APP
Avantax Planning Partners’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Buy |
47,445
+4,990
| +12% | +$504K | 0.15% | 88 |
|
|
2025
Q1 | $4.67M | Buy |
42,455
+3,456
| +9% | +$380K | 0.17% | 86 |
|
|
2024
Q4 | $4.92M | Buy |
38,999
+1,361
| +4% | +$172K | 0.18% | 84 |
|
|
2024
Q3 | $5.13M | Sell |
37,638
-6,679
| -15% | -$911K | 0.18% | 81 |
|
|
2024
Q2 | $6.06M | Buy |
44,317
+4,654
| +12% | +$637K | 0.19% | 81 |
|
|
2024
Q1 | $5.9M | Buy |
39,663
+27,516
| +227% | +$4.09M | 0.19% | 84 |
|
|
2023
Q4 | $1.91M | Buy |
12,147
+765
| +7% | +$120K | 0.07% | 114 |
|
|
2023
Q3 | $1.77M | Buy |
11,382
+8,920
| +362% | +$1.39M | 0.07% | 115 |
|
|
2023
Q2 | $441K | Buy |
2,462
+101
| +4% | +$18.1K | 0.02% | 245 |
|
|
2023
Q1 | $458K | Sell |
2,361
-2,079
| -47% | -$403K | 0.02% | 239 |
|
|
2022
Q4 | $772K | Sell |
4,440
-131
| -3% | -$22.8K | 0.03% | 195 |
|
|
2022
Q3 | $738K | Sell |
4,571
-3,290
| -42% | -$531K | 0.03% | 187 |
|
|
2022
Q2 | $1.44M | Buy |
7,861
+1,413
| +22% | +$258K | 0.06% | 121 |
|
|
2022
Q1 | $1.38M | Buy |
6,448
+951
| +17% | +$204K | 0.05% | 129 |
|
|
2021
Q4 | $1.18M | Sell |
5,497
-224
| -4% | -$48K | 0.05% | 150 |
|
|
2021
Q3 | $1.04M | Sell |
5,721
-8,798
| -61% | -$1.6M | 0.05% | 137 |
|
|
2021
Q2 | $3.02M | Buy |
14,519
+118
| +0.8% | +$24.5K | 0.14% | 65 |
|
|
2021
Q1 | $2.45M | Sell |
14,401
-3,915
| -21% | -$666K | 0.13% | 71 |
|
|
2020
Q4 | $3.08M | Sell |
18,316
-2,166
| -11% | -$365K | 0.16% | 51 |
|
|
2020
Q3 | $3.41M | Sell |
20,482
-580
| -3% | -$96.6K | 0.18% | 48 |
|
|
2020
Q2 | $2.34M | Buy |
21,062
+1,221
| +6% | +$136K | 0.13% | 64 |
|
|
2020
Q1 | $1.85M | Buy |
19,841
+8,823
| +80% | +$824K | 0.13% | 65 |
|
|
2019
Q4 | $1.29M | Sell |
11,018
-44
| -0.4% | -$5.15K | 0.08% | 96 |
|
|
2019
Q3 | $1.33M | Buy |
11,062
+1,462
| +15% | +$175K | 0.08% | 91 |
|
|
2019
Q2 | $978K | Sell |
9,600
-394
| -4% | -$40.1K | 0.06% | 107 |
|
|
2019
Q1 | $1.12M | Buy |
9,994
+1,580
| +19% | +$177K | 0.08% | 95 |
|
|
2018
Q4 | $821K | Buy |
8,414
+139
| +2% | +$13.6K | 0.06% | 107 |
|
|
2018
Q3 | $966K | Sell |
8,275
-359
| -4% | -$41.9K | 0.08% | 81 |
|
|
2018
Q2 | $917K | Sell |
8,634
-1,282
| -13% | -$136K | 0.08% | 85 |
|
|
2018
Q1 | $1.04M | Sell |
9,916
-486
| -5% | -$50.9K | 0.09% | 95 |
|
|
2017
Q4 | $1.24M | Sell |
10,402
-36,631
| -78% | -$4.36M | 0.11% | 84 |
|
|
2017
Q3 | $5.65M | Sell |
47,033
-761
| -2% | -$91.4K | 0.45% | 18 |
|
|
2017
Q2 | $5.29M | Buy |
47,794
+1,246
| +3% | +$138K | 0.45% | 19 |
|
|
2017
Q1 | $5M | Buy |
46,548
+6,829
| +17% | +$733K | 0.45% | 19 |
|
|
2016
Q4 | $4.55M | Buy |
+39,719
| New | +$4.55M | 0.49% | 17 |
|