Addison 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 | $121K | Sell |
1,201
-58
| -5% | -$5.86K | 0.03% | 276 |
|
|
2025
Q1 | $138K | Buy |
1,259
+868
| +222% | +$95.5K | 0.04% | 255 |
|
|
2024
Q4 | $49.3K | Sell |
391
-899
| -70% | -$113K | 0.01% | 390 |
|
|
2024
Q3 | $176K | Buy |
1,290
+36
| +3% | +$4.91K | 0.05% | 236 |
|
|
2024
Q2 | $172K | Buy |
1,254
+53
| +4% | +$7.25K | 0.06% | 219 |
|
|
2024
Q1 | $179K | Buy |
1,201
+50
| +4% | +$7.43K | 0.06% | 203 |
|
|
2023
Q4 | $181K | Buy |
1,151
+727
| +171% | +$114K | 0.07% | 189 |
|
|
2023
Q3 | $66.1K | Sell |
424
-479
| -53% | -$74.7K | 0.03% | 293 |
|
|
2023
Q2 | $162K | Buy |
903
+58
| +7% | +$10.4K | 0.08% | 181 |
|
|
2023
Q1 | $164K | Buy |
845
+88
| +12% | +$17.1K | 0.09% | 160 |
|
|
2022
Q4 | $132K | Buy |
757
+55
| +8% | +$9.56K | 0.08% | 174 |
|
|
2022
Q3 | $113K | Buy |
702
+300
| +75% | +$48.3K | 0.07% | 176 |
|
|
2022
Q2 | $73K | Sell |
402
-116
| -22% | -$21.1K | 0.04% | 225 |
|
|
2022
Q1 | $111K | Buy |
518
+474
| +1,077% | +$102K | 0.06% | 199 |
|
|
2021
Q4 | $9K | Buy |
44
+38
| +633% | +$7.77K | 0.01% | 421 |
|
|
2021
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 434 |
|