Avantax Advisory Services’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 | $9.52M | Buy |
94,361
+12,035
| +15% | +$1.21M | 0.05% | 281 |
|
|
2025
Q1 | $9.06M | Buy |
82,326
+17,644
| +27% | +$1.94M | 0.05% | 269 |
|
|
2024
Q4 | $8.16M | Sell |
64,682
-17,318
| -21% | -$2.18M | 0.05% | 272 |
|
|
2024
Q3 | $11.2M | Sell |
82,000
-5,160
| -6% | -$704K | 0.07% | 199 |
|
|
2024
Q2 | $11.9M | Buy |
87,160
+52,154
| +149% | +$7.14M | 0.09% | 179 |
|
|
2024
Q1 | $5.2M | Sell |
35,006
-2,491
| -7% | -$370K | 0.05% | 299 |
|
|
2023
Q4 | $5.9M | Buy |
37,497
+4,334
| +13% | +$681K | 0.06% | 247 |
|
|
2023
Q3 | $5.17M | Buy |
33,163
+748
| +2% | +$117K | 0.06% | 251 |
|
|
2023
Q2 | $5.81M | Sell |
32,415
-3,691
| -10% | -$662K | 0.07% | 216 |
|
|
2023
Q1 | $7M | Buy |
36,106
+2,679
| +8% | +$520K | 0.09% | 181 |
|
|
2022
Q4 | $5.81M | Buy |
33,427
+5,518
| +20% | +$959K | 0.08% | 197 |
|
|
2022
Q3 | $4.51M | Buy |
27,909
+2,264
| +9% | +$366K | 0.07% | 218 |
|
|
2022
Q2 | $4.68M | Buy |
25,645
+1,464
| +6% | +$267K | 0.07% | 209 |
|
|
2022
Q1 | $5.19M | Buy |
24,181
+85
| +0.4% | +$18.2K | 0.07% | 203 |
|
|
2021
Q4 | $5.17M | Sell |
24,096
-768
| -3% | -$165K | 0.08% | 193 |
|
|
2021
Q3 | $4.53M | Buy |
24,864
+5,769
| +30% | +$1.05M | 0.08% | 190 |
|
|
2021
Q2 | $3.98M | Buy |
19,095
+1,367
| +8% | +$285K | 0.07% | 200 |
|
|
2021
Q1 | $3.01M | Buy |
17,728
+3,125
| +21% | +$531K | 0.06% | 225 |
|
|
2020
Q4 | $2.46M | Sell |
14,603
-19,539
| -57% | -$3.29M | 0.06% | 233 |
|
|
2020
Q3 | $5.67M | Buy |
34,142
+18,138
| +113% | +$3.01M | 0.09% | 189 |
|
|
2020
Q2 | $1.78M | Sell |
16,004
-857
| -5% | -$95.1K | 0.05% | 237 |
|
|
2020
Q1 | $1.57M | Buy |
16,861
+2,371
| +16% | +$221K | 0.05% | 226 |
|
|
2019
Q4 | $1.7M | Buy |
14,490
+7,806
| +117% | +$915K | 0.04% | 242 |
|
|
2019
Q3 | $800K | Buy |
6,684
+279
| +4% | +$33.4K | 0.03% | 249 |
|
|
2019
Q2 | $661K | Buy |
6,405
+587
| +10% | +$60.6K | 0.03% | 252 |
|
|
2019
Q1 | $650K | Buy |
5,818
+619
| +12% | +$69.2K | 0.03% | 240 |
|
|
2018
Q4 | $505K | Buy |
+5,199
| New | +$505K | 0.08% | 225 |
|