AG
Advocate Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.57M | Buy |
84,925
+4,222
| +5% | +$426K | 1.53% | 21 |
|
|
2025
Q1 | $8.88M | Buy |
80,703
+6,103
| +8% | +$671K | 1.62% | 21 |
|
|
2024
Q4 | $9.41M | Buy |
74,600
+6,216
| +9% | +$784K | 1.77% | 13 |
|
|
2024
Q3 | $9.32M | Buy |
68,384
+2,608
| +4% | +$356K | 1.69% | 15 |
|
|
2024
Q2 | $9M | Buy |
65,776
+4,581
| +7% | +$627K | 1.81% | 12 |
|
|
2024
Q1 | $9.1M | Buy |
61,195
+7,456
| +14% | +$1.11M | 1.81% | 12 |
|
|
2023
Q4 | $8.45M | Buy |
53,739
+3,012
| +6% | +$474K | 1.81% | 11 |
|
|
2023
Q3 | $7.91M | Buy |
50,727
+1,361
| +3% | +$212K | 1.83% | 12 |
|
|
2023
Q2 | $8.85M | Buy |
49,366
+4,850
| +11% | +$869K | 1.95% | 12 |
|
|
2023
Q1 | $8.64M | Buy |
44,516
+4,449
| +11% | +$863K | 1.89% | 14 |
|
|
2022
Q4 | $6.97M | Buy |
40,067
+3,459
| +9% | +$601K | 1.5% | 25 |
|
|
2022
Q3 | $5.91M | Buy |
36,608
+2,935
| +9% | +$474K | 1.46% | 25 |
|
|
2022
Q2 | $6.15M | Buy |
+33,673
| New | +$6.15M | 1.43% | 27 |
|