Sharp Financial Services’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 | $206K | Sell |
2,040
-502
| -20% | -$50.7K | 0.13% | 85 |
|
|
2025
Q1 | $280K | Sell |
2,542
-473
| -16% | -$52K | 0.21% | 70 |
|
|
2024
Q4 | $380K | Sell |
3,015
-615
| -17% | -$77.6K | 0.29% | 52 |
|
|
2024
Q3 | $495K | Buy |
3,630
+1,303
| +56% | +$178K | 0.38% | 44 |
|
|
2024
Q2 | $318K | Sell |
2,327
-229
| -9% | -$31.3K | 0.27% | 68 |
|
|
2024
Q1 | $380K | Buy |
2,556
+149
| +6% | +$22.1K | 0.35% | 60 |
|
|
2023
Q4 | $378K | Buy |
+2,407
| New | +$378K | 0.41% | 50 |
|