Transcendent Capital Group’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 |
-129
| Closed | -$16.3K | – | 396 |
|
|
2024
Q4 | $16.3K | Hold |
129
| – | – | 0.01% | 297 |
|
|
2024
Q3 | $17.6K | Hold |
129
| – | – | 0.01% | 304 |
|
|
2024
Q2 | $17.7K | Buy |
129
+7
| +6% | +$958 | 0.01% | 274 |
|
|
2024
Q1 | $18.1K | Sell |
122
-940
| -89% | -$140K | 0.01% | 267 |
|
|
2023
Q4 | $167K | Buy |
+1,062
| New | +$167K | 0.11% | 82 |
|