Symphony 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 | $1.22M | Buy |
12,033
+5,339
| +80% | +$543K | 0.16% | 105 |
|
|
2025
Q1 | $652K | Buy |
6,694
+386
| +6% | +$37.6K | 0.39% | 49 |
|
|
2024
Q4 | $837K | Buy |
6,308
+1,790
| +40% | +$238K | 0.13% | 110 |
|
|
2024
Q3 | $605K | Buy |
+4,518
| New | +$605K | 0.1% | 131 |
|
|
2023
Q3 | – | Sell |
-1,255
| Closed | -$221K | – | 189 |
|
|
2023
Q2 | $221K | Sell |
1,255
-22
| -2% | -$3.87K | 0.05% | 175 |
|
|
2023
Q1 | $244K | Sell |
1,277
-23
| -2% | -$4.4K | 0.06% | 188 |
|
|
2022
Q4 | $230K | Sell |
1,300
-340
| -21% | -$60.2K | 0.06% | 184 |
|
|
2022
Q3 | $271K | Buy |
1,640
+33
| +2% | +$5.45K | 0.09% | 168 |
|
|
2022
Q2 | $291K | Buy |
1,607
+8
| +0.5% | +$1.45K | 0.09% | 159 |
|
|
2022
Q1 | $308K | Buy |
1,599
+438
| +38% | +$84.4K | 0.07% | 162 |
|
|
2021
Q4 | $248K | Buy |
+1,161
| New | +$248K | 0.07% | 165 |
|