Argent 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 | $1.63M | Buy |
16,196
+1,432
| +10% | +$145K | 0.51% | 54 |
|
|
2025
Q1 | $1.62M | Buy |
14,764
+3,011
| +26% | +$331K | 0.54% | 51 |
|
|
2024
Q4 | $1.48M | Sell |
11,753
-419
| -3% | -$52.8K | 0.55% | 53 |
|
|
2024
Q3 | $1.66M | Buy |
12,172
+1,339
| +12% | +$183K | 0.62% | 44 |
|
|
2024
Q2 | $1.48M | Buy |
10,833
+898
| +9% | +$123K | 0.59% | 50 |
|
|
2024
Q1 | $1.48M | Buy |
9,935
+1,111
| +13% | +$165K | 0.58% | 48 |
|
|
2023
Q4 | $1.39M | Buy |
8,824
+374
| +4% | +$58.8K | 0.61% | 44 |
|
|
2023
Q3 | $1.32M | Buy |
8,450
+1,065
| +14% | +$166K | 0.6% | 43 |
|
|
2023
Q2 | $1.32M | Buy |
7,385
+190
| +3% | +$34.1K | 0.61% | 42 |
|
|
2023
Q1 | $1.4M | Buy |
7,195
+424
| +6% | +$82.3K | 0.67% | 40 |
|
|
2022
Q4 | $1.18M | Buy |
6,771
+185
| +3% | +$32.2K | 0.61% | 47 |
|
|
2022
Q3 | $1.06M | Sell |
6,586
-309
| -4% | -$49.9K | 0.62% | 47 |
|
|
2022
Q2 | $1.26M | Buy |
6,895
+710
| +11% | +$130K | 0.71% | 46 |
|
|
2022
Q1 | $1.33M | Buy |
6,185
+729
| +13% | +$156K | 0.71% | 45 |
|
|
2021
Q4 | $1.17M | Buy |
5,456
+300
| +6% | +$64.3K | 0.63% | 50 |
|
|
2021
Q3 | $939K | Sell |
5,156
-29
| -0.6% | -$5.28K | 0.54% | 60 |
|
|
2021
Q2 | $1.08M | Buy |
5,185
+96
| +2% | +$20K | 0.66% | 39 |
|
|
2021
Q1 | $865K | Buy |
5,089
+191
| +4% | +$32.5K | 0.56% | 48 |
|
|
2020
Q4 | $825K | Sell |
4,898
-571
| -10% | -$96.2K | 0.51% | 56 |
|
|
2020
Q3 | $911K | Buy |
5,469
+132
| +2% | +$22K | 0.62% | 47 |
|
|
2020
Q2 | $593K | Buy |
5,337
+256
| +5% | +$28.4K | 0.45% | 65 |
|
|
2020
Q1 | $475K | Buy |
5,081
+2,099
| +70% | +$196K | 0.48% | 56 |
|
|
2019
Q4 | $350K | Buy |
+2,982
| New | +$350K | 0.26% | 80 |
|