Washburn Capital Management’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 | – | Sell |
-9,220
| Closed | -$1.01M | – | 59 |
|
|
2025
Q1 | $1.01M | Buy |
+9,220
| New | +$1.01M | 0.67% | 22 |
|
|
2022
Q2 | – | Sell |
-5,864
| Closed | -$1.26M | – | 61 |
|
|
2022
Q1 | $1.26M | Sell |
5,864
-806
| -12% | -$173K | 0.82% | 21 |
|
|
2021
Q4 | $1.43M | Sell |
6,670
-200
| -3% | -$42.9K | 0.85% | 22 |
|
|
2021
Q3 | $1.25M | Sell |
6,870
-275
| -4% | -$50.1K | 0.82% | 22 |
|
|
2021
Q2 | $1.49M | Sell |
7,145
-260
| -4% | -$54.1K | 0.99% | 20 |
|
|
2021
Q1 | $1.26M | Sell |
7,405
-165
| -2% | -$28.1K | 0.85% | 24 |
|
|
2020
Q4 | $1.28M | Buy |
7,570
+1,175
| +18% | +$198K | 0.89% | 26 |
|
|
2020
Q3 | $1.07M | Buy |
6,395
+2,820
| +79% | +$470K | 0.84% | 26 |
|
|
2020
Q2 | $397K | Buy |
+3,575
| New | +$397K | 0.37% | 37 |
|