Annex 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 | $452K | Sell |
4,476
-175
| -4% | -$17.7K | 0.01% | 223 |
|
|
2025
Q1 | $512K | Buy |
4,651
+66
| +1% | +$7.26K | 0.01% | 209 |
|
|
2024
Q4 | $578K | Buy |
4,585
+15
| +0.3% | +$1.89K | 0.02% | 200 |
|
|
2024
Q3 | $623K | Sell |
4,570
-139
| -3% | -$19K | 0.02% | 173 |
|
|
2024
Q2 | $644K | Buy |
4,709
+15
| +0.3% | +$2.05K | 0.02% | 161 |
|
|
2024
Q1 | $698K | Sell |
4,694
-94
| -2% | -$14K | 0.02% | 153 |
|
|
2023
Q4 | $753K | Sell |
4,788
-192
| -4% | -$30.2K | 0.03% | 143 |
|
|
2023
Q3 | $776K | Buy |
4,980
+125
| +3% | +$19.5K | 0.05% | 120 |
|
|
2023
Q2 | $870K | Buy |
4,855
+445
| +10% | +$79.8K | 0.05% | 115 |
|
|
2023
Q1 | $855K | Sell |
4,410
-23
| -0.5% | -$4.46K | 0.05% | 115 |
|
|
2022
Q4 | $771K | Sell |
4,433
-318
| -7% | -$55.3K | 0.04% | 128 |
|
|
2022
Q3 | $767K | Sell |
4,751
-2,854
| -38% | -$461K | 0.05% | 130 |
|
|
2022
Q2 | $1.39M | Buy |
7,605
+2,450
| +48% | +$447K | 0.1% | 110 |
|
|
2022
Q1 | $1.11M | Buy |
5,155
+125
| +2% | +$26.8K | 0.08% | 121 |
|
|
2021
Q4 | $1.08M | Buy |
5,030
+258
| +5% | +$55.3K | 0.07% | 121 |
|
|
2021
Q3 | $869K | Sell |
4,772
-121
| -2% | -$22K | 0.07% | 122 |
|
|
2021
Q2 | $1.02M | Buy |
+4,893
| New | +$1.02M | 0.08% | 114 |
|
|
2020
Q1 | – | Sell |
-2,311
| Closed | -$271K | – | 139 |
|
|
2019
Q4 | $271K | Buy |
+2,311
| New | +$271K | 0.03% | 110 |
|
|
2019
Q3 | – | Sell |
-2,021
| Closed | -$209K | – | 130 |
|
|
2019
Q2 | $209K | Hold |
2,021
| – | – | 0.03% | 113 |
|
|
2019
Q1 | $226K | Buy |
+2,021
| New | +$226K | 0.03% | 115 |
|