U.S. Global Investors (USGI)’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 | $250K | Buy |
2,475
+774
| +46% | +$78.1K | 0.03% | 103 |
|
|
2025
Q1 | $187K | Buy |
1,701
+310
| +22% | +$34.1K | 0.02% | 112 |
|
|
2024
Q4 | $175K | Sell |
1,391
-108
| -7% | -$13.6K | 0.02% | 111 |
|
|
2024
Q3 | $204K | Buy |
1,499
+304
| +25% | +$41.4K | 0.02% | 117 |
|
|
2024
Q2 | $166K | Hold |
1,195
| – | – | 0.02% | 115 |
|
|
2024
Q1 | $178K | Buy |
1,195
+263
| +28% | +$39.1K | 0.01% | 114 |
|
|
2023
Q4 | $147K | Buy |
932
+272
| +41% | +$42.8K | 0.01% | 110 |
|
|
2023
Q3 | $103K | Buy |
660
+53
| +9% | +$8.26K | 0.01% | 105 |
|
|
2023
Q2 | $109K | Buy |
607
+4
| +0.7% | +$717 | 0.01% | 104 |
|
|
2023
Q1 | $117K | Sell |
603
-195
| -24% | -$37.8K | 0.01% | 107 |
|
|
2022
Q4 | $139K | Sell |
798
-21
| -3% | -$3.65K | 0.01% | 102 |
|
|
2022
Q3 | $132K | Sell |
819
-650
| -44% | -$105K | 0.01% | 103 |
|
|
2022
Q2 | $268K | Buy |
1,469
+18
| +1% | +$3.28K | 0.01% | 97 |
|
|
2022
Q1 | $311K | Buy |
+1,451
| New | +$311K | 0.01% | 103 |
|
|
2018
Q4 | – | Sell |
-19,559
| Closed | -$2.28M | – | 160 |
|
|
2018
Q3 | $2.28M | Buy |
19,559
+2,359
| +14% | +$275K | 1.1% | 23 |
|
|
2018
Q2 | $1.83M | Buy |
+17,200
| New | +$1.83M | 0.83% | 28 |
|
|
2016
Q4 | – | Sell |
-17,520
| Closed | -$1.92M | – | 209 |
|
|
2016
Q3 | $1.92M | Buy |
17,520
+1,163
| +7% | +$127K | 0.91% | 21 |
|
|
2016
Q2 | $1.76M | Sell |
16,357
-100
| -0.6% | -$10.8K | 0.97% | 22 |
|
|
2016
Q1 | $1.74M | Buy |
+16,457
| New | +$1.74M | 0.93% | 28 |
|