Tidemark’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 | $30.8K | Buy |
305
+5
| +2% | +$504 | 0.01% | 302 |
|
2025
Q1 | $33K | Buy |
300
+3
| +1% | +$330 | 0.01% | 291 |
|
2024
Q4 | $37.4K | Buy |
297
+161
| +118% | +$20.3K | 0.01% | 276 |
|
2024
Q3 | $18.7K | Hold |
136
| – | – | 0.01% | 345 |
|
2024
Q2 | $18.6K | Buy |
136
+1
| +0.7% | +$137 | 0.01% | 328 |
|
2024
Q1 | $20K | Buy |
135
+1
| +0.7% | +$148 | 0.01% | 333 |
|
2023
Q4 | $21K | Buy |
+134
| New | +$21K | 0.01% | 323 |
|