Ashton Thomas Private Wealth’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 | $1.88M | Sell |
18,620
-3,336
| -15% | -$337K | 0.07% | 293 |
|
|
2025
Q1 | $2.41M | Buy |
21,956
+464
| +2% | +$51K | 0.09% | 237 |
|
|
2024
Q4 | $2.71M | Sell |
21,492
-3,407
| -14% | -$430K | 0.11% | 224 |
|
|
2024
Q3 | $3.39M | Sell |
24,899
-19,243
| -44% | -$2.62M | 0.18% | 139 |
|
|
2024
Q2 | $6.04M | Sell |
44,142
-344
| -0.8% | -$47.1K | 0.33% | 81 |
|
|
2024
Q1 | $6.61M | Buy |
44,486
+609
| +1% | +$90.5K | 0.38% | 72 |
|
|
2023
Q4 | $6.9M | Buy |
43,877
+770
| +2% | +$121K | 0.43% | 66 |
|
|
2023
Q3 | $6.72M | Buy |
43,107
+4,503
| +12% | +$702K | 0.49% | 50 |
|
|
2023
Q2 | $6.92M | Buy |
38,604
+9,320
| +32% | +$1.67M | 0.53% | 41 |
|
|
2023
Q1 | $5.68M | Buy |
29,284
+4,030
| +16% | +$782K | 0.5% | 49 |
|
|
2022
Q4 | $4.39M | Buy |
25,254
+7,964
| +46% | +$1.38M | 0.44% | 60 |
|
|
2022
Q3 | $2.79M | Sell |
17,290
-842
| -5% | -$136K | 0.32% | 89 |
|
|
2022
Q2 | $3.31M | Sell |
18,132
-3,626
| -17% | -$662K | 0.36% | 75 |
|
|
2022
Q1 | $4.67M | Buy |
21,758
+5,112
| +31% | +$1.1M | 0.41% | 69 |
|
|
2021
Q4 | $3.57M | Buy |
16,646
+4,166
| +33% | +$893K | 0.35% | 76 |
|
|
2021
Q3 | $2.27M | Buy |
12,480
+3,251
| +35% | +$592K | 0.33% | 76 |
|
|
2021
Q2 | $1.92M | Sell |
9,229
-30
| -0.3% | -$6.24K | 0.29% | 90 |
|
|
2021
Q1 | $1.57M | Buy |
9,259
+872
| +10% | +$148K | 0.27% | 94 |
|
|
2020
Q4 | $1.41M | Sell |
8,387
-3,370
| -29% | -$567K | 0.27% | 102 |
|
|
2020
Q3 | $1.96M | Sell |
11,757
-3,313
| -22% | -$552K | 0.49% | 51 |
|
|
2020
Q2 | $1.68M | Buy |
15,070
+513
| +4% | +$57K | 0.5% | 59 |
|
|
2020
Q1 | $1.36M | Buy |
14,557
+628
| +5% | +$58.7K | 0.56% | 51 |
|
|
2019
Q4 | $1.63M | Buy |
13,929
+558
| +4% | +$65.3K | 0.54% | 50 |
|
|
2019
Q3 | $1.6M | Sell |
13,371
-2,788
| -17% | -$334K | 0.67% | 38 |
|
|
2019
Q2 | $1.67M | Buy |
16,159
+2,242
| +16% | +$232K | 0.64% | 41 |
|
|
2019
Q1 | $1.56M | Buy |
+13,917
| New | +$1.56M | 0.64% | 36 |
|