XF
XML Financial’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Sell |
38,074
-2,542
| -6% | -$257K | 0.33% | 77 |
|
|
2025
Q1 | $4.47M | Sell |
40,616
-818
| -2% | -$90K | 0.42% | 67 |
|
|
2024
Q4 | $5.22M | Sell |
41,434
-1,560
| -4% | -$197K | 0.48% | 58 |
|
|
2024
Q3 | $5.86M | Buy |
42,994
+2,140
| +5% | +$292K | 0.54% | 53 |
|
|
2024
Q2 | $5.59M | Buy |
40,854
+2,301
| +6% | +$315K | 0.56% | 51 |
|
|
2024
Q1 | $5.73M | Sell |
38,553
-8,830
| -19% | -$1.31M | 0.59% | 48 |
|
|
2023
Q4 | $7.45M | Buy |
47,383
+582
| +1% | +$91.5K | 0.79% | 35 |
|
|
2023
Q3 | $7.29M | Sell |
46,801
-330
| -0.7% | -$51.4K | 0.87% | 31 |
|
|
2023
Q2 | $8.45M | Buy |
47,131
+234
| +0.5% | +$41.9K | 0.98% | 27 |
|
|
2023
Q1 | $9.1M | Buy |
46,897
+747
| +2% | +$145K | 1.11% | 22 |
|
|
2022
Q4 | $8.02M | Buy |
46,150
+3,846
| +9% | +$669K | 1.01% | 30 |
|
|
2022
Q3 | $6.83M | Buy |
+42,304
| New | +$6.83M | 0.95% | 35 |
|
|
2022
Q2 | – | Sell |
-40,174
| Closed | -$8.62M | – | 329 |
|
|
2022
Q1 | $8.62M | Buy |
40,174
+70
| +0.2% | +$15K | 1.02% | 28 |
|
|
2021
Q4 | $8.6M | Buy |
40,104
+179
| +0.4% | +$38.4K | 1.04% | 25 |
|
|
2021
Q3 | $7.27M | Buy |
39,925
+38,953
| +4,008% | +$7.09M | 0.97% | 28 |
|
|
2021
Q2 | $202K | Buy |
+972
| New | +$202K | 0.04% | 216 |
|