SimplyRich’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 | – | Sell |
-3,238
| Closed | -$408K | – | 223 |
|
|
2024
Q4 | $408K | Buy |
3,238
+172
| +6% | +$21.7K | 0.12% | 151 |
|
|
2024
Q3 | $418K | Buy |
3,066
+1,452
| +90% | +$198K | 0.12% | 144 |
|
|
2024
Q2 | $220K | Hold |
1,614
| – | – | 0.07% | 170 |
|
|
2024
Q1 | $240K | Hold |
1,614
| – | – | 0.08% | 171 |
|
|
2023
Q4 | $254K | Sell |
1,614
-265
| -14% | -$41.7K | 0.09% | 154 |
|
|
2023
Q3 | $292K | Hold |
1,879
| – | – | 0.14% | 119 |
|
|
2023
Q2 | $336K | Hold |
1,879
| – | – | 0.12% | 139 |
|
|
2023
Q1 | $364K | Hold |
1,879
| – | – | 0.14% | 131 |
|
|
2022
Q4 | $326K | Sell |
1,879
-3
| -0.2% | -$520 | 0.13% | 135 |
|
|
2022
Q3 | $304K | Hold |
1,882
| – | – | 0.14% | 128 |
|
|
2022
Q2 | $343K | Hold |
1,882
| – | – | 0.14% | 122 |
|
|
2022
Q1 | $403K | Sell |
1,882
-10
| -0.5% | -$2.14K | 0.14% | 125 |
|
|
2021
Q4 | $406K | Buy |
1,892
+13
| +0.7% | +$2.79K | 0.13% | 125 |
|
|
2021
Q3 | $342K | Sell |
1,879
-114
| -6% | -$20.7K | 0.12% | 137 |
|
|
2021
Q2 | $414K | Buy |
1,993
+114
| +6% | +$23.7K | 0.19% | 110 |
|
|
2021
Q1 | $319K | Buy |
1,879
+49
| +3% | +$8.32K | 0.13% | 134 |
|
|
2020
Q4 | $308K | Buy |
1,830
+216
| +13% | +$36.4K | 0.14% | 124 |
|
|
2020
Q3 | $269K | Buy |
+1,614
| New | +$269K | 0.13% | 126 |
|
|
2020
Q1 | – | Sell |
-2,324
| Closed | -$271K | – | 149 |
|
|
2019
Q4 | $271K | Hold |
2,324
| – | – | 0.14% | 134 |
|
|
2019
Q3 | $276K | Hold |
2,324
| – | – | 0.15% | 128 |
|
|
2019
Q2 | $240K | Buy |
+2,324
| New | +$240K | 0.13% | 139 |
|
|
2018
Q4 | – | Sell |
-6,715
| Closed | -$784K | – | 141 |
|
|
2018
Q3 | $784K | Hold |
6,715
| – | – | 0.43% | 74 |
|
|
2018
Q2 | $713K | Hold |
6,715
| – | – | 0.41% | 78 |
|
|
2018
Q1 | $703K | Sell |
6,715
-1,451
| -18% | -$152K | 0.39% | 82 |
|
|
2017
Q4 | $973K | Buy |
+8,166
| New | +$973K | 0.54% | 58 |
|