World Equity 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 | $284K | Buy |
2,816
+6
| +0.2% | +$606 | 0.08% | 258 |
|
|
2025
Q1 | $331K | Sell |
2,810
-2,252
| -44% | -$265K | 0.09% | 211 |
|
|
2024
Q4 | $638K | Buy |
5,062
+2,367
| +88% | +$298K | 0.14% | 157 |
|
|
2024
Q3 | $368K | Sell |
2,695
-461
| -15% | -$62.9K | 0.13% | 155 |
|
|
2024
Q2 | $432K | Sell |
3,156
-3,140
| -50% | -$430K | 0.13% | 171 |
|
|
2024
Q1 | $936K | Buy |
6,296
+2,352
| +60% | +$350K | 0.19% | 130 |
|
|
2023
Q4 | $620K | Sell |
3,944
-1,134
| -22% | -$178K | 0.12% | 169 |
|
|
2023
Q3 | $759K | Buy |
5,078
+2,566
| +102% | +$383K | 0.16% | 148 |
|
|
2023
Q2 | $450K | Sell |
2,512
-18,857
| -88% | -$3.38M | 0.13% | 195 |
|
|
2023
Q1 | $1.12M | Buy |
21,369
+17,568
| +462% | +$923K | 0.17% | 151 |
|
|
2022
Q4 | $661K | Buy |
3,801
+161
| +4% | +$28K | 0.16% | 150 |
|
|
2022
Q3 | $588K | Buy |
3,640
+98
| +3% | +$15.8K | 0.15% | 145 |
|
|
2022
Q2 | $646K | Buy |
3,542
+189
| +6% | +$34.5K | 0.16% | 150 |
|
|
2022
Q1 | $719K | Buy |
+3,353
| New | +$719K | 0.16% | 161 |
|