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 |
|