American Capital Advisory’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 | $81.4K | Hold |
806
| – | – | 0.04% | 140 |
|
|
2025
Q1 | $88.7K | Buy |
806
+32
| +4% | +$3.52K | 0.05% | 128 |
|
|
2024
Q4 | $97.6K | Hold |
774
| – | – | 0.05% | 127 |
|
|
2024
Q3 | $106K | Hold |
774
| – | – | 0.06% | 125 |
|
|
2024
Q2 | $122K | Hold |
774
| – | – | 0.09% | 106 |
|
|
2024
Q1 | $150K | Hold |
774
| – | – | 0.13% | 95 |
|
|
2023
Q4 | $122K | Buy |
+774
| New | +$122K | 0.09% | 106 |
|