TCM 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 | – | Hold |
0
| – | -$2.55M | – | 38 |
|
|
2025
Q1 | – | Hold |
0
| – | -$971K | – | 5 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1.13M | – | 38 |
|
|
2024
Q3 | – | Hold |
0
| – | -$1.05M | – | 34 |
|
|
2024
Q2 | – | Hold |
0
| – | -$1.2M | – | 35 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1.27M | – | 43 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1.17M | – | 36 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1.24M | – | 36 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.3M | – | 38 |
|
|
2023
Q1 | – | Hold |
0
| – | -$1.15M | – | 28 |
|
|
2022
Q4 | – | Hold |
0
| – | -$1.08M | – | 30 |
|
|
2022
Q3 | – | Hold |
0
| – | -$1.21M | – | 31 |
|
|
2022
Q2 | – | Hold |
0
| – | -$1.31M | – | 22 |
|
|
2022
Q1 | – | Sell |
-6,200
| Closed | -$1.32M | – | 24 |
|
|
2021
Q4 | $1.32M | Buy |
+6,200
| New | +$1.32M | 1.16% | 24 |
|