Alliance Wealth Advisors (Pennsylvania)’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 | $240K | Buy |
2,382
+87
| +4% | +$8.78K | 0.12% | 130 |
|
|
2025
Q1 | $252K | Sell |
2,295
-264
| -10% | -$29K | 0.14% | 121 |
|
|
2024
Q4 | $323K | Buy |
2,559
+94
| +4% | +$11.9K | 0.18% | 102 |
|
|
2024
Q3 | $336K | Buy |
2,465
+31
| +1% | +$4.23K | 0.19% | 101 |
|
|
2024
Q2 | $333K | Sell |
2,434
-121
| -5% | -$16.6K | 0.21% | 94 |
|
|
2024
Q1 | $380K | Sell |
2,555
-103
| -4% | -$15.3K | 0.24% | 82 |
|
|
2023
Q4 | $418K | Sell |
2,658
-128
| -5% | -$20.1K | 0.28% | 73 |
|
|
2023
Q3 | $434K | Hold |
2,786
| – | – | 0.31% | 62 |
|
|
2023
Q2 | $499K | Hold |
2,786
| – | – | 0.36% | 57 |
|
|
2023
Q1 | $540K | Sell |
2,786
-89
| -3% | -$17.3K | 0.41% | 53 |
|
|
2022
Q4 | $500K | Buy |
2,875
+48
| +2% | +$8.35K | 0.42% | 52 |
|
|
2022
Q3 | $457K | Sell |
2,827
-63
| -2% | -$10.2K | 0.43% | 53 |
|
|
2022
Q2 | $528K | Buy |
2,890
+14
| +0.5% | +$2.56K | 0.46% | 49 |
|
|
2022
Q1 | $617K | Buy |
2,876
+90
| +3% | +$19.3K | 0.51% | 46 |
|
|
2021
Q4 | $597K | Buy |
2,786
+19
| +0.7% | +$4.07K | 0.49% | 52 |
|
|
2021
Q3 | $504K | Sell |
2,767
-42
| -1% | -$7.65K | 0.45% | 57 |
|
|
2021
Q2 | $584K | Sell |
2,809
-24
| -0.8% | -$4.99K | 0.53% | 50 |
|
|
2021
Q1 | $482K | Buy |
2,833
+571
| +25% | +$97.1K | 0.48% | 54 |
|
|
2020
Q4 | $381K | Buy |
+2,262
| New | +$381K | 0.4% | 63 |
|