AMG
Advisors Management Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
6,287
+1,494
| +31% | +$151K | 0.12% | 96 |
|
|
2025
Q1 | $527K | Buy |
4,793
+2
| +0% | +$220 | 0.11% | 98 |
|
|
2024
Q4 | $604K | Sell |
4,791
-40
| -0.8% | -$5.04K | 0.14% | 98 |
|
|
2024
Q3 | $659K | Sell |
4,831
-1
| -0% | -$136 | 0.16% | 90 |
|
|
2024
Q2 | $661K | Buy |
4,832
+72
| +2% | +$9.85K | 0.17% | 90 |
|
|
2024
Q1 | $707K | Sell |
4,760
-92
| -2% | -$13.7K | 0.18% | 88 |
|
|
2023
Q4 | $763K | Buy |
4,852
+3
| +0.1% | +$472 | 0.21% | 84 |
|
|
2023
Q3 | $756K | Sell |
4,849
-14
| -0.3% | -$2.18K | 0.23% | 81 |
|
|
2023
Q2 | $872K | Sell |
4,863
-44
| -0.9% | -$7.89K | 0.26% | 75 |
|
|
2023
Q1 | $952K | Sell |
4,907
-48
| -1% | -$9.31K | 0.3% | 70 |
|
|
2022
Q4 | $861K | Buy |
4,955
+12
| +0.2% | +$2.09K | 0.33% | 64 |
|
|
2022
Q3 | $799K | Buy |
4,943
+1
| +0% | +$162 | 0.32% | 67 |
|
|
2022
Q2 | $902K | Buy |
4,942
+2,775
| +128% | +$506K | 0.32% | 67 |
|
|
2022
Q1 | $465K | Buy |
2,167
+2
| +0.1% | +$429 | 0.16% | 81 |
|
|
2021
Q4 | $464K | Buy |
2,165
+1
| +0% | +$214 | 0.14% | 84 |
|
|
2021
Q3 | $394K | Buy |
2,164
+61
| +3% | +$11.1K | 0.12% | 90 |
|
|
2021
Q2 | $437K | Sell |
2,103
-116
| -5% | -$24.1K | 0.13% | 87 |
|
|
2021
Q1 | $377K | Buy |
2,219
+59
| +3% | +$10K | 0.12% | 89 |
|
|
2020
Q4 | $364K | Sell |
2,160
-35
| -2% | -$5.9K | 0.15% | 74 |
|
|
2020
Q3 | $366K | Sell |
2,195
-18
| -0.8% | -$3K | 0.15% | 70 |
|
|
2020
Q2 | $246K | Buy |
2,213
+66
| +3% | +$7.34K | 0.11% | 82 |
|
|
2020
Q1 | $201K | Buy |
+2,147
| New | +$201K | 0.1% | 86 |
|