Altus Wealth Group’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 | $219K | Buy |
2,166
+75
| +4% | +$7.57K | 0.1% | 125 |
|
|
2025
Q1 | $230K | Buy |
2,091
+69
| +3% | +$7.59K | 0.11% | 118 |
|
|
2024
Q4 | $255K | Buy |
2,022
+89
| +5% | +$11.2K | 0.11% | 122 |
|
|
2024
Q3 | $264K | Sell |
1,933
-24
| -1% | -$3.27K | 0.11% | 122 |
|
|
2024
Q2 | $268K | Sell |
1,957
-2,878
| -60% | -$394K | 0.13% | 112 |
|
|
2024
Q1 | $719K | Buy |
4,835
+338
| +8% | +$50.2K | 0.36% | 65 |
|
|
2023
Q4 | $707K | Buy |
4,497
+580
| +15% | +$91.2K | 0.39% | 64 |
|
|
2023
Q3 | $611K | Sell |
3,917
-90
| -2% | -$14K | 0.39% | 66 |
|
|
2023
Q2 | $718K | Buy |
4,007
+32
| +0.8% | +$5.74K | 0.44% | 55 |
|
|
2023
Q1 | $771K | Sell |
3,975
-100
| -2% | -$19.4K | 0.52% | 48 |
|
|
2022
Q4 | $708K | Buy |
4,075
+264
| +7% | +$45.9K | 0.54% | 50 |
|
|
2022
Q3 | $694K | Hold |
3,811
| – | – | 0.69% | 39 |
|
|
2022
Q2 | $694K | Sell |
3,811
-298
| -7% | -$54.3K | 0.69% | 39 |
|
|
2022
Q1 | $881K | Buy |
4,109
+97
| +2% | +$20.8K | 0.72% | 31 |
|
|
2021
Q4 | $860K | Buy |
4,012
+201
| +5% | +$43.1K | 0.71% | 32 |
|
|
2021
Q3 | $694K | Buy |
3,811
+1,284
| +51% | +$234K | 0.69% | 39 |
|
|
2021
Q2 | $526K | Sell |
2,527
-5
| -0.2% | -$1.04K | 0.51% | 47 |
|
|
2021
Q1 | $543K | Buy |
2,532
+303
| +14% | +$65K | 0.54% | 46 |
|
|
2020
Q4 | $375K | Buy |
+2,229
| New | +$375K | 0.36% | 56 |
|