Teamwork Financial 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 | $1.57M | Buy |
15,555
+3,988
| +34% | +$403K | 0.18% | 75 |
|
|
2025
Q1 | $1.27M | Buy |
11,567
+1,777
| +18% | +$195K | 0.17% | 75 |
|
|
2024
Q4 | $1.23M | Buy |
9,790
+3,520
| +56% | +$444K | 0.16% | 78 |
|
|
2024
Q3 | $855K | Buy |
+6,270
| New | +$855K | 0.12% | 81 |
|
|
2022
Q2 | – | Sell |
-6,592
| Closed | -$1.41M | – | 254 |
|
|
2022
Q1 | $1.41M | Buy |
6,592
+1,799
| +38% | +$386K | 0.26% | 71 |
|
|
2021
Q4 | $1.03M | Sell |
4,793
-559
| -10% | -$120K | 0.19% | 118 |
|
|
2021
Q3 | $975K | Buy |
5,352
+721
| +16% | +$131K | 0.19% | 96 |
|
|
2021
Q2 | $963K | Sell |
4,631
-788
| -15% | -$164K | 0.2% | 97 |
|
|
2021
Q1 | $921K | Sell |
5,419
-100
| -2% | -$17K | 0.22% | 100 |
|
|
2020
Q4 | $929K | Buy |
5,519
+969
| +21% | +$163K | 0.22% | 90 |
|
|
2020
Q3 | $758K | Sell |
4,550
-2,598
| -36% | -$433K | 0.23% | 93 |
|
|
2020
Q2 | $795K | Buy |
7,148
+4,397
| +160% | +$489K | 0.28% | 81 |
|
|
2020
Q1 | $257K | Buy |
+2,751
| New | +$257K | 0.16% | 96 |
|