Advisornet Financial’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 | $92.9K | Sell |
920
-309
| -25% | -$31.2K | 0.01% | 782 |
|
|
2025
Q1 | $135K | Sell |
1,229
-510
| -29% | -$56.1K | 0.01% | 642 |
|
|
2024
Q4 | $219K | Sell |
1,739
-84
| -5% | -$10.6K | 0.02% | 483 |
|
|
2024
Q3 | $249K | Buy |
1,823
+633
| +53% | +$86.3K | 0.02% | 478 |
|
|
2024
Q2 | $163K | Buy |
1,190
+51
| +4% | +$6.98K | 0.01% | 525 |
|
|
2024
Q1 | $169K | Buy |
1,139
+42
| +4% | +$6.24K | 0.02% | 509 |
|
|
2023
Q4 | $172K | Sell |
1,097
-497
| -31% | -$78.1K | 0.02% | 505 |
|
|
2023
Q3 | $248K | Sell |
1,594
-5,320
| -77% | -$829K | 0.02% | 414 |
|
|
2023
Q2 | $1.24M | Sell |
6,914
-74
| -1% | -$13.3K | 0.11% | 189 |
|
|
2023
Q1 | $1.36M | Buy |
6,988
+209
| +3% | +$40.5K | 0.12% | 174 |
|
|
2022
Q4 | $1.18M | Sell |
6,779
-193
| -3% | -$33.6K | 0.12% | 185 |
|
|
2022
Q3 | $1.13M | Sell |
6,972
-1,298
| -16% | -$210K | 0.11% | 188 |
|
|
2022
Q2 | $1.51M | Buy |
8,270
+970
| +13% | +$177K | 0.15% | 159 |
|
|
2022
Q1 | $1.57M | Buy |
7,300
+536
| +8% | +$115K | 0.1% | 183 |
|
|
2021
Q4 | $1.45M | Sell |
6,764
-28
| -0.4% | -$6K | 0.09% | 198 |
|
|
2021
Q3 | $1.24M | Sell |
6,792
-93
| -1% | -$16.9K | 0.09% | 200 |
|
|
2021
Q2 | $1.43M | Sell |
6,885
-525
| -7% | -$109K | 0.09% | 194 |
|
|
2021
Q1 | $1.26M | Sell |
7,410
-184
| -2% | -$31.3K | 0.09% | 209 |
|
|
2020
Q4 | $1.28M | Sell |
7,594
-1,468
| -16% | -$247K | 0.1% | 178 |
|
|
2020
Q3 | $1.51M | Buy |
9,062
+4,385
| +94% | +$731K | 0.13% | 165 |
|
|
2020
Q2 | $520K | Sell |
4,677
-1,149
| -20% | -$128K | 0.04% | 330 |
|
|
2020
Q1 | $544K | Sell |
5,826
-1
| -0% | -$93 | 0.05% | 285 |
|
|
2019
Q4 | $682K | Buy |
5,827
+1,110
| +24% | +$130K | 0.06% | 282 |
|
|
2019
Q3 | $565K | Buy |
4,717
+531
| +13% | +$63.6K | 0.05% | 306 |
|
|
2019
Q2 | $432K | Buy |
4,186
+666
| +19% | +$68.7K | 0.05% | 319 |
|
|
2019
Q1 | $393K | Buy |
3,520
+305
| +9% | +$34.1K | 0.05% | 314 |
|
|
2018
Q4 | $314K | Buy |
3,215
+175
| +6% | +$17.1K | 0.04% | 326 |
|
|
2018
Q3 | $355K | Buy |
3,040
+29
| +1% | +$3.39K | 0.04% | 318 |
|
|
2018
Q2 | $320K | Buy |
3,011
+304
| +11% | +$32.3K | 0.04% | 309 |
|
|
2018
Q1 | $283K | Buy |
2,707
+42
| +2% | +$4.39K | 0.04% | 329 |
|
|
2017
Q4 | $318K | Buy |
+2,665
| New | +$318K | 0.05% | 270 |
|