Beacon Financial Advisory’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 | $1.34M | Buy |
13,319
+2,248
| +20% | +$227K | 0.35% | 69 |
|
|
2025
Q1 | $1.22M | Sell |
11,071
-1,985
| -15% | -$218K | 0.37% | 68 |
|
|
2024
Q4 | $1.65M | Sell |
13,056
-1,352
| -9% | -$170K | 0.54% | 39 |
|
|
2024
Q3 | $1.96M | Buy |
14,408
+3,960
| +38% | +$540K | 0.67% | 29 |
|
|
2024
Q2 | $1.43M | Buy |
+10,448
| New | +$1.43M | 0.53% | 36 |
|
|
2022
Q3 | – | Sell |
-1,164
| Closed | -$212K | – | 221 |
|
|
2022
Q2 | $212K | Buy |
1,164
+227
| +24% | +$41.3K | 0.12% | 205 |
|
|
2022
Q1 | $201K | Buy |
937
+1
| +0.1% | +$215 | 0.1% | 230 |
|
|
2021
Q4 | $201K | Buy |
+936
| New | +$201K | 0.09% | 237 |
|
|
2020
Q3 | – | Sell |
-3,317
| Closed | -$368K | – | 185 |
|
|
2020
Q2 | $368K | Buy |
3,317
+1
| +0% | +$111 | 0.4% | 83 |
|
|
2020
Q1 | $309K | Buy |
+3,316
| New | +$309K | 0.39% | 86 |
|