Winthrop Advisory Group’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 | $435K | Sell |
4,306
-142
| -3% | -$14.3K | 0.04% | 110 |
|
|
2025
Q1 | $489K | Sell |
4,448
-228
| -5% | -$25.1K | 0.06% | 93 |
|
|
2024
Q4 | $590K | Buy |
4,676
+35
| +0.8% | +$4.41K | 0.07% | 86 |
|
|
2024
Q3 | $633K | Sell |
4,641
-545
| -11% | -$74.3K | 0.08% | 75 |
|
|
2024
Q2 | $710K | Buy |
5,186
+2,842
| +121% | +$389K | 0.1% | 63 |
|
|
2024
Q1 | $348K | Hold |
2,344
| – | – | 0.05% | 105 |
|
|
2023
Q4 | $368K | Buy |
2,344
+4
| +0.2% | +$629 | 0.06% | 94 |
|
|
2023
Q3 | $365K | Sell |
2,340
-243
| -9% | -$37.9K | 0.06% | 89 |
|
|
2023
Q2 | $463K | Sell |
2,583
-53
| -2% | -$9.5K | 0.07% | 79 |
|
|
2023
Q1 | $511K | Buy |
2,636
+43
| +2% | +$8.34K | 0.09% | 70 |
|
|
2022
Q4 | $451K | Sell |
2,593
-61
| -2% | -$10.6K | 0.09% | 72 |
|
|
2022
Q3 | $429K | Buy |
2,654
+50
| +2% | +$8.08K | 0.09% | 66 |
|
|
2022
Q2 | $475K | Hold |
2,604
| – | – | 0.11% | 63 |
|
|
2022
Q1 | $559K | Buy |
2,604
+328
| +14% | +$70.4K | 0.12% | 63 |
|
|
2021
Q4 | $488K | Hold |
2,276
| – | – | 0.1% | 69 |
|
|
2021
Q3 | $415K | Buy |
2,276
+289
| +15% | +$52.7K | 0.09% | 68 |
|
|
2021
Q2 | $413K | Sell |
1,987
-9
| -0.5% | -$1.87K | 0.09% | 76 |
|
|
2021
Q1 | $339K | Buy |
1,996
+509
| +34% | +$86.4K | 0.08% | 87 |
|
|
2020
Q4 | $250K | Buy |
1,487
+183
| +14% | +$30.8K | 0.07% | 105 |
|
|
2020
Q3 | $221K | Buy |
+1,304
| New | +$221K | 0.07% | 108 |
|