Shepherd Financial Partners’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 | $292K | Buy |
2,890
+111
| +4% | +$11.2K | 0.03% | 203 |
|
|
2025
Q1 | $306K | Sell |
2,779
-114
| -4% | -$12.5K | 0.04% | 184 |
|
|
2024
Q4 | $365K | Sell |
2,893
-708
| -20% | -$89.3K | 0.04% | 163 |
|
|
2024
Q3 | $491K | Buy |
3,601
+507
| +16% | +$69.1K | 0.06% | 146 |
|
|
2024
Q2 | $423K | Buy |
3,094
+92
| +3% | +$12.6K | 0.05% | 156 |
|
|
2024
Q1 | $446K | Buy |
3,002
+159
| +6% | +$23.6K | 0.06% | 160 |
|
|
2023
Q4 | $447K | Buy |
2,843
+104
| +4% | +$16.4K | 0.06% | 148 |
|
|
2023
Q3 | $427K | Buy |
2,739
+494
| +22% | +$77K | 0.07% | 142 |
|
|
2023
Q2 | $402K | Buy |
2,245
+301
| +15% | +$54K | 0.06% | 141 |
|
|
2023
Q1 | $377K | Buy |
1,944
+5
| +0.3% | +$970 | 0.06% | 146 |
|
|
2022
Q4 | $337K | Buy |
1,939
+578
| +42% | +$100K | 0.06% | 141 |
|
|
2022
Q3 | $220K | Buy |
+1,361
| New | +$220K | 0.04% | 154 |
|
|
2017
Q1 | – | Sell |
-17,123
| Closed | -$1.97M | – | 111 |
|
|
2016
Q4 | $1.97M | Buy |
+17,123
| New | +$1.97M | 0.56% | 36 |
|