Access Financial Services’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
Q1 | – | Sell |
-8,025
| Closed | -$1.01M | – | 115 |
|
|
2024
Q4 | $1.01M | Sell |
8,025
-807
| -9% | -$102K | 0.45% | 59 |
|
|
2024
Q3 | $1.2M | Sell |
8,832
-750
| -8% | -$102K | 0.55% | 54 |
|
|
2024
Q2 | $1.31M | Sell |
9,582
-21
| -0.2% | -$2.87K | 0.6% | 51 |
|
|
2024
Q1 | $1.43M | Sell |
9,603
-24
| -0.2% | -$3.57K | 0.64% | 51 |
|
|
2023
Q4 | $1.51M | Sell |
9,627
-51
| -0.5% | -$8.02K | 0.78% | 34 |
|
|
2023
Q3 | $1.51M | Sell |
9,678
-13
| -0.1% | -$2.03K | 0.9% | 31 |
|
|
2023
Q2 | $1.74M | Buy |
9,691
+501
| +5% | +$89.8K | 1.01% | 22 |
|
|
2023
Q1 | $1.78M | Sell |
9,190
-689
| -7% | -$134K | 1.08% | 19 |
|
|
2022
Q4 | $1.72M | Buy |
9,879
+2,305
| +30% | +$401K | 1.05% | 16 |
|
|
2022
Q3 | $1.22M | Sell |
7,574
-1,263
| -14% | -$204K | 0.79% | 33 |
|
|
2022
Q2 | $1.61M | Buy |
8,837
+673
| +8% | +$123K | 0.92% | 20 |
|
|
2022
Q1 | $1.75M | Sell |
8,164
-49
| -0.6% | -$10.5K | 0.83% | 28 |
|
|
2021
Q4 | $1.76M | Sell |
8,213
-991
| -11% | -$212K | 0.79% | 39 |
|
|
2021
Q3 | $1.68M | Sell |
9,204
-843
| -8% | -$154K | 0.76% | 39 |
|
|
2021
Q2 | $2.09M | Sell |
10,047
-3,526
| -26% | -$733K | 0.97% | 21 |
|
|
2021
Q1 | $2.31M | Sell |
13,573
-454
| -3% | -$77.2K | 1.08% | 20 |
|
|
2020
Q4 | $2.36M | Sell |
14,027
-707
| -5% | -$119K | 1.16% | 19 |
|
|
2020
Q3 | $2.46M | Sell |
14,734
-4,023
| -21% | -$670K | 1.33% | 17 |
|
|
2020
Q2 | $2.09M | Buy |
18,757
+8,685
| +86% | +$965K | 1.37% | 18 |
|
|
2020
Q1 | $941K | Sell |
10,072
-3,506
| -26% | -$328K | 0.75% | 33 |
|
|
2019
Q4 | $1.59M | Sell |
13,578
-81
| -0.6% | -$9.48K | 0.92% | 32 |
|
|
2019
Q3 | $1.64M | Sell |
13,659
-3,558
| -21% | -$426K | 1.17% | 27 |
|
|
2019
Q2 | $1.78M | Buy |
17,217
+1,291
| +8% | +$133K | 1.36% | 19 |
|
|
2019
Q1 | $1.78M | Buy |
15,926
+2,180
| +16% | +$244K | 1.4% | 18 |
|
|
2018
Q4 | $1.34M | Sell |
13,746
-2,039
| -13% | -$199K | 1.19% | 22 |
|
|
2018
Q3 | $1.84M | Sell |
15,785
-83
| -0.5% | -$9.69K | 1.27% | 13 |
|
|
2018
Q2 | $1.69M | Buy |
15,868
+316
| +2% | +$33.6K | 1.19% | 17 |
|
|
2018
Q1 | $1.63M | Buy |
15,552
+1,141
| +8% | +$119K | 1.2% | 18 |
|
|
2017
Q4 | $1.72M | Sell |
14,411
-190
| -1% | -$22.6K | 1.18% | 20 |
|
|
2017
Q3 | $1.75M | Buy |
14,601
+46
| +0.3% | +$5.52K | 1.34% | 15 |
|
|
2017
Q2 | $1.61M | Buy |
14,555
+340
| +2% | +$37.6K | 1.32% | 17 |
|
|
2017
Q1 | $1.53M | Buy |
14,215
+4,295
| +43% | +$461K | 1.29% | 15 |
|
|
2016
Q4 | $1.14M | Buy |
+9,920
| New | +$1.14M | 1.03% | 24 |
|