TFC Financial 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 | $53.9K | Sell |
534
-5
| -0.9% | -$505 | 0.01% | 251 |
|
|
2025
Q1 | $59.3K | Sell |
539
-4
| -0.7% | -$440 | 0.01% | 240 |
|
|
2024
Q4 | $68.5K | Hold |
543
| – | – | 0.01% | 226 |
|
|
2024
Q3 | $74.1K | Sell |
543
-39
| -7% | -$5.32K | 0.01% | 222 |
|
|
2024
Q2 | $79.6K | Buy |
582
+28
| +5% | +$3.83K | 0.01% | 197 |
|
|
2024
Q1 | $82.4K | Buy |
554
+4
| +0.7% | +$595 | 0.01% | 192 |
|
|
2023
Q4 | $86.5K | Buy |
550
+12
| +2% | +$1.89K | 0.02% | 183 |
|
|
2023
Q3 | $83.9K | Sell |
538
-1
| -0.2% | -$156 | 0.02% | 178 |
|
|
2023
Q2 | $96.7K | Sell |
539
-41
| -7% | -$7.35K | 0.02% | 171 |
|
|
2023
Q1 | $113K | Buy |
580
+9
| +2% | +$1.75K | 0.03% | 154 |
|
|
2022
Q4 | $99.3K | Buy |
571
+4
| +0.7% | +$696 | 0.03% | 157 |
|
|
2022
Q3 | $92K | Hold |
567
| – | – | 0.03% | 153 |
|
|
2022
Q2 | $104K | Hold |
567
| – | – | 0.03% | 149 |
|
|
2022
Q1 | $122K | Hold |
567
| – | – | 0.03% | 145 |
|
|
2021
Q4 | $122K | Buy |
567
+40
| +8% | +$8.61K | 0.04% | 147 |
|
|
2021
Q3 | $96K | Hold |
527
| – | – | 0.03% | 162 |
|
|
2021
Q2 | $110K | Hold |
527
| – | – | 0.04% | 148 |
|
|
2021
Q1 | $90K | Hold |
527
| – | – | 0.04% | 157 |
|
|
2020
Q4 | $89K | Sell |
527
-200
| -28% | -$33.8K | 0.04% | 152 |
|
|
2020
Q3 | $121K | Buy |
+727
| New | +$121K | 0.06% | 102 |
|