Advisory Alpha’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 | $3.67M | Buy |
36,382
+2,238
| +7% | +$226K | 0.11% | 86 |
|
|
2025
Q1 | $3.76M | Buy |
34,144
+8,205
| +32% | +$902K | 0.13% | 79 |
|
|
2024
Q4 | $3.27M | Sell |
25,939
-621
| -2% | -$78.3K | 0.12% | 78 |
|
|
2024
Q3 | $3.62M | Buy |
26,560
+6,744
| +34% | +$920K | 0.13% | 72 |
|
|
2024
Q2 | $2.71M | Buy |
19,816
+31
| +0.2% | +$4.24K | 0.11% | 89 |
|
|
2024
Q1 | $2.94M | Buy |
19,785
+18,199
| +1,147% | +$2.71M | 0.12% | 93 |
|
|
2023
Q4 | $249K | Buy |
1,586
+264
| +20% | +$41.5K | 0.01% | 295 |
|
|
2023
Q3 | $206K | Buy |
1,322
+134
| +11% | +$20.9K | 0.01% | 286 |
|
|
2023
Q2 | $213K | Buy |
+1,188
| New | +$213K | 0.01% | 304 |
|
|
2022
Q2 | – | Sell |
-981
| Closed | -$210K | – | 275 |
|
|
2022
Q1 | $210K | Buy |
+981
| New | +$210K | 0.01% | 252 |
|
|
2020
Q4 | – | Sell |
-824
| Closed | -$144K | – | 605 |
|
|
2020
Q3 | $144K | Buy |
+824
| New | +$144K | 0.03% | 114 |
|