Stonebrook Private’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 |
-2,623
| Closed | -$331K | – | 197 |
|
|
2024
Q4 | $331K | Buy |
2,623
+117
| +5% | +$14.8K | 0.09% | 136 |
|
|
2024
Q3 | $342K | Sell |
2,506
-1,103
| -31% | -$150K | 0.09% | 137 |
|
|
2024
Q2 | $494K | Buy |
3,609
+741
| +26% | +$101K | 0.14% | 119 |
|
|
2024
Q1 | $426K | Buy |
2,868
+121
| +4% | +$18K | 0.12% | 129 |
|
|
2023
Q4 | $432K | Buy |
+2,747
| New | +$432K | 0.14% | 127 |
|