Beacon Investment 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 | $1.74M | Buy |
17,227
+214
| +1% | +$21.7K | 0.75% | 35 |
|
|
2025
Q1 | $1.87M | Buy |
17,013
+248
| +1% | +$27.3K | 0.88% | 32 |
|
|
2024
Q4 | $2.11M | Buy |
16,765
+194
| +1% | +$24.5K | 0.99% | 27 |
|
|
2024
Q3 | $2.26M | Buy |
16,571
+597
| +4% | +$81.4K | 1.07% | 23 |
|
|
2024
Q2 | $2.19M | Buy |
15,974
+4,092
| +34% | +$560K | 1.12% | 22 |
|
|
2024
Q1 | $1.77M | Buy |
11,882
+224
| +2% | +$33.3K | 1.01% | 29 |
|
|
2023
Q4 | $1.83M | Buy |
11,658
+199
| +2% | +$31.3K | 1.17% | 23 |
|
|
2023
Q3 | $1.79M | Buy |
11,459
+171
| +2% | +$26.7K | 1.26% | 22 |
|
|
2023
Q2 | $2.02M | Buy |
11,288
+176
| +2% | +$31.5K | 1.38% | 17 |
|
|
2023
Q1 | $2.16M | Buy |
11,112
+203
| +2% | +$39.4K | 1.57% | 15 |
|
|
2022
Q4 | $1.9M | Buy |
+10,909
| New | +$1.9M | 1.58% | 14 |
|