Summit Global Investments’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 | $1.21M | Buy |
11,976
+531
| +5% | +$53.6K | 0.07% | 158 |
|
|
2025
Q1 | $1.26M | Sell |
11,445
-64,984
| -85% | -$7.15M | 0.09% | 133 |
|
|
2024
Q4 | $9.64M | Buy |
76,429
+57,447
| +303% | +$7.24M | 0.6% | 38 |
|
|
2024
Q3 | $2.59M | Sell |
18,982
-27,750
| -59% | -$3.78M | 0.17% | 112 |
|
|
2024
Q2 | $6.4M | Buy |
46,732
+20,061
| +75% | +$2.75M | 0.43% | 48 |
|
|
2024
Q1 | $3.96M | Sell |
26,671
-16,855
| -39% | -$2.51M | 0.29% | 75 |
|
|
2023
Q4 | $6.84M | Buy |
43,526
+26,228
| +152% | +$4.12M | 0.45% | 49 |
|
|
2023
Q3 | $2.7M | Buy |
17,298
+12,602
| +268% | +$1.96M | 0.18% | 108 |
|
|
2023
Q2 | $842K | Buy |
+4,696
| New | +$842K | 0.06% | 264 |
|
|
2017
Q2 | – | Sell |
-3,380
| Closed | -$363K | – | 283 |
|
|
2017
Q1 | $363K | Hold |
3,380
| – | – | 0.12% | 201 |
|
|
2016
Q4 | $387K | Buy |
+3,380
| New | +$387K | 0.14% | 173 |
|