Woodward Diversified Capital’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 | $209K | Buy |
+2,066
| New | +$209K | 0.11% | 163 |
|
|
2024
Q4 | – | Sell |
-1,819
| Closed | -$248K | – | 165 |
|
|
2024
Q3 | $248K | Sell |
1,819
-53
| -3% | -$7.22K | 0.16% | 141 |
|
|
2024
Q2 | $256K | Buy |
1,872
+58
| +3% | +$7.94K | 0.15% | 135 |
|
|
2024
Q1 | $270K | Buy |
1,814
+110
| +6% | +$16.4K | 0.17% | 132 |
|
|
2023
Q4 | $268K | Buy |
1,704
+76
| +5% | +$11.9K | 0.17% | 125 |
|
|
2023
Q3 | $254K | Buy |
+1,628
| New | +$254K | 0.18% | 122 |
|