Capital Advisors Wealth Management’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 | – | Sell |
-1,881
| Closed | -$207K | – | 195 |
|
|
2025
Q1 | $207K | Sell |
1,881
-290
| -13% | -$31.9K | 0.04% | 175 |
|
|
2024
Q4 | $274K | Sell |
2,171
-185
| -8% | -$23.3K | 0.05% | 140 |
|
|
2024
Q3 | $321K | Sell |
2,356
-130
| -5% | -$17.7K | 0.06% | 125 |
|
|
2024
Q2 | $340K | Sell |
2,486
-1,144
| -32% | -$157K | 0.07% | 113 |
|
|
2024
Q1 | $540K | Sell |
3,630
-423
| -10% | -$62.9K | 0.11% | 81 |
|
|
2023
Q4 | $637K | Sell |
4,053
-18
| -0.4% | -$2.83K | 0.15% | 69 |
|
|
2023
Q3 | $635K | Sell |
4,071
-808
| -17% | -$126K | 0.17% | 70 |
|
|
2023
Q2 | $874K | Buy |
4,879
+234
| +5% | +$41.9K | 0.22% | 60 |
|
|
2023
Q1 | $901K | Buy |
4,645
+86
| +2% | +$16.7K | 0.25% | 59 |
|
|
2022
Q4 | $793K | Buy |
4,559
+107
| +2% | +$18.6K | 0.24% | 54 |
|
|
2022
Q3 | $719K | Buy |
4,452
+2,999
| +206% | +$484K | 0.24% | 51 |
|
|
2022
Q2 | $265K | Buy |
+1,453
| New | +$265K | 0.09% | 95 |
|