CA
Carson Advisory’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
11,187
-1,073
| -9% | -$108K | 0.72% | 33 |
|
|
2025
Q1 | $1.35M | Buy |
12,260
+47
| +0.4% | +$5.17K | 0.91% | 27 |
|
|
2024
Q4 | $1.54M | Sell |
12,213
-1,536
| -11% | -$194K | 1.07% | 24 |
|
|
2024
Q3 | $1.87M | Buy |
13,749
+575
| +4% | +$78.4K | 1.18% | 20 |
|
|
2024
Q2 | $1.8M | Buy |
13,174
+3,354
| +34% | +$459K | 1.26% | 20 |
|
|
2024
Q1 | $1.46M | Buy |
9,820
+845
| +9% | +$126K | 1.03% | 25 |
|
|
2023
Q4 | $1.41M | Buy |
8,975
+140
| +2% | +$22K | 1.1% | 26 |
|
|
2023
Q3 | $1.38M | Buy |
8,835
+303
| +4% | +$47.2K | 1.21% | 22 |
|
|
2023
Q2 | $1.53M | Buy |
8,532
+349
| +4% | +$62.6K | 1.29% | 17 |
|
|
2023
Q1 | $1.59M | Sell |
8,183
-512
| -6% | -$99.3K | 1.41% | 15 |
|
|
2022
Q4 | $1.51M | Buy |
8,695
+462
| +6% | +$80.3K | 1.45% | 17 |
|
|
2022
Q3 | $1.33M | Buy |
8,233
+6
| +0.1% | +$969 | 1.47% | 16 |
|
|
2022
Q2 | $1.5M | Buy |
8,227
+351
| +4% | +$64.1K | 1.68% | 14 |
|
|
2022
Q1 | $1.69M | Sell |
7,876
-206
| -3% | -$44.2K | 1.68% | 14 |
|
|
2021
Q4 | $1.73M | Buy |
+8,082
| New | +$1.73M | 1.75% | 13 |
|