Solitude Financial Services’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 | $454K | Sell |
4,500
-150
| -3% | -$15.1K | 0.16% | 30 |
|
|
2025
Q1 | $511K | Sell |
4,650
-150
| -3% | -$16.5K | 0.2% | 27 |
|
|
2024
Q4 | $605K | Hold |
4,800
| – | – | 0.26% | 20 |
|
|
2024
Q3 | $654K | Hold |
4,800
| – | – | 0.28% | 22 |
|
|
2024
Q2 | $657K | Hold |
4,800
| – | – | 0.31% | 23 |
|
|
2024
Q1 | $713K | Hold |
4,800
| – | – | 0.33% | 25 |
|
|
2023
Q4 | $755K | Sell |
4,800
-100
| -2% | -$15.7K | 0.41% | 33 |
|
|
2023
Q3 | $764K | Sell |
4,900
-82
| -2% | -$12.8K | 0.43% | 35 |
|
|
2023
Q2 | $893K | Sell |
4,982
-18
| -0.4% | -$3.23K | 0.51% | 34 |
|
|
2023
Q1 | $970K | Sell |
5,000
-200
| -4% | -$38.8K | 0.62% | 31 |
|
|
2022
Q4 | $904K | Hold |
5,200
| – | – | 0.62% | 29 |
|
|
2022
Q3 | $840K | Hold |
5,200
| – | – | 0.61% | 29 |
|
|
2022
Q2 | $949K | Sell |
5,200
-83
| -2% | -$15.1K | 0.67% | 29 |
|
|
2022
Q1 | $1.13M | Sell |
5,283
-300
| -5% | -$64.3K | 0.71% | 23 |
|
|
2021
Q4 | $1.2M | Sell |
5,583
-100
| -2% | -$21.4K | 0.8% | 25 |
|
|
2021
Q3 | $1.04M | Buy |
5,683
+83
| +1% | +$15.1K | 0.71% | 26 |
|
|
2021
Q2 | $1.17M | Sell |
5,600
-800
| -13% | -$166K | 0.84% | 27 |
|
|
2021
Q1 | $1.09M | Hold |
6,400
| – | – | 0.88% | 27 |
|
|
2020
Q4 | $1.08M | Buy |
+6,400
| New | +$1.08M | 0.95% | 26 |
|