B. Riley Wealth Advisors’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 | $1.19M | Buy |
+11,766
| New | +$1.19M | 0.06% | 303 |
|
|
2024
Q4 | $2.54M | Sell |
20,149
-1,132
| -5% | -$143K | 0.08% | 237 |
|
|
2024
Q3 | $2.85M | Sell |
21,281
-2,924
| -12% | -$391K | 0.08% | 243 |
|
|
2024
Q2 | $3.31M | Buy |
24,205
+1,863
| +8% | +$255K | 0.08% | 225 |
|
|
2024
Q1 | $3.48M | Sell |
22,342
-118
| -0.5% | -$18.4K | 0.09% | 214 |
|
|
2023
Q4 | $3.53M | Buy |
22,460
+118
| +0.5% | +$18.6K | 0.1% | 224 |
|
|
2023
Q3 | $3.48M | Sell |
22,342
-1,451
| -6% | -$226K | 0.09% | 214 |
|
|
2023
Q2 | $4.26M | Sell |
23,793
-1,921
| -7% | -$344K | 0.1% | 213 |
|
|
2023
Q1 | $4.99M | Sell |
25,714
-7,312
| -22% | -$1.42M | 0.13% | 175 |
|
|
2022
Q4 | $5.74M | Buy |
33,026
+1,852
| +6% | +$322K | 0.16% | 150 |
|
|
2022
Q3 | $5.04M | Buy |
31,174
+5,595
| +22% | +$904K | 0.15% | 147 |
|
|
2022
Q2 | $4.67M | Sell |
25,579
-927
| -3% | -$169K | 0.2% | 112 |
|
|
2022
Q1 | $5.69M | Sell |
26,506
-8,834
| -25% | -$1.9M | 0.19% | 118 |
|
|
2021
Q4 | $7.58M | Buy |
35,340
+1,519
| +4% | +$326K | 0.22% | 100 |
|
|
2021
Q3 | $6.21M | Buy |
33,821
+963
| +3% | +$177K | 0.2% | 109 |
|
|
2021
Q2 | $6.78M | Buy |
32,858
+3,611
| +12% | +$745K | 0.22% | 101 |
|
|
2021
Q1 | $4.97M | Buy |
29,247
+4,349
| +17% | +$739K | 0.18% | 137 |
|
|
2020
Q4 | $4.19M | Buy |
24,898
+5,418
| +28% | +$913K | 0.22% | 103 |
|
|
2020
Q3 | $3.08M | Buy |
19,480
+366
| +2% | +$57.9K | 0.16% | 142 |
|
|
2020
Q2 | $2.13M | Buy |
19,114
+5,528
| +41% | +$615K | 0.14% | 160 |
|
|
2020
Q1 | $1.27M | Buy |
13,586
+5,443
| +67% | +$509K | 0.11% | 194 |
|
|
2019
Q4 | $954K | Buy |
8,143
+1,308
| +19% | +$153K | 0.08% | 249 |
|
|
2019
Q3 | $820K | Sell |
6,835
-1,985
| -23% | -$238K | 0.08% | 261 |
|
|
2019
Q2 | $912K | Buy |
8,820
+433
| +5% | +$44.8K | 0.1% | 218 |
|
|
2019
Q1 | $938K | Buy |
8,387
+1,527
| +22% | +$171K | 0.12% | 194 |
|
|
2018
Q4 | $670K | Sell |
6,860
-35
| -0.5% | -$3.42K | 0.1% | 227 |
|
|
2018
Q3 | $806K | Buy |
6,895
+365
| +6% | +$42.7K | 0.1% | 226 |
|
|
2018
Q2 | $694K | Buy |
6,530
+353
| +6% | +$37.5K | 0.09% | 244 |
|
|
2018
Q1 | $647K | Buy |
6,177
+1,543
| +33% | +$162K | 0.09% | 243 |
|
|
2017
Q4 | $553K | Buy |
4,634
+774
| +20% | +$92.4K | 0.07% | 293 |
|
|
2017
Q3 | $464K | Buy |
3,860
+254
| +7% | +$30.5K | 0.08% | 277 |
|
|
2017
Q2 | $399K | Buy |
3,606
+310
| +9% | +$34.3K | 0.07% | 300 |
|
|
2017
Q1 | $354K | Buy |
3,296
+579
| +21% | +$62.2K | 0.07% | 297 |
|
|
2016
Q4 | $312K | Buy |
2,717
+257
| +10% | +$29.5K | 0.06% | 335 |
|
|
2016
Q3 | $269K | Sell |
2,460
-336
| -12% | -$36.7K | 0.05% | 441 |
|
|
2016
Q2 | $302K | Sell |
2,796
-27
| -1% | -$2.92K | 0.06% | 393 |
|
|
2016
Q1 | $298K | Sell |
2,823
-587
| -17% | -$62K | 0.07% | 357 |
|
|
2015
Q4 | $329K | Buy |
3,410
+199
| +6% | +$19.2K | 0.07% | 342 |
|
|
2015
Q3 | $318K | Buy |
3,211
+720
| +29% | +$71.3K | 0.08% | 337 |
|
|
2015
Q2 | $242K | Sell |
2,491
-974
| -28% | -$94.6K | 0.06% | 390 |
|
|
2015
Q1 | $336K | Sell |
3,465
-946
| -21% | -$91.7K | 0.08% | 321 |
|
|
2014
Q4 | $4.63K | Buy |
4,411
+1,912
| +77% | +$2.01K | 0.1% | 267 |
|
|
2014
Q3 | $246K | Sell |
2,499
-879
| -26% | -$86.5K | 0.06% | 434 |
|
|
2014
Q2 | $347K | Buy |
+3,378
| New | +$347K | 0.08% | 273 |
|
|
2013
Q4 | – | Sell |
-1,533
| Closed | -$140K | – | 721 |
|
|
2013
Q3 | $140K | Buy |
+1,533
| New | +$140K | 0.05% | 450 |
|