Retirement Planning Company of New England’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 | $275K | Sell |
2,729
-294
| -10% | -$29.7K | 0.12% | 184 |
|
|
2025
Q1 | $333K | Buy |
3,023
+504
| +20% | +$55.5K | 0.17% | 155 |
|
|
2024
Q4 | $318K | Buy |
2,519
+116
| +5% | +$14.6K | 0.15% | 169 |
|
|
2024
Q3 | $328K | Buy |
2,403
+385
| +19% | +$52.5K | 0.16% | 161 |
|
|
2024
Q2 | $276K | Buy |
2,018
+42
| +2% | +$5.75K | 0.15% | 169 |
|
|
2024
Q1 | $294K | Buy |
1,976
+462
| +31% | +$68.7K | 0.16% | 168 |
|
|
2023
Q4 | $238K | Buy |
1,514
+4
| +0.3% | +$629 | 0.11% | 195 |
|
|
2023
Q3 | $235K | Sell |
1,510
-92
| -6% | -$14.3K | 0.13% | 169 |
|
|
2023
Q2 | $287K | Sell |
1,602
-5
| -0.3% | -$896 | 0.17% | 161 |
|
|
2023
Q1 | $312K | Buy |
1,607
+14
| +0.9% | +$2.72K | 0.19% | 155 |
|
|
2022
Q4 | $277K | Buy |
1,593
+81
| +5% | +$14.1K | 0.18% | 163 |
|
|
2022
Q3 | $244K | Buy |
1,512
+8
| +0.5% | +$1.29K | 0.18% | 169 |
|
|
2022
Q2 | $274K | Buy |
1,504
+26
| +2% | +$4.74K | 0.19% | 158 |
|
|
2022
Q1 | $317K | Sell |
1,478
-10
| -0.7% | -$2.15K | 0.18% | 159 |
|
|
2021
Q4 | $318K | Buy |
+1,488
| New | +$318K | 0.15% | 152 |
|