US Asset Management 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 | $203K | Hold |
2,008
| – | – | 0.18% | 122 |
|
|
2025
Q1 | $221K | Sell |
2,008
-15
| -0.7% | -$1.65K | 0.21% | 113 |
|
|
2024
Q4 | $255K | Sell |
2,023
-125
| -6% | -$15.8K | 0.23% | 109 |
|
|
2024
Q3 | $287K | Sell |
2,148
-7
| -0.3% | -$935 | 0.25% | 100 |
|
|
2024
Q2 | $295K | Sell |
2,155
-54
| -2% | -$7.39K | 0.27% | 102 |
|
|
2024
Q1 | $328K | Sell |
2,209
-36
| -2% | -$5.35K | 0.3% | 100 |
|
|
2023
Q4 | $353K | Buy |
+2,245
| New | +$353K | 0.35% | 92 |
|
|
2023
Q2 | $404K | Sell |
2,253
-3
| -0.1% | -$538 | 0.43% | 79 |
|
|
2023
Q1 | $438K | Sell |
2,256
-12
| -0.5% | -$2.33K | 0.45% | 72 |
|
|
2022
Q4 | $394K | Buy |
+2,268
| New | +$394K | 0.43% | 75 |
|
|
2022
Q2 | $414K | Hold |
2,268
| – | – | 0.45% | 68 |
|
|
2022
Q1 | $486K | Hold |
2,268
| – | – | 0.45% | 66 |
|
|
2021
Q4 | $486K | Sell |
2,268
-4
| -0.2% | -$857 | 0.47% | 70 |
|
|
2021
Q3 | $414K | Buy |
+2,272
| New | +$414K | 0.4% | 76 |
|