Strategic Equity Management’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 | – | Sell |
-9,688
| Closed | -$1.07M | – | 77 |
|
|
2025
Q1 | $1.07M | Hold |
9,688
| – | – | 0.45% | 23 |
|
|
2024
Q4 | $1.22M | Buy |
+9,688
| New | +$1.22M | 0.51% | 22 |
|
|
2023
Q4 | – | Sell |
-3,023
| Closed | -$471K | – | 40 |
|
|
2023
Q3 | $471K | Hold |
3,023
| – | – | 0.18% | 28 |
|
|
2023
Q2 | $542K | Buy |
3,023
+23
| +0.8% | +$4.12K | 0.19% | 29 |
|
|
2023
Q1 | $582K | Hold |
3,000
| – | – | 0.21% | 31 |
|
|
2022
Q4 | $522K | Hold |
3,000
| – | – | 0.2% | 25 |
|
|
2022
Q3 | $485K | Buy |
+3,000
| New | +$485K | 0.2% | 26 |
|