Summit Financial’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 | $2.73M | Sell |
27,029
-3,598
| -12% | -$363K | 0.06% | 250 |
|
|
2025
Q1 | $3.37M | Buy |
30,627
+6,644
| +28% | +$731K | 0.09% | 183 |
|
|
2024
Q4 | $3.02M | Sell |
23,983
-1,930
| -7% | -$243K | 0.11% | 158 |
|
|
2024
Q3 | $3.53M | Buy |
25,913
+5,670
| +28% | +$773K | 0.14% | 118 |
|
|
2024
Q2 | $2.77M | Buy |
20,243
+9,768
| +93% | +$1.34M | 0.13% | 115 |
|
|
2024
Q1 | $1.56M | Buy |
10,475
+149
| +1% | +$22.1K | 0.09% | 126 |
|
|
2023
Q4 | $1.62M | Sell |
10,326
-2,097
| -17% | -$330K | 0.11% | 119 |
|
|
2023
Q3 | $1.94M | Sell |
12,423
-109
| -0.9% | -$17K | 0.14% | 91 |
|
|
2023
Q2 | $2.25M | Buy |
12,532
+3,624
| +41% | +$650K | 0.16% | 79 |
|
|
2023
Q1 | $1.73M | Sell |
8,908
-273
| -3% | -$53K | 0.15% | 73 |
|
|
2022
Q4 | $1.6M | Sell |
9,181
-157
| -2% | -$27.3K | 0.15% | 78 |
|
|
2022
Q3 | $1.51M | Buy |
9,338
+1,890
| +25% | +$305K | 0.14% | 75 |
|
|
2022
Q2 | $1.36M | Buy |
7,448
+77
| +1% | +$14.1K | 0.13% | 78 |
|
|
2022
Q1 | $1.58M | Buy |
7,371
+920
| +14% | +$197K | 0.12% | 78 |
|
|
2021
Q4 | $1.38M | Buy |
6,451
+1,764
| +38% | +$378K | 0.11% | 85 |
|
|
2021
Q3 | $854K | Buy |
4,687
+2,093
| +81% | +$381K | 0.07% | 92 |
|
|
2021
Q2 | $539K | Buy |
+2,594
| New | +$539K | 0.05% | 80 |
|