Walker Financial Services’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 |
-1,910
| Closed | -$272K | – | 36 |
|
|
2024
Q4 | $272K | Sell |
1,910
-306
| -14% | -$43.6K | 0.16% | 26 |
|
|
2024
Q3 | $328K | Buy |
2,216
+11
| +0.5% | +$1.63K | 0.22% | 22 |
|
|
2024
Q2 | $327K | Sell |
2,205
-11
| -0.5% | -$1.63K | 0.26% | 19 |
|
|
2024
Q1 | $349K | Buy |
2,216
+108
| +5% | +$17K | 0.29% | 20 |
|
|
2023
Q4 | $347K | Buy |
2,108
+2
| +0.1% | +$329 | 0.36% | 18 |
|
|
2023
Q3 | $344K | Sell |
2,106
-40
| -2% | -$6.54K | 0.33% | 20 |
|
|
2023
Q2 | $389K | Buy |
2,146
+67
| +3% | +$12.1K | 0.38% | 19 |
|
|
2023
Q1 | $400K | Hold |
2,079
| – | – | 0.41% | 18 |
|
|
2022
Q4 | $400K | Buy |
+2,079
| New | +$400K | 0.41% | 18 |
|
|
2022
Q3 | – | Sell |
-1,227
| Closed | -$224K | – | 23 |
|
|
2022
Q2 | $224K | Buy |
1,227
+10
| +0.8% | +$1.83K | 0.22% | 24 |
|
|
2022
Q1 | $261K | Buy |
+1,217
| New | +$261K | 0.24% | 20 |
|