Sweeney & Michel’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 | $249K | Sell |
2,461
-317
| -11% | -$32.1K | 0.09% | 115 |
|
|
2025
Q1 | $255K | Buy |
+2,778
| New | +$255K | 0.11% | 106 |
|
|
2024
Q3 | $363K | Buy |
2,668
+28
| +1% | +$3.81K | 0.14% | 91 |
|
|
2024
Q2 | $355K | Buy |
2,640
+20
| +0.8% | +$2.69K | 0.15% | 88 |
|
|
2024
Q1 | $388K | Buy |
+2,620
| New | +$388K | 0.17% | 80 |
|
|
2023
Q3 | $414K | Buy |
2,916
+22
| +0.8% | +$3.12K | 0.22% | 70 |
|
|
2023
Q2 | $522K | Sell |
2,894
-280
| -9% | -$50.5K | 0.27% | 63 |
|
|
2023
Q1 | $532K | Buy |
+3,174
| New | +$532K | 0.28% | 57 |
|