Tradewinds LLC’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 |
-4,584
| Closed | -$504K | – | 241 |
|
|
2025
Q1 | $504K | Buy |
4,584
+11
| +0.2% | +$1.21K | 0.14% | 116 |
|
|
2024
Q4 | $521K | Buy |
4,573
+86
| +2% | +$9.8K | 0.14% | 116 |
|
|
2024
Q3 | $612K | Buy |
4,487
+81
| +2% | +$11K | 0.19% | 101 |
|
|
2024
Q2 | $603K | Buy |
+4,406
| New | +$603K | 0.19% | 97 |
|
|
2023
Q3 | $642K | Sell |
4,121
-46
| -1% | -$7.17K | 0.38% | 42 |
|
|
2023
Q2 | $747K | Buy |
4,167
+396
| +11% | +$71K | 0.44% | 40 |
|
|
2023
Q1 | $732K | Buy |
+3,771
| New | +$732K | 0.44% | 40 |
|
|
2022
Q4 | – | Sell |
-3,743
| Closed | -$605K | – | 202 |
|
|
2022
Q3 | $605K | Buy |
3,743
+55
| +1% | +$8.89K | 0.44% | 42 |
|
|
2022
Q2 | $673K | Buy |
+3,688
| New | +$673K | 0.46% | 44 |
|