180 Wealth Advisors’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 | $261K | Buy |
2,582
+268
| +12% | +$27.1K | 0.04% | 359 |
|
|
2025
Q1 | $255K | Buy |
2,314
+36
| +2% | +$3.96K | 0.04% | 344 |
|
|
2024
Q4 | $287K | Sell |
2,278
-25
| -1% | -$3.15K | 0.05% | 328 |
|
|
2024
Q3 | $314K | Buy |
2,303
+755
| +49% | +$103K | 0.05% | 325 |
|
|
2024
Q2 | $214K | Sell |
1,548
-109
| -7% | -$15.1K | 0.03% | 392 |
|
|
2024
Q1 | $246K | Buy |
1,657
+127
| +8% | +$18.9K | 0.04% | 334 |
|
|
2023
Q4 | $242K | Sell |
1,530
-60
| -4% | -$9.5K | 0.05% | 316 |
|
|
2023
Q3 | $248K | Sell |
1,590
-77
| -5% | -$12K | 0.06% | 292 |
|
|
2023
Q2 | $306K | Sell |
1,667
-247
| -13% | -$45.4K | 0.07% | 257 |
|
|
2023
Q1 | $371K | Sell |
1,914
-73
| -4% | -$14.2K | 0.09% | 225 |
|
|
2022
Q4 | $357K | Sell |
1,987
-19
| -0.9% | -$3.41K | 0.08% | 235 |
|
|
2022
Q3 | $324K | Sell |
2,006
-91
| -4% | -$14.7K | 0.09% | 228 |
|
|
2022
Q2 | $388K | Sell |
2,097
-412
| -16% | -$76.2K | 0.1% | 194 |
|
|
2022
Q1 | $478K | Sell |
2,509
-14
| -0.6% | -$2.67K | 0.1% | 184 |
|
|
2021
Q4 | $510K | Sell |
2,523
-255
| -9% | -$51.5K | 0.11% | 172 |
|
|
2021
Q3 | $538K | Sell |
2,778
-97
| -3% | -$18.8K | 0.12% | 164 |
|
|
2021
Q2 | $548K | Sell |
2,875
-1,010
| -26% | -$193K | 0.13% | 158 |
|
|
2021
Q1 | $823K | Buy |
3,885
+755
| +24% | +$160K | 0.2% | 117 |
|
|
2020
Q4 | $489K | Sell |
3,130
-340
| -10% | -$53.1K | 0.14% | 148 |
|
|
2020
Q3 | $607K | Sell |
3,470
-94
| -3% | -$16.4K | 0.23% | 100 |
|
|
2020
Q2 | $423K | Sell |
3,564
-975
| -21% | -$116K | 0.17% | 131 |
|
|
2020
Q1 | $422K | Buy |
4,539
+649
| +17% | +$60.3K | 0.22% | 114 |
|
|
2019
Q4 | $459K | Buy |
3,890
+456
| +13% | +$53.8K | 0.18% | 135 |
|
|
2019
Q3 | $398K | Buy |
+3,434
| New | +$398K | 0.18% | 157 |
|