Advisory Services Network’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
$4.32M Buy
50,106
+1,264
+3% +$109K 0.07% 311
2025
Q1
$5.37M Buy
48,842
+14,142
+41% +$1.56M 0.1% 221
2024
Q4
$4.38M Sell
34,700
-1,531
-4% -$193K 0.08% 275
2024
Q3
$4.96M Hold
36,231
0.1% 209
2024
Q2
$4.96M Sell
36,231
-10,703
-23% -$1.46M 0.1% 209
2024
Q1
$6.98M Buy
46,934
+10,235
+28% +$1.52M 0.15% 151
2023
Q4
$5.77M Buy
36,699
+3,647
+11% +$573K 0.14% 157
2023
Q3
$5.15M Buy
33,052
+1,573
+5% +$245K 0.14% 165
2023
Q2
$5.64M Sell
31,479
-1,511
-5% -$271K 0.15% 154
2023
Q1
$6.4M Buy
32,990
+176
+0.5% +$34.1K 0.18% 128
2022
Q4
$5.7M Buy
32,814
+1,247
+4% +$217K 0.17% 132
2022
Q3
$5.1M Sell
31,567
-1,112
-3% -$180K 0.18% 128
2022
Q2
$5.97M Buy
32,679
+2,216
+7% +$404K 0.2% 114
2022
Q1
$6.53M Sell
30,463
-2,834
-9% -$608K 0.19% 118
2021
Q4
$7.14M Buy
33,297
+1,909
+6% +$409K 0.21% 104
2021
Q3
$5.72M Buy
31,388
+1,769
+6% +$322K 0.18% 132
2021
Q2
$6.16M Buy
29,619
+2,181
+8% +$454K 0.19% 120
2021
Q1
$4.67M Buy
27,438
+2,648
+11% +$450K 0.17% 145
2020
Q4
$4.17M Sell
24,790
-3,864
-13% -$651K 0.17% 156
2020
Q3
$4.77M Buy
28,654
+9,038
+46% +$1.51M 0.22% 111
2020
Q2
$2.18M Buy
19,616
+2,510
+15% +$279K 0.12% 217
2020
Q1
$1.6M Buy
17,106
+6,408
+60% +$598K 0.1% 250
2019
Q4
$1.25M Buy
10,698
+4,302
+67% +$503K 0.07% 369
2019
Q3
$661K Hold
6,396
0.04% 491
2019
Q2
$661K Buy
6,396
+584
+10% +$60.4K 0.04% 490
2019
Q1
$649K Sell
5,812
-488
-8% -$54.5K 0.05% 463
2018
Q4
$613K Buy
6,300
+1,386
+28% +$135K 0.05% 433
2018
Q3
$574K Sell
4,914
-52
-1% -$6.07K 0.04% 480
2018
Q2
$590K Sell
4,966
-479
-9% -$56.9K 0.04% 472
2018
Q1
$570K Buy
5,445
+519
+11% +$54.3K 0.05% 490
2017
Q4
$587K Buy
4,926
+1,880
+62% +$224K 0.05% 433
2017
Q3
$366K Sell
3,046
-6,356
-68% -$764K 0.04% 471
2017
Q2
$1.04M Buy
9,402
+164
+2% +$18.1K 0.14% 207
2017
Q1
$991K Buy
+9,238
New +$991K 0.14% 182
2016
Q3
$286K Buy
2,620
+1,414
+117% +$154K 0.05% 424
2016
Q2
$130K Buy
1,206
+179
+17% +$19.3K 0.03% 549
2016
Q1
$108K Buy
1,027
+99
+11% +$10.4K 0.03% 495
2015
Q4
$89K Buy
928
+80
+9% +$7.67K 0.03% 467
2015
Q3
$84K Buy
848
+630
+289% +$62.4K 0.03% 428
2015
Q2
$21K Sell
218
-258
-54% -$24.9K 0.01% 719
2015
Q1
$46K Buy
476
+281
+144% +$27.2K 0.01% 518
2014
Q4
$22K Buy
+195
New +$22K 0.01% 568
2014
Q1
Sell
-810
Closed -$85K 771
2013
Q4
$85K Buy
+810
New +$85K 0.04% 262