AE Wealth Management’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 | $5.02M | Buy |
49,712
+4,885
| +11% | +$493K | 0.04% | 348 |
|
|
2025
Q1 | $4.93M | Buy |
44,827
+26,360
| +143% | +$2.9M | 0.04% | 341 |
|
|
2024
Q4 | $2.33M | Buy |
18,467
+993
| +6% | +$125K | 0.02% | 491 |
|
|
2024
Q3 | $2.38M | Sell |
17,474
-11,264
| -39% | -$1.54M | 0.02% | 484 |
|
|
2024
Q2 | $3.93M | Buy |
28,738
+11,537
| +67% | +$1.58M | 0.04% | 380 |
|
|
2024
Q1 | $2.56M | Sell |
17,201
-109,686
| -86% | -$16.3M | 0.03% | 443 |
|
|
2023
Q4 | $20.2M | Buy |
126,887
+15,597
| +14% | +$2.48M | 0.1% | 222 |
|
|
2023
Q3 | $17.3M | Buy |
111,290
+9,717
| +10% | +$1.51M | 0.1% | 214 |
|
|
2023
Q2 | $18.2M | Buy |
101,573
+4,033
| +4% | +$723K | 0.11% | 220 |
|
|
2023
Q1 | $18.9M | Buy |
97,540
+8,026
| +9% | +$1.56M | 0.12% | 200 |
|
|
2022
Q4 | $15.6M | Buy |
89,514
+772
| +0.9% | +$134K | 0.11% | 210 |
|
|
2022
Q3 | $14.3M | Sell |
88,742
-1,141
| -1% | -$184K | 0.11% | 190 |
|
|
2022
Q2 | $16.4M | Sell |
89,883
-2,067
| -2% | -$377K | 0.13% | 174 |
|
|
2022
Q1 | $19.7M | Buy |
91,950
+2,866
| +3% | +$615K | 0.14% | 163 |
|
|
2021
Q4 | $19.1M | Buy |
89,084
+2,566
| +3% | +$550K | 0.13% | 158 |
|
|
2021
Q3 | $15.8M | Buy |
86,518
+3,180
| +4% | +$579K | 0.13% | 176 |
|
|
2021
Q2 | $17.3M | Sell |
83,338
-15,078
| -15% | -$3.14M | 0.15% | 135 |
|
|
2021
Q1 | $16.7M | Sell |
98,416
-7,779
| -7% | -$1.32M | 0.17% | 130 |
|
|
2020
Q4 | $17.9M | Buy |
106,195
+22,786
| +27% | +$3.84M | 0.2% | 117 |
|
|
2020
Q3 | $13.9M | Sell |
83,409
-1,309
| -2% | -$218K | 0.2% | 109 |
|
|
2020
Q2 | $9.42M | Buy |
84,718
+16,863
| +25% | +$1.87M | 0.15% | 148 |
|
|
2020
Q1 | $6.34M | Buy |
67,855
+13,417
| +25% | +$1.25M | 0.15% | 138 |
|
|
2019
Q4 | $6.37M | Buy |
54,438
+6,476
| +14% | +$758K | 0.14% | 144 |
|
|
2019
Q3 | $5.75M | Buy |
47,962
+2,173
| +5% | +$260K | 0.17% | 117 |
|
|
2019
Q2 | $4.73M | Buy |
45,789
+10,135
| +28% | +$1.05M | 0.14% | 132 |
|
|
2019
Q1 | $3.98M | Buy |
35,654
+15,285
| +75% | +$1.71M | 0.28% | 78 |
|
|
2018
Q4 | $1.99M | Buy |
20,369
+58
| +0.3% | +$5.66K | 0.34% | 74 |
|
|
2018
Q3 | $2.37M | Buy |
20,311
+5,730
| +39% | +$669K | 0.13% | 122 |
|
|
2018
Q2 | $1.55M | Sell |
14,581
-7,194
| -33% | -$764K | 0.11% | 116 |
|
|
2018
Q1 | $2.28M | Sell |
21,775
-129
| -0.6% | -$13.5K | 0.18% | 84 |
|
|
2017
Q4 | $2.61M | Buy |
21,904
+3,420
| +19% | +$408K | 0.23% | 75 |
|
|
2017
Q3 | $2.22M | Buy |
18,484
+5,165
| +39% | +$620K | 0.21% | 77 |
|
|
2017
Q2 | $1.47M | Buy |
13,319
+1,445
| +12% | +$160K | 0.18% | 103 |
|
|
2017
Q1 | $1.27M | Buy |
+11,874
| New | +$1.27M | 0.24% | 81 |
|