Shorepoint Capital 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
Q1 | $2.15M | Buy |
19,504
+282
| +1% | +$31K | 0.49% | 68 |
|
|
2024
Q4 | $2.42M | Buy |
19,222
+8,690
| +83% | +$1.1M | 0.55% | 67 |
|
|
2024
Q3 | $1.44M | Sell |
10,532
-8,299
| -44% | -$1.13M | 0.33% | 73 |
|
|
2024
Q2 | $2.58M | Buy |
18,831
+965
| +5% | +$132K | 0.6% | 65 |
|
|
2024
Q1 | $2.66M | Buy |
17,866
+561
| +3% | +$83.4K | 0.65% | 61 |
|
|
2023
Q4 | $2.72M | Buy |
17,305
+617
| +4% | +$97K | 0.73% | 59 |
|
|
2023
Q3 | $2.6M | Buy |
16,688
+259
| +2% | +$40.4K | 0.76% | 51 |
|
|
2023
Q2 | $2.94M | Sell |
16,429
-42
| -0.3% | -$7.53K | 0.83% | 43 |
|
|
2023
Q1 | $3.2M | Sell |
16,471
-181
| -1% | -$35.1K | 0.91% | 42 |
|
|
2022
Q4 | $2.9M | Buy |
16,652
+596
| +4% | +$104K | 0.8% | 44 |
|
|
2022
Q3 | $2.59M | Buy |
16,056
+458
| +3% | +$74K | 1.24% | 35 |
|
|
2022
Q2 | $2.85M | Buy |
15,598
+851
| +6% | +$155K | 1.2% | 38 |
|
|
2022
Q1 | $3.16M | Sell |
14,747
-281
| -2% | -$60.3K | 1.32% | 37 |
|
|
2021
Q4 | $3.22M | Buy |
15,028
+99
| +0.7% | +$21.2K | 1.31% | 34 |
|
|
2021
Q3 | $2.72M | Buy |
+14,929
| New | +$2.72M | 1.22% | 36 |
|
|
2021
Q1 | $2.03M | Buy |
11,960
+491
| +4% | +$83.5K | 1.09% | 39 |
|
|
2020
Q4 | $1.93M | Buy |
+11,469
| New | +$1.93M | 1.07% | 38 |
|