Bell 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 | $23K | Buy |
228
+48
| +27% | +$4.85K | ﹤0.01% | 387 |
|
|
2025
Q1 | $19.8K | Buy |
180
+91
| +102% | +$10K | ﹤0.01% | 391 |
|
|
2024
Q4 | $11.2K | Sell |
89
-22
| -20% | -$2.77K | ﹤0.01% | 557 |
|
|
2024
Q3 | $15.1K | Sell |
111
-32
| -22% | -$4.36K | ﹤0.01% | 468 |
|
|
2024
Q2 | $19.6K | Sell |
143
-22
| -13% | -$3.01K | ﹤0.01% | 401 |
|
|
2024
Q1 | $24.5K | Buy |
165
+8
| +5% | +$1.19K | ﹤0.01% | 340 |
|
|
2023
Q4 | $24.7K | Sell |
157
-36
| -19% | -$5.66K | 0.01% | 308 |
|
|
2023
Q3 | $30.1K | Sell |
193
-6
| -3% | -$935 | 0.01% | 245 |
|
|
2023
Q2 | $35.7K | Sell |
199
-49
| -20% | -$8.78K | 0.01% | 208 |
|
|
2023
Q1 | $48.1K | Buy |
248
+10
| +4% | +$1.94K | 0.01% | 167 |
|
|
2022
Q4 | $41.4K | Buy |
238
+5
| +2% | +$869 | 0.01% | 190 |
|
|
2022
Q3 | $38K | Buy |
233
+25
| +12% | +$4.08K | 0.01% | 170 |
|
|
2022
Q2 | $38K | Buy |
+208
| New | +$38K | 0.01% | 166 |
|
|
2021
Q4 | $41K | Buy |
191
+5
| +3% | +$1.07K | 0.01% | 182 |
|
|
2021
Q3 | $34K | Buy |
+186
| New | +$34K | 0.01% | 197 |
|