Ranch 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 | $265K | Buy |
2,629
+107
| +4% | +$10.8K | 0.12% | 128 |
|
2025
Q1 | $277K | Sell |
2,522
-128
| -5% | -$14.1K | 0.13% | 125 |
|
2024
Q4 | $334K | Buy |
2,650
+5
| +0.2% | +$630 | 0.16% | 118 |
|
2024
Q3 | $361K | Buy |
2,645
+5
| +0.2% | +$682 | 0.17% | 116 |
|
2024
Q2 | $361K | Buy |
2,640
+4
| +0.2% | +$547 | 0.19% | 114 |
|
2024
Q1 | $392K | Buy |
2,636
+4
| +0.2% | +$595 | 0.21% | 111 |
|
2023
Q4 | $414K | Buy |
2,632
+61
| +2% | +$9.59K | 0.26% | 105 |
|
2023
Q3 | $401K | Buy |
2,571
+2
| +0.1% | +$312 | 0.28% | 101 |
|
2023
Q2 | $461K | Buy |
2,569
+56
| +2% | +$10K | 0.32% | 93 |
|
2023
Q1 | $488K | Sell |
2,513
-180
| -7% | -$34.9K | 0.36% | 85 |
|
2022
Q4 | $468K | Sell |
2,693
-7
| -0.3% | -$1.22K | 0.37% | 86 |
|
2022
Q3 | $436K | Buy |
2,700
+169
| +7% | +$27.3K | 0.36% | 89 |
|
2022
Q2 | $462K | Buy |
2,531
+3
| +0.1% | +$548 | 0.35% | 86 |
|
2022
Q1 | $542K | Buy |
2,528
+2
| +0.1% | +$429 | 0.36% | 87 |
|
2021
Q4 | $541K | Buy |
2,526
+2
| +0.1% | +$428 | 0.35% | 87 |
|
2021
Q3 | $460K | Buy |
2,524
+24
| +1% | +$4.37K | 0.29% | 98 |
|
2021
Q2 | $520K | Sell |
2,500
-40
| -2% | -$8.32K | 0.31% | 94 |
|
2021
Q1 | $431K | Sell |
2,540
-271
| -10% | -$46K | 0.28% | 95 |
|
2020
Q4 | $473K | Sell |
2,811
-17
| -0.6% | -$2.86K | 0.34% | 85 |
|
2020
Q3 | $471K | Sell |
2,828
-209
| -7% | -$34.8K | 0.38% | 78 |
|
2020
Q2 | $484K | Sell |
3,037
-13
| -0.4% | -$2.07K | 0.38% | 79 |
|
2020
Q1 | $284K | Buy |
3,050
+71
| +2% | +$6.61K | 0.28% | 93 |
|
2019
Q4 | $349K | Sell |
2,979
-209
| -7% | -$24.5K | 0.28% | 100 |
|
2019
Q3 | $382K | Buy |
+3,188
| New | +$382K | 0.41% | 85 |
|