Barnes Pettey Financial 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 | $222K | Buy |
2,197
+4
| +0.2% | +$404 | 0.15% | 103 |
|
|
2025
Q1 | $241K | Buy |
+2,193
| New | +$241K | 0.19% | 85 |
|
|
2023
Q3 | – | Sell |
-1,209
| Closed | -$217K | – | 98 |
|
|
2023
Q2 | $217K | Hold |
1,209
| – | – | 0.19% | 94 |
|
|
2023
Q1 | $235K | Hold |
1,209
| – | – | 0.22% | 92 |
|
|
2022
Q4 | $210K | Buy |
+1,209
| New | +$210K | 0.22% | 96 |
|
|
2022
Q3 | – | Sell |
-1,209
| Closed | -$221K | – | 92 |
|
|
2022
Q2 | $221K | Hold |
1,209
| – | – | 0.29% | 80 |
|
|
2022
Q1 | $259K | Hold |
1,209
| – | – | 0.31% | 73 |
|
|
2021
Q4 | $259K | Buy |
+1,209
| New | +$259K | 0.3% | 77 |
|