ARC
Advisor Resource Council’s United Parcel Service UPS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,970
| Closed | -$437K | – | 546 |
|
2025
Q1 | $437K | Buy |
+3,970
| New | +$437K | 0.04% | 386 |
|
2024
Q1 | – | Sell |
-4,805
| Closed | -$756K | – | 499 |
|
2023
Q4 | $756K | Buy |
+4,805
| New | +$756K | 0.09% | 224 |
|
2022
Q3 | – | Sell |
-5,257
| Closed | -$960K | – | 470 |
|
2022
Q2 | $960K | Buy |
+5,257
| New | +$960K | 0.09% | 198 |
|
2022
Q1 | – | Sell |
-4,876
| Closed | -$1.05M | – | 522 |
|
2021
Q4 | $1.05M | Buy |
+4,876
| New | +$1.05M | 0.08% | 236 |
|
2021
Q3 | – | Sell |
-2,051
| Closed | -$426K | – | 469 |
|
2021
Q2 | $426K | Buy |
+2,051
| New | +$426K | 0.04% | 330 |
|