Avestar Capital’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 | $278K | Buy |
2,757
+840
| +44% | +$84.8K | 0.02% | 358 |
|
|
2025
Q1 | $211K | Sell |
1,917
-836
| -30% | -$92K | 0.02% | 398 |
|
|
2024
Q4 | $347K | Buy |
2,753
+475
| +21% | +$59.9K | 0.03% | 321 |
|
|
2024
Q3 | $311K | Sell |
2,278
-153
| -6% | -$20.9K | 0.03% | 316 |
|
|
2024
Q2 | $333K | Sell |
2,431
-460
| -16% | -$63K | 0.03% | 292 |
|
|
2024
Q1 | $430K | Buy |
2,891
+681
| +31% | +$101K | 0.05% | 236 |
|
|
2023
Q4 | $347K | Buy |
2,210
+518
| +31% | +$81.4K | 0.04% | 245 |
|
|
2023
Q3 | $264K | Sell |
1,692
-295
| -15% | -$46K | 0.04% | 257 |
|
|
2023
Q2 | $356K | Sell |
1,987
-307
| -13% | -$55K | 0.06% | 180 |
|
|
2023
Q1 | $445K | Buy |
2,294
+366
| +19% | +$71K | 0.08% | 145 |
|
|
2022
Q4 | $335K | Sell |
1,928
-90
| -4% | -$15.6K | 0.06% | 175 |
|
|
2022
Q3 | $326K | Buy |
2,018
+29
| +1% | +$4.69K | 0.08% | 155 |
|
|
2022
Q2 | $363K | Buy |
1,989
+326
| +20% | +$59.5K | 0.09% | 146 |
|
|
2022
Q1 | $357K | Buy |
1,663
+59
| +4% | +$12.7K | 0.06% | 242 |
|
|
2021
Q4 | $344K | Buy |
1,604
+179
| +13% | +$38.4K | 0.04% | 250 |
|
|
2021
Q3 | $259K | Buy |
1,425
+70
| +5% | +$12.7K | 0.03% | 293 |
|
|
2021
Q2 | $282K | Sell |
1,355
-1,166
| -46% | -$243K | 0.04% | 271 |
|
|
2021
Q1 | $500K | Buy |
2,521
+150
| +6% | +$29.8K | 0.11% | 184 |
|
|
2020
Q4 | $399K | Buy |
+2,371
| New | +$399K | 0.11% | 170 |
|
|
2019
Q3 | – | Sell |
-1,239
| Closed | -$108K | – | 804 |
|
|
2019
Q2 | $108K | Sell |
1,239
-18
| -1% | -$1.57K | 0.07% | 176 |
|
|
2019
Q1 | $123K | Buy |
1,257
+104
| +9% | +$10.2K | 0.08% | 166 |
|
|
2018
Q4 | $89K | Sell |
1,153
-234
| -17% | -$18.1K | 0.06% | 193 |
|
|
2018
Q3 | $138K | Sell |
1,387
-417
| -23% | -$41.5K | 0.08% | 162 |
|
|
2018
Q2 | $171K | Buy |
1,804
+120
| +7% | +$11.4K | 0.11% | 128 |
|
|
2018
Q1 | $157K | Buy |
1,684
+773
| +85% | +$72.1K | 0.1% | 120 |
|
|
2017
Q4 | $92K | Buy |
+911
| New | +$92K | 0.07% | 167 |
|