PSI 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 | $389K | Buy |
3,850
+1,623
| +73% | +$164K | 0.19% | 70 |
|
|
2025
Q1 | $245K | Buy |
2,227
+771
| +53% | +$84.8K | 0.08% | 111 |
|
|
2024
Q4 | $184K | Buy |
1,456
+1,207
| +485% | +$152K | 0.05% | 131 |
|
|
2024
Q3 | $33.9K | Buy |
249
+200
| +408% | +$27.3K | 0.01% | 328 |
|
|
2024
Q2 | $6.71K | Buy |
49
+21
| +75% | +$2.87K | ﹤0.01% | 580 |
|
|
2024
Q1 | $4.16K | Hold |
28
| – | – | ﹤0.01% | 606 |
|
|
2023
Q4 | $4.4K | Hold |
28
| – | – | ﹤0.01% | 647 |
|
|
2023
Q3 | $4.36K | Sell |
28
-250
| -90% | -$39K | ﹤0.01% | 611 |
|
|
2023
Q2 | $49.8K | Buy |
278
+250
| +893% | +$44.8K | 0.02% | 243 |
|
|
2023
Q1 | $5.43K | Hold |
28
| – | – | ﹤0.01% | 520 |
|
|
2022
Q4 | $4.87K | Sell |
28
-68
| -71% | -$11.8K | ﹤0.01% | 517 |
|
|
2022
Q3 | $16K | Hold |
96
| – | – | 0.01% | 360 |
|
|
2022
Q2 | $18K | Sell |
96
-90
| -48% | -$16.9K | 0.01% | 368 |
|
|
2022
Q1 | $40K | Hold |
186
| – | – | 0.02% | 288 |
|
|
2021
Q4 | $40K | Hold |
186
| – | – | 0.02% | 302 |
|
|
2021
Q3 | $34K | Buy |
+186
| New | +$34K | 0.02% | 324 |
|
|
2020
Q1 | – | Sell |
-68
| Closed | -$7K | – | 558 |
|
|
2019
Q4 | $7K | Buy |
+68
| New | +$7K | ﹤0.01% | 510 |
|