BPA
Beacon Pointe Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.24M | Buy |
81,645
+5,878
| +8% | +$593K | 0.09% | 207 |
|
|
2025
Q1 | $8.33M | Buy |
75,767
+33,968
| +81% | +$3.74M | 0.09% | 201 |
|
|
2024
Q4 | $5.27M | Sell |
41,799
-18,539
| -31% | -$2.34M | 0.06% | 273 |
|
|
2024
Q3 | $8.23M | Sell |
60,338
-7,297
| -11% | -$995K | 0.09% | 188 |
|
|
2024
Q2 | $9.26M | Sell |
67,635
-4,523
| -6% | -$619K | 0.11% | 169 |
|
|
2024
Q1 | $10.7M | Buy |
72,158
+21,929
| +44% | +$3.26M | 0.12% | 166 |
|
|
2023
Q4 | $7.9M | Sell |
50,229
-17,677
| -26% | -$2.78M | 0.09% | 190 |
|
|
2023
Q3 | $10.6M | Buy |
67,906
+28,930
| +74% | +$4.51M | 0.13% | 158 |
|
|
2023
Q2 | $6.99M | Buy |
38,976
+844
| +2% | +$151K | 0.11% | 168 |
|
|
2023
Q1 | $7.4M | Sell |
38,132
-6,577
| -15% | -$1.28M | 0.13% | 166 |
|
|
2022
Q4 | $7.77M | Sell |
44,709
-6,320
| -12% | -$1.1M | 0.15% | 138 |
|
|
2022
Q3 | $8.24M | Buy |
51,029
+1,385
| +3% | +$224K | 0.18% | 127 |
|
|
2022
Q2 | $9.06M | Sell |
49,644
-14,510
| -23% | -$2.65M | 0.19% | 122 |
|
|
2022
Q1 | $13.8M | Buy |
64,154
+38,600
| +151% | +$8.28M | 0.19% | 118 |
|
|
2021
Q4 | $5.48M | Sell |
25,554
-7,616
| -23% | -$1.63M | 0.14% | 133 |
|
|
2021
Q3 | $6.04M | Buy |
33,170
+2,715
| +9% | +$494K | 0.15% | 147 |
|
|
2021
Q2 | $6.33M | Buy |
30,455
+13,621
| +81% | +$2.83M | 0.22% | 102 |
|
|
2021
Q1 | $2.86M | Sell |
16,834
-7,803
| -32% | -$1.33M | 0.18% | 105 |
|
|
2020
Q4 | $4.15M | Buy |
24,637
+660
| +3% | +$111K | 0.28% | 74 |
|
|
2020
Q3 | $4M | Sell |
23,977
-2,848
| -11% | -$475K | 0.39% | 58 |
|
|
2020
Q2 | $2.98M | Buy |
26,825
+11,750
| +78% | +$1.31M | 0.3% | 77 |
|
|
2020
Q1 | $1.41M | Buy |
+15,075
| New | +$1.41M | 0.22% | 96 |
|