TI-Trust’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 | $254K | Hold |
2,515
| – | – | 0.17% | 114 |
|
|
2025
Q1 | $277K | Hold |
2,515
| – | – | 0.18% | 111 |
|
|
2024
Q4 | $317K | Hold |
2,515
| – | – | 0.21% | 104 |
|
|
2024
Q3 | $343K | Hold |
2,515
| – | – | 0.25% | 102 |
|
|
2024
Q2 | $344K | Hold |
2,515
| – | – | 0.27% | 99 |
|
|
2024
Q1 | $374K | Buy |
2,515
+381
| +18% | +$56.6K | 0.27% | 97 |
|
|
2023
Q4 | $336K | Sell |
2,134
-67
| -3% | -$10.5K | 0.3% | 85 |
|
|
2023
Q3 | $343K | Hold |
2,201
| – | – | 0.33% | 83 |
|
|
2023
Q2 | $395K | Hold |
2,201
| – | – | 0.36% | 78 |
|
|
2023
Q1 | $427K | Hold |
2,201
| – | – | 0.4% | 73 |
|
|
2022
Q4 | $383K | Hold |
2,201
| – | – | 0.36% | 81 |
|
|
2022
Q3 | $356K | Hold |
2,201
| – | – | 0.38% | 83 |
|
|
2022
Q2 | $402K | Hold |
2,201
| – | – | 0.41% | 78 |
|
|
2022
Q1 | $472K | Buy |
+2,201
| New | +$472K | 0.43% | 76 |
|
|
2019
Q4 | $20K | Buy |
+175
| New | +$20K | 0.02% | 255 |
|