Quantum Financial 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
Q1 | – | Sell |
-1,608
| Closed | -$203K | – | 200 |
|
|
2024
Q4 | $203K | Sell |
1,608
-176
| -10% | -$22.2K | 0.03% | 183 |
|
|
2024
Q3 | $243K | Buy |
1,784
+293
| +20% | +$40K | 0.04% | 149 |
|
|
2024
Q2 | $204K | Hold |
1,491
| – | – | 0.04% | 163 |
|
|
2024
Q1 | $222K | Buy |
1,491
+161
| +12% | +$23.9K | 0.04% | 156 |
|
|
2023
Q4 | $209K | Sell |
1,330
-345
| -21% | -$54.2K | 0.05% | 118 |
|
|
2023
Q3 | $261K | Buy |
1,675
+345
| +26% | +$53.8K | 0.08% | 86 |
|
|
2023
Q2 | $238K | Hold |
1,330
| – | – | 0.07% | 83 |
|
|
2023
Q1 | $258K | Hold |
1,330
| – | – | 0.08% | 74 |
|
|
2022
Q4 | $231K | Buy |
1,330
+11
| +0.8% | +$1.91K | 0.1% | 73 |
|
|
2022
Q3 | $213K | Hold |
1,319
| – | – | 0.09% | 78 |
|
|
2022
Q2 | $267K | Buy |
+1,319
| New | +$267K | 0.1% | 70 |
|