Absher Wealth Management’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 | $605K | Buy |
5,996
+300
| +5% | +$30.3K | 0.08% | 50 |
|
|
2025
Q1 | $627K | Buy |
5,696
+500
| +10% | +$55K | 0.08% | 51 |
|
|
2024
Q4 | $655K | Buy |
5,196
+553
| +12% | +$69.7K | 0.09% | 49 |
|
|
2024
Q3 | $633K | Buy |
4,643
+977
| +27% | +$133K | 0.08% | 51 |
|
|
2024
Q2 | $502K | Buy |
3,666
+775
| +27% | +$106K | 0.07% | 47 |
|
|
2024
Q1 | $430K | Buy |
2,891
+124
| +4% | +$18.4K | 0.06% | 48 |
|
|
2023
Q4 | $435K | Buy |
2,767
+160
| +6% | +$25.2K | 0.07% | 45 |
|
|
2023
Q3 | $406K | Sell |
2,607
-717
| -22% | -$112K | 0.07% | 45 |
|
|
2023
Q2 | $596K | Buy |
3,324
+507
| +18% | +$90.9K | 0.1% | 42 |
|
|
2023
Q1 | $546K | Sell |
2,817
-1,026
| -27% | -$199K | 0.09% | 41 |
|
|
2022
Q4 | $668K | Buy |
3,843
+1,400
| +57% | +$243K | 0.12% | 38 |
|
|
2022
Q3 | $395K | Sell |
2,443
-3,114
| -56% | -$503K | 0.08% | 44 |
|
|
2022
Q2 | $1.01M | Buy |
5,557
+2,184
| +65% | +$399K | 0.2% | 35 |
|
|
2022
Q1 | $723K | Buy |
3,373
+343
| +11% | +$73.5K | 0.12% | 42 |
|
|
2021
Q4 | $649K | Sell |
3,030
-309
| -9% | -$66.2K | 0.11% | 47 |
|
|
2021
Q3 | $608K | Buy |
3,339
+1,534
| +85% | +$279K | 0.11% | 46 |
|
|
2021
Q2 | $375K | Sell |
1,805
-355
| -16% | -$73.8K | 0.07% | 58 |
|
|
2021
Q1 | $367K | Sell |
2,160
-50
| -2% | -$8.5K | 0.07% | 59 |
|
|
2020
Q4 | $372K | Sell |
2,210
-24
| -1% | -$4.04K | 0.08% | 58 |
|
|
2020
Q3 | $372K | Sell |
2,234
-58
| -3% | -$9.66K | 0.09% | 54 |
|
|
2020
Q2 | $255K | Buy |
2,292
+105
| +5% | +$11.7K | 0.07% | 62 |
|
|
2020
Q1 | $204K | Buy |
+2,187
| New | +$204K | 0.06% | 62 |
|