SteelPeak Wealth’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 | $1.28M | Sell |
12,701
-32,926
| -72% | -$3.32M | 0.05% | 234 |
|
|
2025
Q1 | $5.02M | Buy |
45,627
+41,047
| +896% | +$4.51M | 0.21% | 95 |
|
|
2024
Q4 | $578K | Sell |
4,580
-27,189
| -86% | -$3.43M | 0.02% | 307 |
|
|
2024
Q3 | $4.33M | Buy |
31,769
+28,533
| +882% | +$3.89M | 0.19% | 91 |
|
|
2024
Q2 | $443K | Sell |
3,236
-44,644
| -93% | -$6.11M | 0.02% | 305 |
|
|
2024
Q1 | $7.12M | Buy |
47,880
+45,299
| +1,755% | +$6.73M | 0.36% | 62 |
|
|
2023
Q4 | $406K | Buy |
2,581
+440
| +21% | +$69.2K | 0.02% | 291 |
|
|
2023
Q3 | $334K | Buy |
2,141
+129
| +6% | +$20.1K | 0.02% | 304 |
|
|
2023
Q2 | $361K | Buy |
+2,012
| New | +$361K | 0.02% | 283 |
|
|
2023
Q1 | – | Sell |
-1,512
| Closed | -$263K | – | 423 |
|
|
2022
Q4 | $263K | Buy |
1,512
+149
| +11% | +$25.9K | 0.02% | 324 |
|
|
2022
Q3 | $220K | Buy |
1,363
+206
| +18% | +$33.3K | 0.02% | 357 |
|
|
2022
Q2 | $211K | Sell |
1,157
-2,094
| -64% | -$382K | 0.02% | 363 |
|
|
2022
Q1 | $697K | Buy |
3,251
+2,274
| +233% | +$488K | 0.04% | 223 |
|
|
2021
Q4 | $209K | Sell |
977
-150
| -13% | -$32.1K | 0.01% | 365 |
|
|
2021
Q3 | $205K | Sell |
1,127
-510
| -31% | -$92.8K | 0.01% | 377 |
|
|
2021
Q2 | $340K | Sell |
1,637
-5,155
| -76% | -$1.07M | 0.02% | 311 |
|
|
2021
Q1 | $1.16M | Buy |
6,792
+4,172
| +159% | +$709K | 0.09% | 138 |
|
|
2020
Q4 | $441K | Sell |
2,620
-1,120
| -30% | -$189K | 0.04% | 219 |
|
|
2020
Q3 | $623K | Buy |
+3,740
| New | +$623K | 0.07% | 158 |
|
|
2020
Q2 | – | Sell |
-2,784
| Closed | -$260K | – | 282 |
|
|
2020
Q1 | $260K | Buy |
+2,784
| New | +$260K | 0.04% | 183 |
|