Sterling Financial Planning’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
Q1 | – | Sell |
-2,203
| Closed | -$278K | – | 114 |
|
|
2024
Q4 | $278K | Hold |
2,203
| – | – | 0.1% | 89 |
|
|
2024
Q3 | $300K | Sell |
2,203
-396
| -15% | -$54K | 0.11% | 88 |
|
|
2024
Q2 | $356K | Hold |
2,599
| – | – | 0.14% | 81 |
|
|
2024
Q1 | $386K | Sell |
2,599
-376
| -13% | -$55.9K | 0.16% | 79 |
|
|
2023
Q4 | $468K | Hold |
2,975
| – | – | 0.2% | 73 |
|
|
2023
Q3 | $464K | Hold |
2,975
| – | – | 0.24% | 64 |
|
|
2023
Q2 | $533K | Sell |
2,975
-680
| -19% | -$122K | 0.26% | 60 |
|
|
2023
Q1 | $709K | Buy |
3,655
+131
| +4% | +$25.4K | 0.38% | 50 |
|
|
2022
Q4 | $613K | Sell |
3,524
-225
| -6% | -$39.1K | 0.37% | 50 |
|
|
2022
Q3 | $606K | Hold |
3,749
| – | – | 0.42% | 44 |
|
|
2022
Q2 | $684K | Buy |
3,749
+472
| +14% | +$86.1K | 0.48% | 40 |
|
|
2022
Q1 | $703K | Sell |
3,277
-420
| -11% | -$90.1K | 0.44% | 43 |
|
|
2021
Q4 | $793K | Sell |
3,697
-200
| -5% | -$42.9K | 0.5% | 37 |
|
|
2021
Q3 | $710K | Hold |
3,897
| – | – | 0.45% | 38 |
|
|
2021
Q2 | $811K | Buy |
3,897
+3
| +0.1% | +$624 | 0.53% | 36 |
|
|
2021
Q1 | $662K | Sell |
3,894
-493
| -11% | -$83.8K | 0.47% | 38 |
|
|
2020
Q4 | $739K | Buy |
+4,387
| New | +$739K | 0.59% | 32 |
|