Arete Wealth 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 | $1.58M | Sell |
15,686
-5,946
| -27% | -$600K | 0.11% | 187 |
|
|
2025
Q1 | $2.38M | Buy |
21,632
+6,128
| +40% | +$674K | 0.18% | 118 |
|
|
2024
Q4 | $1.95M | Sell |
15,504
-3,564
| -19% | -$448K | 0.14% | 145 |
|
|
2024
Q3 | $2.59M | Buy |
19,068
+7,786
| +69% | +$1.06M | 0.22% | 100 |
|
|
2024
Q2 | $1.54M | Sell |
11,282
-4,850
| -30% | -$663K | 0.13% | 167 |
|
|
2024
Q1 | $2.4M | Buy |
16,132
+537
| +3% | +$79.8K | 0.22% | 108 |
|
|
2023
Q4 | $2.45M | Sell |
15,595
-2,646
| -15% | -$416K | 0.19% | 116 |
|
|
2023
Q3 | $2.84M | Buy |
18,241
+2,660
| +17% | +$415K | 0.49% | 43 |
|
|
2023
Q2 | $2.79M | Sell |
15,581
-579
| -4% | -$104K | 0.25% | 90 |
|
|
2023
Q1 | $3.14M | Buy |
16,160
+1,781
| +12% | +$346K | 0.26% | 82 |
|
|
2022
Q4 | $2.5B | Buy |
14,379
+2,675
| +23% | +$465M | 0.22% | 94 |
|
|
2022
Q3 | $1.89M | Sell |
11,704
-25,271
| -68% | -$4.08M | 0.19% | 110 |
|
|
2022
Q2 | $15K | Buy |
36,975
+34,298
| +1,281% | +$13.9K | ﹤0.01% | 451 |
|
|
2022
Q1 | $574K | Sell |
2,677
-97
| -3% | -$20.8K | 0.05% | 260 |
|
|
2021
Q4 | $598K | Buy |
2,774
+205
| +8% | +$44.2K | 0.05% | 256 |
|
|
2021
Q3 | $467K | Sell |
2,569
-103
| -4% | -$18.7K | 0.05% | 267 |
|
|
2021
Q2 | $483K | Sell |
2,672
-155
| -5% | -$28K | 0.07% | 213 |
|
|
2021
Q1 | $483K | Buy |
2,827
+7
| +0.2% | +$1.2K | 0.06% | 245 |
|
|
2020
Q4 | $466K | Sell |
2,820
-203
| -7% | -$33.5K | 0.07% | 243 |
|
|
2020
Q3 | $507K | Sell |
3,023
-222
| -7% | -$37.2K | 0.08% | 212 |
|
|
2020
Q2 | $361K | Buy |
3,245
+127
| +4% | +$14.1K | 0.06% | 263 |
|
|
2020
Q1 | $288K | Buy |
3,118
+144
| +5% | +$13.3K | 0.06% | 246 |
|
|
2019
Q4 | $346K | Buy |
2,974
+9
| +0.3% | +$1.05K | 0.06% | 279 |
|
|
2019
Q3 | $352K | Buy |
2,965
+310
| +12% | +$36.8K | 0.07% | 270 |
|
|
2019
Q2 | $277K | Buy |
+2,655
| New | +$277K | 0.05% | 311 |
|
|
2018
Q1 | – | Sell |
-1,929
| Closed | -$230K | – | 347 |
|
|
2017
Q4 | $230K | Sell |
1,929
-3
| -0.2% | -$358 | 0.07% | 277 |
|
|
2017
Q3 | $232K | Buy |
+1,932
| New | +$232K | 0.09% | 230 |
|