Sittner & Nelson’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 | $476K | Buy |
4,720
+100
| +2% | +$10.1K | 0.19% | 83 |
|
|
2025
Q1 | $508K | Buy |
4,620
+488
| +12% | +$53.7K | 0.22% | 72 |
|
|
2024
Q4 | $521K | Buy |
4,132
+278
| +7% | +$35.1K | 0.23% | 67 |
|
|
2024
Q3 | $526K | Buy |
3,854
+888
| +30% | +$121K | 0.24% | 68 |
|
|
2024
Q2 | $406K | Buy |
2,966
+1,100
| +59% | +$151K | 0.2% | 75 |
|
|
2024
Q1 | $277K | Buy |
1,866
+60
| +3% | +$8.92K | 0.14% | 97 |
|
|
2023
Q4 | $284K | Sell |
1,806
-101
| -5% | -$15.9K | 0.15% | 92 |
|
|
2023
Q3 | $297K | Sell |
1,907
-102
| -5% | -$15.9K | 0.17% | 85 |
|
|
2023
Q2 | $360K | Buy |
2,009
+1
| +0% | +$179 | 0.2% | 80 |
|
|
2023
Q1 | $390K | Buy |
2,008
+241
| +14% | +$46.7K | 0.22% | 77 |
|
|
2022
Q4 | $307K | Buy |
1,767
+52
| +3% | +$9.04K | 0.19% | 95 |
|
|
2022
Q3 | $277K | Buy |
1,715
+170
| +11% | +$27.5K | 0.19% | 88 |
|
|
2022
Q2 | $282K | Buy |
1,545
+402
| +35% | +$73.4K | 0.18% | 90 |
|
|
2022
Q1 | $245K | Buy |
1,143
+120
| +12% | +$25.7K | 0.14% | 97 |
|
|
2021
Q4 | $219K | Hold |
1,023
| – | – | 0.13% | 95 |
|
|
2021
Q3 | $186K | Buy |
1,023
+500
| +96% | +$90.9K | 0.12% | 99 |
|
|
2021
Q2 | $109K | Sell |
523
-2,750
| -84% | -$573K | 0.08% | 125 |
|
|
2021
Q1 | $241K | Buy |
3,273
+2,750
| +526% | +$202K | 0.18% | 79 |
|
|
2020
Q4 | $88K | Buy |
+523
| New | +$88K | 0.08% | 125 |
|