Towercrest Capital 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
Q1 | – | Sell |
-14,579
| Closed | -$1.84M | – | 99 |
|
|
2024
Q4 | $1.84M | Hold |
14,579
| – | – | 0.3% | 43 |
|
|
2024
Q3 | $1.99M | Hold |
14,579
| – | – | 0.32% | 42 |
|
|
2024
Q2 | $2M | Hold |
14,579
| – | – | 0.33% | 42 |
|
|
2024
Q1 | $2.17M | Sell |
14,579
-10
| -0.1% | -$1.49K | 0.37% | 41 |
|
|
2023
Q4 | $2.29M | Sell |
14,589
-13
| -0.1% | -$2.04K | 0.41% | 40 |
|
|
2023
Q3 | $2.28M | Buy |
14,602
+2
| +0% | +$312 | 0.44% | 38 |
|
|
2023
Q2 | $2.62M | Buy |
+14,600
| New | +$2.62M | 0.49% | 37 |
|