Avitas Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.31M | Sell |
10,397
-74
| -0.7% | -$9.33K | 0.18% | 119 |
|
|
2024
Q3 | $1.43M | Sell |
10,471
-42
| -0.4% | -$5.73K | 0.2% | 118 |
|
|
2024
Q2 | $1.44M | Sell |
10,513
-7,754
| -42% | -$1.06M | 0.21% | 111 |
|
|
2024
Q1 | $2.72M | Sell |
18,267
-227
| -1% | -$33.7K | 0.41% | 60 |
|
|
2023
Q4 | $2.91M | Sell |
18,494
-1,530
| -8% | -$241K | 0.49% | 53 |
|
|
2023
Q3 | $3.12M | Sell |
20,024
-445
| -2% | -$69.4K | 0.59% | 42 |
|
|
2023
Q2 | $3.67M | Sell |
20,469
-81
| -0.4% | -$14.5K | 0.66% | 41 |
|
|
2023
Q1 | $3.99M | Buy |
20,550
+818
| +4% | +$159K | 0.78% | 32 |
|
|
2022
Q4 | $3.43M | Buy |
19,732
+2,951
| +18% | +$513K | 0.72% | 42 |
|
|
2022
Q3 | $2.71M | Buy |
16,781
+5,678
| +51% | +$917K | 0.62% | 46 |
|
|
2022
Q2 | $2.03M | Buy |
11,103
+96
| +0.9% | +$17.5K | 0.44% | 69 |
|
|
2022
Q1 | $2.36M | Sell |
11,007
-8,208
| -43% | -$1.76M | 0.43% | 73 |
|
|
2021
Q4 | $4.12M | Buy |
19,215
+246
| +1% | +$52.7K | 0.69% | 57 |
|
|
2021
Q3 | $3.45M | Sell |
18,969
-317
| -2% | -$57.7K | 0.63% | 61 |
|
|
2021
Q2 | $4.01M | Buy |
19,286
+444
| +2% | +$92.3K | 0.71% | 48 |
|
|
2021
Q1 | $3.2M | Sell |
18,842
-1,291
| -6% | -$219K | 0.63% | 59 |
|
|
2020
Q4 | $3.39M | Sell |
20,133
-24
| -0.1% | -$4.04K | 0.69% | 43 |
|
|
2020
Q3 | $3.36M | Sell |
20,157
-149
| -0.7% | -$24.8K | 0.94% | 29 |
|
|
2020
Q2 | $2.26M | Sell |
20,306
-688
| -3% | -$76.5K | 0.75% | 45 |
|
|
2020
Q1 | $1.96M | Buy |
20,994
+1,582
| +8% | +$148K | 0.89% | 39 |
|
|
2019
Q4 | $2.27M | Buy |
19,412
+82
| +0.4% | +$9.6K | 0.58% | 78 |
|
|
2019
Q3 | $2.32M | Buy |
19,330
+216
| +1% | +$25.9K | 0.64% | 73 |
|
|
2019
Q2 | $1.97M | Sell |
19,114
-245
| -1% | -$25.3K | 0.55% | 83 |
|
|
2019
Q1 | $2.16M | Buy |
19,359
+84
| +0.4% | +$9.39K | 0.63% | 73 |
|
|
2018
Q4 | $1.88M | Buy |
19,275
+45
| +0.2% | +$4.39K | 0.62% | 73 |
|
|
2018
Q3 | $2.25M | Buy |
19,230
+336
| +2% | +$39.2K | 0.64% | 74 |
|
|
2018
Q2 | $2.01M | Buy |
+18,894
| New | +$2.01M | 0.63% | 78 |
|