Arkadios 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 | $2.94M | Buy |
29,113
+1,421
| +5% | +$143K | 0.09% | 247 |
|
|
2025
Q1 | $3.05M | Buy |
27,692
+10,219
| +58% | +$1.12M | 0.12% | 202 |
|
|
2024
Q4 | $2.2M | Sell |
17,473
-4,895
| -22% | -$617K | 0.12% | 164 |
|
|
2024
Q3 | $3.05M | Sell |
22,368
-2,774
| -11% | -$378K | 0.17% | 122 |
|
|
2024
Q2 | $3.44M | Buy |
25,142
+5,947
| +31% | +$814K | 0.23% | 90 |
|
|
2024
Q1 | $2.85M | Buy |
19,195
+349
| +2% | +$51.9K | 0.22% | 106 |
|
|
2023
Q4 | $2.96M | Sell |
18,846
-7,297
| -28% | -$1.15M | 0.25% | 95 |
|
|
2023
Q3 | $4.07M | Buy |
26,143
+4,172
| +19% | +$650K | 0.39% | 59 |
|
|
2023
Q2 | $3.94M | Sell |
21,971
-35
| -0.2% | -$6.27K | 0.46% | 49 |
|
|
2023
Q1 | $4.27M | Buy |
22,006
+192
| +0.9% | +$37.2K | 0.51% | 42 |
|
|
2022
Q4 | $3.79M | Sell |
21,814
-302
| -1% | -$52.5K | 0.5% | 52 |
|
|
2022
Q3 | $3.57M | Buy |
22,116
+479
| +2% | +$77.4K | 0.54% | 45 |
|
|
2022
Q2 | $3.95M | Sell |
21,637
-4,763
| -18% | -$870K | 0.59% | 37 |
|
|
2022
Q1 | $5.66M | Sell |
26,400
-337
| -1% | -$72.3K | 0.74% | 28 |
|
|
2021
Q4 | $5.73M | Sell |
26,737
-306
| -1% | -$65.6K | 0.76% | 26 |
|
|
2021
Q3 | $4.92M | Sell |
27,043
-1,891
| -7% | -$344K | 0.71% | 18 |
|
|
2021
Q2 | $6.02M | Buy |
28,934
+20,445
| +241% | +$4.25M | 0.73% | 18 |
|
|
2021
Q1 | $1.44M | Buy |
8,489
+5,053
| +147% | +$859K | 0.24% | 109 |
|
|
2020
Q4 | $578K | Buy |
3,436
+2,087
| +155% | +$351K | 0.12% | 179 |
|
|
2020
Q3 | $235K | Sell |
1,349
-559
| -29% | -$97.5K | 0.12% | 158 |
|
|
2020
Q2 | $220K | Sell |
1,908
-85
| -4% | -$9.8K | 0.12% | 148 |
|
|
2020
Q1 | $186K | Buy |
1,993
+910
| +84% | +$85K | 0.12% | 152 |
|
|
2019
Q4 | $114K | Buy |
+1,083
| New | +$114K | 0.07% | 213 |
|