Smartleaf Asset Management’s United Parcel Service UPS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Sell
3,897
-2,257
-37% -$228K 0.03% 423
2025
Q1
$675K Buy
6,154
+139
+2% +$15.2K 0.07% 297
2024
Q4
$754K Buy
6,015
+1,441
+32% +$181K 0.08% 265
2024
Q3
$614K Sell
4,574
-277
-6% -$37.2K 0.07% 270
2024
Q2
$659K Buy
4,851
+527
+12% +$71.6K 0.11% 215
2024
Q1
$637K Buy
4,324
+619
+17% +$91.2K 0.12% 189
2023
Q4
$580K Buy
+3,705
New +$580K 0.16% 144