Aptus Capital Advisors’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 | $1.9M | Buy |
18,828
+5,522
| +42% | +$557K | 0.02% | 425 |
|
|
2025
Q1 | $1.46M | Sell |
13,306
-411
| -3% | -$45.2K | 0.02% | 441 |
|
|
2024
Q4 | $1.73M | Buy |
13,717
+3,588
| +35% | +$452K | 0.02% | 412 |
|
|
2024
Q3 | $1.38M | Buy |
10,129
+620
| +7% | +$84.5K | 0.02% | 360 |
|
|
2024
Q2 | $1.3M | Buy |
9,509
+648
| +7% | +$88.7K | 0.02% | 346 |
|
|
2024
Q1 | $1.32M | Buy |
8,861
+1,825
| +26% | +$271K | 0.02% | 347 |
|
|
2023
Q4 | $1.11M | Sell |
7,036
-1,397
| -17% | -$220K | 0.03% | 276 |
|
|
2023
Q3 | $1.31M | Buy |
8,433
+2,841
| +51% | +$443K | 0.04% | 272 |
|
|
2023
Q2 | $1M | Buy |
5,592
+1,289
| +30% | +$231K | 0.02% | 259 |
|
|
2023
Q1 | $835K | Sell |
4,303
-9,280
| -68% | -$1.8M | 0.02% | 279 |
|
|
2022
Q4 | $2.36M | Sell |
13,583
-14,589
| -52% | -$2.54M | 0.07% | 195 |
|
|
2022
Q3 | $4.55M | Buy |
28,172
+3,331
| +13% | +$538K | 0.11% | 110 |
|
|
2022
Q2 | $4.53M | Buy |
24,841
+21,925
| +752% | +$4M | 0.12% | 103 |
|
|
2022
Q1 | $625K | Buy |
2,916
+1,414
| +94% | +$303K | 0.02% | 275 |
|
|
2021
Q4 | $322K | Sell |
1,502
-249
| -14% | -$53.4K | 0.01% | 297 |
|
|
2021
Q3 | $319K | Buy |
1,751
+91
| +5% | +$16.6K | 0.01% | 292 |
|
|
2021
Q2 | $345K | Sell |
1,660
-35
| -2% | -$7.27K | 0.01% | 286 |
|
|
2021
Q1 | $288K | Sell |
1,695
-42
| -2% | -$7.14K | 0.01% | 281 |
|
|
2020
Q4 | $292K | Buy |
+1,737
| New | +$292K | 0.01% | 252 |
|
|
2020
Q2 | – | Sell |
-20,165
| Closed | -$1.88M | – | 444 |
|
|
2020
Q1 | $1.88M | Sell |
20,165
-8,635
| -30% | -$806K | 0.16% | 94 |
|
|
2019
Q4 | $3.37M | Buy |
28,800
+4,102
| +17% | +$480K | 0.24% | 50 |
|
|
2019
Q3 | $2.96M | Buy |
+24,698
| New | +$2.96M | 0.17% | 46 |
|