Wealth Quarterback’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 |
-2,418
| Closed | -$305K | – | 135 |
|
|
2024
Q4 | $305K | Sell |
2,418
-183
| -7% | -$23.1K | 0.14% | 93 |
|
|
2024
Q3 | $355K | Sell |
2,601
-3,170
| -55% | -$432K | 0.18% | 86 |
|
|
2024
Q2 | $790K | Buy |
5,771
+1,149
| +25% | +$157K | 0.45% | 48 |
|
|
2024
Q1 | $687K | Buy |
4,622
+838
| +22% | +$125K | 0.38% | 59 |
|
|
2023
Q4 | $595K | Sell |
3,784
-131
| -3% | -$20.6K | 0.36% | 64 |
|
|
2023
Q3 | $610K | Buy |
3,915
+2,470
| +171% | +$385K | 0.53% | 47 |
|
|
2023
Q2 | $259K | Buy |
1,445
+104
| +8% | +$18.6K | 0.18% | 92 |
|
|
2023
Q1 | $260K | Sell |
1,341
-47
| -3% | -$9.12K | 0.22% | 90 |
|
|
2022
Q4 | $241K | Sell |
1,388
-23
| -2% | -$4K | 0.2% | 90 |
|
|
2022
Q3 | $228K | Buy |
1,411
+8
| +0.6% | +$1.29K | 0.24% | 89 |
|
|
2022
Q2 | $256K | Buy |
+1,403
| New | +$256K | 0.2% | 93 |
|
|
2021
Q3 | $259K | Buy |
4,695
+2,901
| +162% | +$160K | 0.17% | 95 |
|
|
2021
Q2 | $374K | Buy |
+1,794
| New | +$374K | 0.23% | 79 |
|
|
2020
Q4 | $731K | Sell |
4,338
-4,684
| -52% | -$789K | 0.61% | 41 |
|
|
2020
Q3 | $1M | Hold |
9,022
| – | – | 0.92% | 29 |
|
|
2020
Q2 | $1M | Buy |
9,022
+5,375
| +147% | +$598K | 0.92% | 29 |
|
|
2020
Q1 | $426K | Sell |
3,647
-1,315
| -27% | -$153K | 0.39% | 58 |
|
|
2019
Q4 | $78.6K | Buy |
+4,962
| New | +$78.6K | 0.07% | 187 |
|