Taylor Financial Group’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 | $670K | Sell |
6,635
-890
| -12% | -$89.8K | 0.42% | 49 |
|
|
2025
Q1 | $828K | Buy |
7,525
+2,439
| +48% | +$268K | 0.58% | 39 |
|
|
2024
Q4 | $641K | Buy |
5,086
+63
| +1% | +$7.94K | 0.44% | 49 |
|
|
2024
Q3 | $685K | Buy |
5,023
+100
| +2% | +$13.6K | 0.47% | 45 |
|
|
2024
Q2 | $674K | Hold |
4,923
| – | – | 0.52% | 45 |
|
|
2024
Q1 | $732K | Sell |
4,923
-225
| -4% | -$33.4K | 0.56% | 44 |
|
|
2023
Q4 | $809K | Buy |
+5,148
| New | +$809K | 0.67% | 41 |
|