Stiles 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 | $1.32M | Buy |
13,120
+1,013
| +8% | +$102K | 0.46% | 68 |
|
|
2025
Q1 | $1.33M | Buy |
12,107
+122
| +1% | +$13.4K | 0.51% | 64 |
|
|
2024
Q4 | $1.51M | Buy |
11,985
+1,663
| +16% | +$210K | 0.55% | 60 |
|
|
2024
Q3 | $1.41M | Buy |
10,322
+1,099
| +12% | +$150K | 0.5% | 64 |
|
|
2024
Q2 | $1.26M | Buy |
9,223
+771
| +9% | +$106K | 0.49% | 63 |
|
|
2024
Q1 | $1.26M | Buy |
8,452
+545
| +7% | +$81K | 0.5% | 67 |
|
|
2023
Q4 | $1.24M | Buy |
7,907
+240
| +3% | +$37.7K | 0.56% | 61 |
|
|
2023
Q3 | $1.2M | Buy |
7,667
+834
| +12% | +$130K | 0.62% | 54 |
|
|
2023
Q2 | $1.22M | Buy |
6,833
+481
| +8% | +$86.2K | 0.61% | 57 |
|
|
2023
Q1 | $1.23M | Buy |
6,352
+312
| +5% | +$60.5K | 0.66% | 49 |
|
|
2022
Q4 | $1.05M | Buy |
6,040
+144
| +2% | +$25K | 0.6% | 53 |
|
|
2022
Q3 | $952K | Buy |
5,896
+264
| +5% | +$42.6K | 0.58% | 54 |
|
|
2022
Q2 | $1.03M | Buy |
5,632
+265
| +5% | +$48.4K | 0.62% | 55 |
|
|
2022
Q1 | $1.15M | Buy |
5,367
+1,109
| +26% | +$238K | 0.58% | 53 |
|
|
2021
Q4 | $913K | Buy |
+4,258
| New | +$913K | 0.44% | 67 |
|