Capital Investment Advisory Services’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 | $4.6M | Buy |
45,616
+11,920
| +35% | +$1.2M | 0.38% | 62 |
|
|
2025
Q1 | $3.71M | Buy |
33,696
+13,691
| +68% | +$1.51M | 0.33% | 70 |
|
|
2024
Q4 | $2.52M | Buy |
20,005
+6,603
| +49% | +$833K | 0.24% | 91 |
|
|
2024
Q3 | $1.83M | Buy |
13,402
+4,849
| +57% | +$661K | 0.17% | 134 |
|
|
2024
Q2 | $1.17M | Buy |
8,553
+98
| +1% | +$13.4K | 0.12% | 177 |
|
|
2024
Q1 | $1.26M | Sell |
8,455
-1,452
| -15% | -$216K | 0.13% | 166 |
|
|
2023
Q4 | $1.56M | Sell |
9,907
-2,708
| -21% | -$426K | 0.14% | 134 |
|
|
2023
Q3 | $1.97M | Sell |
12,615
-247
| -2% | -$38.5K | 0.19% | 94 |
|
|
2023
Q2 | $2.31M | Sell |
12,862
-239
| -2% | -$42.8K | 0.23% | 77 |
|
|
2023
Q1 | $2.54M | Sell |
13,101
-2,432
| -16% | -$472K | 0.3% | 69 |
|
|
2022
Q4 | $2.7M | Buy |
15,533
+1,178
| +8% | +$205K | 0.32% | 65 |
|
|
2022
Q3 | $2.32M | Buy |
14,355
+318
| +2% | +$51.4K | 0.3% | 66 |
|
|
2022
Q2 | $2.56M | Sell |
14,037
-18
| -0.1% | -$3.29K | 0.31% | 63 |
|
|
2022
Q1 | $3.01M | Sell |
14,055
-129
| -0.9% | -$27.7K | 0.33% | 61 |
|
|
2021
Q4 | $3.04M | Buy |
14,184
+136
| +1% | +$29.1K | 0.36% | 58 |
|
|
2021
Q3 | $2.56M | Sell |
14,048
-733
| -5% | -$133K | 0.32% | 64 |
|
|
2021
Q2 | $3.07M | Sell |
14,781
-1,566
| -10% | -$326K | 0.39% | 55 |
|
|
2021
Q1 | $2.78M | Sell |
16,347
-1,025
| -6% | -$174K | 0.39% | 58 |
|
|
2020
Q4 | $2.93M | Buy |
17,372
+422
| +2% | +$71.1K | 0.43% | 51 |
|
|
2020
Q3 | $2.82M | Buy |
16,950
+933
| +6% | +$155K | 0.53% | 40 |
|
|
2020
Q2 | $1.78M | Sell |
16,017
-59
| -0.4% | -$6.56K | 0.36% | 65 |
|
|
2020
Q1 | $1.5M | Buy |
16,076
+10,756
| +202% | +$1M | 0.37% | 62 |
|
|
2019
Q4 | $623K | Buy |
5,320
+643
| +14% | +$75.3K | 0.17% | 131 |
|
|
2019
Q3 | $560K | Buy |
4,677
+2
| +0% | +$239 | 0.16% | 125 |
|
|
2019
Q2 | $486K | Sell |
4,675
-147
| -3% | -$15.3K | 0.15% | 148 |
|
|
2019
Q1 | $539K | Sell |
4,822
-244
| -5% | -$27.3K | 0.2% | 101 |
|
|
2018
Q4 | $494K | Buy |
5,066
+388
| +8% | +$37.8K | 0.21% | 96 |
|
|
2018
Q3 | $546K | Sell |
4,678
-16
| -0.3% | -$1.87K | 0.26% | 97 |
|
|
2018
Q2 | $499K | Sell |
4,694
-88
| -2% | -$9.36K | 0.25% | 100 |
|
|
2018
Q1 | $500K | Buy |
+4,782
| New | +$500K | 0.28% | 89 |
|