Trifecta Capital Advisors’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 | $2.52K | Hold |
25
| – | – | ﹤0.01% | 319 |
|
2025
Q1 | $2.75K | Hold |
25
| – | – | ﹤0.01% | 282 |
|
2024
Q4 | $3.15K | Hold |
25
| – | – | ﹤0.01% | 259 |
|
2024
Q3 | $3.41K | Hold |
25
| – | – | ﹤0.01% | 260 |
|
2024
Q2 | $3.42K | Hold |
25
| – | – | ﹤0.01% | 265 |
|
2024
Q1 | $3.72K | Hold |
25
| – | – | ﹤0.01% | 250 |
|
2023
Q4 | $3.93K | Hold |
25
| – | – | ﹤0.01% | 266 |
|
2023
Q3 | $3.9K | Hold |
25
| – | – | ﹤0.01% | 249 |
|
2023
Q2 | $4.48K | Hold |
25
| – | – | ﹤0.01% | 230 |
|
2023
Q1 | $4.85K | Hold |
25
| – | – | ﹤0.01% | 229 |
|
2022
Q4 | $4.35K | Buy |
+25
| New | +$4.35K | ﹤0.01% | 224 |
|