Ameritas Advisory Services’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 | $503K | Sell |
4,982
-2,670
| -35% | -$270K | 0.03% | 504 |
|
|
2025
Q1 | $896K | Sell |
7,652
-50,813
| -87% | -$5.95M | 0.04% | 430 |
|
|
2024
Q4 | $7.37M | Buy |
58,465
+50,530
| +637% | +$6.37M | 0.25% | 77 |
|
|
2024
Q3 | $1.08M | Sell |
7,935
-52,196
| -87% | -$7.12M | 0.05% | 363 |
|
|
2024
Q2 | $8.23M | Sell |
60,131
-1,304
| -2% | -$178K | 0.31% | 65 |
|
|
2024
Q1 | $9.12M | Buy |
61,435
+51,724
| +533% | +$7.68M | 0.38% | 56 |
|
|
2023
Q4 | $1.49M | Sell |
9,711
-52,503
| -84% | -$8.06M | 0.08% | 216 |
|
|
2023
Q3 | $9.69M | Buy |
62,214
+56,859
| +1,062% | +$8.85M | 0.48% | 44 |
|
|
2023
Q2 | $963K | Sell |
5,355
-53,357
| -91% | -$9.59M | 0.12% | 183 |
|
|
2023
Q1 | $11.5M | Sell |
58,712
-1,013
| -2% | -$198K | 0.58% | 34 |
|
|
2022
Q4 | $10.4M | Buy |
59,725
+642
| +1% | +$112K | 0.48% | 41 |
|
|
2022
Q3 | $9.54M | Sell |
59,083
-23
| -0% | -$3.72K | 0.57% | 36 |
|
|
2022
Q2 | $10.8M | Buy |
59,106
+123
| +0.2% | +$22.5K | 0.62% | 28 |
|
|
2022
Q1 | $12.7M | Buy |
58,983
+503
| +0.9% | +$108K | 0.46% | 42 |
|
|
2021
Q4 | $12.5M | Buy |
+58,480
| New | +$12.5M | 0.46% | 46 |
|