TD Capital Management’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 | $21.7K | Buy |
+215
| New | +$21.7K | ﹤0.01% | 302 |
|
|
2023
Q4 | – | Sell |
-495
| Closed | -$77.2K | – | 435 |
|
|
2023
Q3 | $77.2K | Buy |
495
+4
| +0.8% | +$624 | 0.01% | 145 |
|
|
2023
Q2 | $87.9K | Buy |
491
+5
| +1% | +$895 | 0.01% | 136 |
|
|
2023
Q1 | $94.3K | Buy |
486
+4
| +0.8% | +$776 | 0.01% | 130 |
|
|
2022
Q4 | $83.7K | Buy |
482
+4
| +0.8% | +$695 | 0.01% | 133 |
|
|
2022
Q3 | $77K | Buy |
+478
| New | +$77K | 0.01% | 131 |
|
|
2022
Q1 | – | Sell |
-417
| Closed | -$89K | – | 325 |
|
|
2021
Q4 | $89K | Buy |
417
+2
| +0.5% | +$427 | 0.01% | 132 |
|
|
2021
Q3 | $76K | Buy |
415
+2
| +0.5% | +$366 | 0.01% | 133 |
|
|
2021
Q2 | $86K | Buy |
413
+2
| +0.5% | +$416 | 0.01% | 117 |
|
|
2021
Q1 | $70K | Buy |
411
+2
| +0.5% | +$341 | 0.01% | 121 |
|
|
2020
Q4 | $69K | Buy |
409
+3
| +0.7% | +$506 | 0.01% | 105 |
|
|
2020
Q3 | $68K | Buy |
406
+2
| +0.5% | +$335 | 0.01% | 93 |
|
|
2020
Q2 | $45K | Buy |
404
+104
| +35% | +$11.6K | 0.01% | 113 |
|
|
2020
Q1 | $28K | Buy |
+300
| New | +$28K | 0.01% | 125 |
|
|
2013
Q4 | – | Sell |
-1,218
| Closed | -$111K | – | 196 |
|
|
2013
Q3 | $111K | Buy |
1,218
+1
| +0.1% | +$91 | 0.03% | 84 |
|
|
2013
Q2 | $105K | Buy |
+1,217
| New | +$105K | 0.03% | 84 |
|