Successful Portfolios’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 | $292K | Sell |
2,891
-41
| -1% | -$4.14K | 0.18% | 114 |
|
|
2025
Q1 | $322K | Buy |
2,932
+113
| +4% | +$12.4K | 0.22% | 98 |
|
|
2024
Q4 | $356K | Sell |
2,819
-70
| -2% | -$8.83K | 0.24% | 84 |
|
|
2024
Q3 | $394K | Buy |
2,889
+85
| +3% | +$11.6K | 0.27% | 82 |
|
|
2024
Q2 | $384K | Sell |
2,804
-225
| -7% | -$30.8K | 0.27% | 80 |
|
|
2024
Q1 | $450K | Sell |
3,029
-107
| -3% | -$15.9K | 0.31% | 73 |
|
|
2023
Q4 | $493K | Sell |
3,136
-150
| -5% | -$23.6K | 0.37% | 61 |
|
|
2023
Q3 | $512K | Sell |
3,286
-14
| -0.4% | -$2.18K | 0.45% | 54 |
|
|
2023
Q2 | $592K | Buy |
3,300
+24
| +0.7% | +$4.3K | 0.51% | 48 |
|
|
2023
Q1 | $636K | Hold |
3,276
| – | – | 0.4% | 58 |
|
|
2022
Q4 | $569K | Hold |
3,276
| – | – | 0.37% | 67 |
|
|
2022
Q3 | $529K | Sell |
3,276
-55
| -2% | -$8.88K | 0.38% | 68 |
|
|
2022
Q2 | $608K | Sell |
3,331
-5
| -0.1% | -$913 | 0.41% | 60 |
|
|
2022
Q1 | $715K | Hold |
3,336
| – | – | 0.41% | 57 |
|
|
2021
Q4 | $715K | Sell |
3,336
-3
| -0.1% | -$643 | 0.39% | 62 |
|
|
2021
Q3 | $608K | Hold |
3,339
| – | – | 0.36% | 68 |
|
|
2021
Q2 | $694K | Buy |
3,339
+10
| +0.3% | +$2.08K | 0.42% | 60 |
|
|
2021
Q1 | $566K | Sell |
3,329
-10
| -0.3% | -$1.7K | 0.37% | 72 |
|
|
2020
Q4 | $562K | Hold |
3,339
| – | – | 0.4% | 67 |
|
|
2020
Q3 | $556K | Hold |
3,339
| – | – | 0.44% | 63 |
|
|
2020
Q2 | $371K | Buy |
3,339
+133
| +4% | +$14.8K | 0.33% | 88 |
|
|
2020
Q1 | $300K | Buy |
3,206
+141
| +5% | +$13.2K | 0.3% | 94 |
|
|
2019
Q4 | $359K | Sell |
3,065
-70
| -2% | -$8.2K | 0.32% | 92 |
|
|
2019
Q3 | $376K | Sell |
3,135
-2
| -0.1% | -$240 | 0.35% | 80 |
|
|
2019
Q2 | $324K | Buy |
3,137
+5
| +0.2% | +$516 | 0.35% | 88 |
|
|
2019
Q1 | $350K | Buy |
3,132
+28
| +0.9% | +$3.13K | 0.38% | 82 |
|
|
2018
Q4 | $303K | Sell |
3,104
-2
| -0.1% | -$195 | 0.39% | 81 |
|
|
2018
Q3 | $363K | Sell |
3,106
-21
| -0.7% | -$2.45K | 0.4% | 79 |
|
|
2018
Q2 | $332K | Sell |
3,127
-91
| -3% | -$9.66K | 0.39% | 84 |
|
|
2018
Q1 | $337K | Buy |
3,218
+188
| +6% | +$19.7K | 0.41% | 78 |
|
|
2017
Q4 | $361K | Buy |
+3,030
| New | +$361K | 0.45% | 73 |
|