WCM
Wedge Capital Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
106,014
+19,589
| +23% | +$1.98M | 0.19% | 138 |
|
|
2025
Q1 | $9.51M | Sell |
86,425
-4,830
| -5% | -$531K | 0.18% | 152 |
|
|
2024
Q4 | $11.5M | Sell |
91,255
-3,890
| -4% | -$491K | 0.21% | 124 |
|
|
2024
Q3 | $13M | Buy |
+95,145
| New | +$13M | 0.22% | 127 |
|
|
2024
Q2 | – | Sell |
-1,484
| Closed | -$221K | – | 512 |
|
|
2024
Q1 | $221K | Buy |
1,484
+60
| +4% | +$8.92K | ﹤0.01% | 486 |
|
|
2023
Q4 | $224K | Buy |
1,424
+80
| +6% | +$12.6K | ﹤0.01% | 478 |
|
|
2023
Q3 | $209K | Buy |
1,344
+7
| +0.5% | +$1.09K | ﹤0.01% | 486 |
|
|
2023
Q2 | $240K | Hold |
1,337
| – | – | ﹤0.01% | 495 |
|
|
2023
Q1 | $259K | Buy |
1,337
+6
| +0.5% | +$1.16K | ﹤0.01% | 366 |
|
|
2022
Q4 | $231K | Buy |
1,331
+23
| +2% | +$3.99K | ﹤0.01% | 382 |
|
|
2022
Q3 | $211K | Sell |
1,308
-3
| -0.2% | -$484 | ﹤0.01% | 373 |
|
|
2022
Q2 | $239K | Buy |
1,311
+55
| +4% | +$10K | ﹤0.01% | 373 |
|
|
2022
Q1 | $269K | Buy |
+1,256
| New | +$269K | ﹤0.01% | 370 |
|