YCG
Yeomans Consulting Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
+2,353
| New | +$246K | 0.1% | 93 |
|
|
2024
Q4 | – | Sell |
-2,801
| Closed | -$382K | – | 111 |
|
|
2024
Q3 | $382K | Sell |
2,801
-17
| -0.6% | -$2.32K | 0.14% | 65 |
|
|
2024
Q2 | $386K | Sell |
2,818
-327
| -10% | -$44.8K | 0.15% | 57 |
|
|
2024
Q1 | $467K | Sell |
3,145
-11
| -0.3% | -$1.64K | 0.2% | 49 |
|
|
2023
Q4 | $496K | Buy |
+3,156
| New | +$496K | 0.25% | 38 |
|