Silver Oak Securities’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 | $634K | Buy |
6,277
+1,179
| +23% | +$119K | 0.05% | 347 |
|
|
2025
Q1 | $559K | Buy |
5,098
+1,529
| +43% | +$168K | 0.05% | 350 |
|
|
2024
Q4 | $447K | Sell |
3,569
-408
| -10% | -$51.1K | 0.04% | 409 |
|
|
2024
Q3 | $534K | Buy |
3,977
+620
| +18% | +$83.2K | 0.06% | 323 |
|
|
2024
Q2 | $459K | Buy |
3,357
+136
| +4% | +$18.6K | 0.07% | 236 |
|
|
2024
Q1 | $479K | Sell |
3,221
-220
| -6% | -$32.7K | 0.07% | 239 |
|
|
2023
Q4 | $541K | Buy |
+3,441
| New | +$541K | 0.07% | 262 |
|
|
2023
Q2 | – | Sell |
-2,674
| Closed | -$519K | – | 487 |
|
|
2023
Q1 | $519K | Buy |
2,674
+350
| +15% | +$67.9K | 0.09% | 188 |
|
|
2022
Q4 | $404K | Buy |
+2,324
| New | +$404K | 0.08% | 192 |
|
|
2022
Q3 | – | Sell |
-2,684
| Closed | -$504K | – | 502 |
|
|
2022
Q2 | $504K | Buy |
2,684
+146
| +6% | +$27.4K | 0.11% | 128 |
|
|
2022
Q1 | $485K | Buy |
+2,538
| New | +$485K | 0.1% | 166 |
|