
3,016
+649
| +27% | +$139K | 0.1% | 114 |
|
|
2021
Q4 | $507K | Sell |
2,367
-32
| -1% | -$6.85K | 0.07% | 145 |
|
|
2021
Q3 | $437K | Sell |
2,399
-18
| -0.7% | -$3.28K | 0.06% | 163 |
|
|
2021
Q2 | $503K | Sell |
2,417
-230
| -9% | -$47.9K | 0.06% | 145 |
|
|
2021
Q1 | $450K | Buy |
2,647
+693
| +35% | +$118K | 0.06% | 141 |
|
|
2020
Q4 | $329K | Sell |
1,954
-59
| -3% | -$9.93K | 0.05% | 133 |
|
|
2020
Q3 | $335K | Buy |
2,013
+208
| +12% | +$34.6K | 0.06% | 119 |
|
|
2020
Q2 | $201K | Buy |
+1,805
| New | +$201K | 0.04% | 162 |
|
|
2019
Q3 | – | Sell |
-845
| Closed | -$87K | – | 1463 |
|
|
2019
Q2 | $87K | Sell |
845
-172
| -17% | -$17.7K | 0.03% | 235 |
|
|
2019
Q1 | $114K | Buy |
1,017
+53
| +5% | +$5.94K | 0.04% | 178 |
|
|
2018
Q4 | $94K | Buy |
964
+276
| +40% | +$26.9K | 0.04% | 179 |
|
|
2018
Q3 | $80K | Buy |
688
+199
| +41% | +$23.1K | 0.03% | 239 |
|
|
2018
Q2 | $52K | Buy |
489
+4
| +0.8% | +$425 | 0.02% | 346 |
|
|
2018
Q1 | $51K | Sell |
485
-465
| -49% | -$48.9K | 0.02% | 339 |
|
|
2017
Q4 | $113K | Buy |
950
+16
| +2% | +$1.9K | 0.04% | 195 |
|
|
2017
Q3 | $112K | Sell |
934
-3,977
| -81% | -$477K | 0.05% | 230 |
|
|
2017
Q2 | $546K | Buy |
4,911
+130
| +3% | +$14.5K | 0.23% | 82 |
|
|
2017
Q1 | $501K | Sell |
4,781
-391
| -8% | -$41K | 0.22% | 89 |
|
|
2016
Q4 | $593K | Sell |
5,172
-1,507
| -23% | -$173K | 0.25% | 83 |
|
|
2016
Q3 | $730K | Buy |
6,679
+31
| +0.5% | +$3.39K | 0.42% | 68 |
|
|
2016
Q2 | $723K | Sell |
6,648
-746
| -10% | -$81.1K | 0.45% | 64 |
|
|
2016
Q1 | $780K | Buy |
7,394
+4,335
| +142% | +$457K | 0.65% | 45 |
|
|
2015
Q4 | $294K | Buy |
+3,059
| New | +$294K | 0.29% | 70 |
|