Tandem Investment Advisors’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 | – | Sell |
-2,442
| Closed | -$269K | – | 73 |
|
|
2025
Q1 | $269K | Buy |
2,442
+829
| +51% | +$91.3K | 0.01% | 65 |
|
|
2024
Q4 | $203K | Sell |
1,613
-50
| -3% | -$6.29K | 0.01% | 82 |
|
|
2024
Q3 | $227K | Buy |
1,663
+87
| +6% | +$11.9K | 0.01% | 77 |
|
|
2024
Q2 | $216K | Sell |
1,576
-90
| -5% | -$12.3K | 0.01% | 77 |
|
|
2024
Q1 | $248K | Buy |
+1,666
| New | +$248K | 0.01% | 74 |
|
|
2023
Q4 | – | Sell |
-1,333
| Closed | -$208K | – | 85 |
|
|
2023
Q3 | $208K | Buy |
+1,333
| New | +$208K | 0.01% | 75 |
|