Advance Capital 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 | $763K | Sell |
7,562
-803
| -10% | -$81.1K | 0.03% | 79 |
|
|
2025
Q1 | $920K | Buy |
8,365
+36
| +0.4% | +$3.96K | 0.04% | 61 |
|
|
2024
Q4 | $1.05M | Sell |
8,329
-399
| -5% | -$50.3K | 0.05% | 48 |
|
|
2024
Q3 | $1.19M | Buy |
8,728
+238
| +3% | +$32.4K | 0.05% | 45 |
|
|
2024
Q2 | $1.16M | Hold |
8,490
| – | – | 0.06% | 43 |
|
|
2024
Q1 | $1.26M | Sell |
8,490
-340
| -4% | -$50.5K | 0.09% | 40 |
|
|
2023
Q4 | $1.39M | Buy |
8,830
+6
| +0.1% | +$943 | 0.11% | 26 |
|
|
2023
Q3 | $1.38M | Sell |
8,824
-847
| -9% | -$132K | 0.13% | 25 |
|
|
2023
Q2 | $1.73M | Sell |
9,671
-200
| -2% | -$35.9K | 0.2% | 24 |
|
|
2023
Q1 | $1.91M | Hold |
9,871
| – | – | 0.34% | 22 |
|
|
2022
Q4 | $1.72M | Sell |
9,871
-169
| -2% | -$29.4K | 0.23% | 21 |
|
|
2022
Q3 | $1.62M | Sell |
10,040
-77
| -0.8% | -$12.4K | 0.2% | 20 |
|
|
2022
Q2 | $1.85M | Sell |
10,117
-4
| -0% | -$730 | 0.22% | 17 |
|
|
2022
Q1 | $2.17M | Hold |
10,121
| – | – | 0.26% | 15 |
|
|
2021
Q4 | $2.17M | Buy |
+10,121
| New | +$2.17M | 0.44% | 13 |
|