Tennessee Valley Asset Management Partners’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 |
-2,079
| Closed | -$229K | – | 154 |
|
|
2025
Q1 | $229K | Sell |
2,079
-215
| -9% | -$23.7K | 0.04% | 151 |
|
|
2024
Q4 | $289K | Buy |
2,294
+6
| +0.3% | +$756 | 0.05% | 127 |
|
|
2024
Q3 | $312K | Buy |
+2,288
| New | +$312K | 0.05% | 128 |
|
|
2024
Q1 | – | Sell |
-167
| Closed | -$26.3K | – | 729 |
|
|
2023
Q4 | $26.3K | Buy |
+167
| New | +$26.3K | ﹤0.01% | 308 |
|