Prosperity Capital 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 | $362K | Sell |
3,586
-429
| -11% | -$43.3K | 0.03% | 203 |
|
|
2025
Q1 | $439K | Buy |
4,015
+806
| +25% | +$88.1K | 0.03% | 249 |
|
|
2024
Q4 | $405K | Sell |
3,209
-46
| -1% | -$5.8K | 0.03% | 244 |
|
|
2024
Q3 | $444K | Buy |
3,255
+303
| +10% | +$41.3K | 0.04% | 232 |
|
|
2024
Q2 | $404K | Sell |
2,952
-2,904
| -50% | -$397K | 0.04% | 217 |
|
|
2024
Q1 | $870K | Buy |
5,856
+2,732
| +87% | +$406K | 0.1% | 152 |
|
|
2023
Q4 | $491K | Sell |
3,124
-165
| -5% | -$25.9K | 0.05% | 152 |
|
|
2023
Q3 | $513K | Buy |
3,289
+268
| +9% | +$41.8K | 0.07% | 140 |
|
|
2023
Q2 | $542K | Buy |
3,021
+28
| +0.9% | +$5.02K | 0.08% | 131 |
|
|
2023
Q1 | $581K | Sell |
2,993
-12
| -0.4% | -$2.33K | 0.09% | 105 |
|
|
2022
Q4 | $522K | Buy |
+3,005
| New | +$522K | 0.16% | 95 |
|