Thoroughbred Financial Services’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 |
-4,094
| Closed | -$450K | – | 701 |
|
2025
Q1 | $450K | Buy |
4,094
+9
| +0.2% | +$989 | 0.03% | 446 |
|
2024
Q4 | $515K | Sell |
4,085
-153
| -4% | -$19.3K | 0.03% | 393 |
|
2024
Q3 | $577K | Sell |
4,238
-125
| -3% | -$17K | 0.04% | 366 |
|
2024
Q2 | $597K | Buy |
4,363
+2,246
| +106% | +$307K | 0.04% | 356 |
|
2024
Q1 | $314K | Sell |
2,117
-2,553
| -55% | -$379K | 0.03% | 368 |
|
2023
Q4 | $734K | Sell |
4,670
-324
| -6% | -$50.9K | 0.06% | 295 |
|
2023
Q3 | $778K | Buy |
4,994
+2,164
| +76% | +$337K | 0.08% | 264 |
|
2023
Q2 | $507K | Sell |
2,830
-77
| -3% | -$13.8K | 0.07% | 255 |
|
2023
Q1 | $564K | Buy |
2,907
+68
| +2% | +$13.2K | 0.08% | 238 |
|
2022
Q4 | $493K | Buy |
2,839
+152
| +6% | +$26.4K | 0.08% | 241 |
|
2022
Q3 | $434K | Buy |
2,687
+77
| +3% | +$12.4K | 0.08% | 228 |
|
2022
Q2 | $476K | Sell |
2,610
-2
| -0.1% | -$365 | 0.09% | 223 |
|
2022
Q1 | $560K | Buy |
2,612
+590
| +29% | +$126K | 0.09% | 206 |
|
2021
Q4 | $433K | Buy |
2,022
+580
| +40% | +$124K | 0.09% | 216 |
|
2021
Q3 | $262K | Hold |
1,442
| – | – | 0.06% | 261 |
|
2021
Q2 | $300K | Sell |
1,442
-12
| -0.8% | -$2.5K | 0.08% | 237 |
|
2021
Q1 | $247K | Buy |
+1,454
| New | +$247K | 0.07% | 244 |
|