Union Savings Bank’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 | $123K | Buy |
1,427
+673
| +89% | +$58K | 0.06% | 160 |
|
2025
Q1 | $82.9K | Buy |
754
+27
| +4% | +$2.97K | 0.04% | 196 |
|
2024
Q4 | $91.7K | Sell |
727
-98
| -12% | -$12.4K | 0.05% | 179 |
|
2024
Q3 | $112K | Sell |
825
-312
| -27% | -$42.5K | 0.06% | 171 |
|
2024
Q2 | $156K | Hold |
1,137
| – | – | 0.08% | 141 |
|
2024
Q1 | $169K | Buy |
1,137
+100
| +10% | +$14.9K | 0.09% | 136 |
|
2023
Q4 | $163K | Hold |
1,037
| – | – | 0.09% | 136 |
|
2023
Q3 | $162K | Buy |
1,037
+50
| +5% | +$7.79K | 0.1% | 131 |
|
2023
Q2 | $185K | Buy |
+987
| New | +$185K | 0.11% | 127 |
|