Red Tortoise LLC’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 | $16.9K | Sell |
167
-13
| -7% | -$1.31K | 0.01% | 193 |
|
2025
Q1 | $19.8K | Buy |
180
+18
| +11% | +$1.98K | 0.01% | 155 |
|
2024
Q4 | $20.4K | Buy |
162
+2
| +1% | +$252 | 0.01% | 160 |
|
2024
Q3 | $21.8K | Buy |
160
+2
| +1% | +$273 | 0.01% | 155 |
|
2024
Q2 | $21.6K | Buy |
158
+2
| +1% | +$274 | 0.01% | 149 |
|
2024
Q1 | $23.2K | Buy |
+156
| New | +$23.2K | 0.01% | 138 |
|
2023
Q1 | – | Sell |
-197
| Closed | -$34.2K | – | 616 |
|
2022
Q4 | $34.2K | Buy |
+197
| New | +$34.2K | 0.02% | 135 |
|
2021
Q4 | – | Sell |
-97
| Closed | -$16K | – | 520 |
|
2021
Q3 | $16K | Buy |
+97
| New | +$16K | 0.01% | 185 |
|