William Allan Corp’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 | $2.72M | Sell |
26,922
-3,146
| -10% | -$318K | 1.58% | 27 |
|
|
2025
Q1 | $3.31M | Buy |
30,068
+878
| +3% | +$96.6K | 2.07% | 20 |
|
|
2024
Q4 | $3.68M | Buy |
29,190
+811
| +3% | +$102K | 2.26% | 20 |
|
|
2024
Q3 | $3.87M | Buy |
28,379
+831
| +3% | +$113K | 2.4% | 17 |
|
|
2024
Q2 | $3.77M | Buy |
27,548
+253
| +0.9% | +$34.6K | 2.52% | 16 |
|
|
2024
Q1 | $4.06M | Buy |
27,295
+852
| +3% | +$127K | 2.69% | 17 |
|
|
2023
Q4 | $4.16M | Sell |
26,443
-179
| -0.7% | -$28.1K | 2.98% | 16 |
|
|
2023
Q3 | $4.15M | Sell |
26,622
-415
| -2% | -$64.7K | 3.29% | 11 |
|
|
2023
Q2 | $4.85M | Sell |
27,037
-3
| -0% | -$538 | 3.71% | 4 |
|
|
2023
Q1 | $5.25M | Sell |
27,040
-48
| -0.2% | -$9.31K | 4.17% | 4 |
|
|
2022
Q4 | $4.71M | Sell |
27,088
-546
| -2% | -$94.9K | 3.96% | 5 |
|
|
2022
Q3 | $4.46M | Buy |
27,634
+413
| +2% | +$66.7K | 4.12% | 5 |
|
|
2022
Q2 | $4.97M | Buy |
27,221
+584
| +2% | +$107K | 4.42% | 4 |
|
|
2022
Q1 | $5.71M | Buy |
26,637
+1,803
| +7% | +$387K | 4.31% | 4 |
|
|
2021
Q4 | $5.32M | Buy |
+24,834
| New | +$5.32M | 3.78% | 7 |
|