Accordant Advisory Group’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 | $1.5M | Buy |
14,837
+709
| +5% | +$71.6K | 1.12% | 27 |
|
|
2025
Q1 | $1.55M | Sell |
14,128
-335
| -2% | -$36.8K | 1.52% | 19 |
|
|
2024
Q4 | $1.82M | Buy |
14,463
+942
| +7% | +$119K | 1.76% | 19 |
|
|
2024
Q3 | $1.84M | Buy |
13,521
+4,045
| +43% | +$551K | 1.47% | 22 |
|
|
2024
Q2 | $1.3M | Buy |
9,476
+335
| +4% | +$45.8K | 1.23% | 30 |
|
|
2024
Q1 | $1.36M | Buy |
+9,141
| New | +$1.36M | 1.02% | 32 |
|