CarsonAllaria 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 | $135K | Sell |
1,341
-305
| -19% | -$30.8K | 0.07% | 88 |
|
|
2025
Q1 | $181K | Buy |
1,646
+88
| +6% | +$9.68K | 0.1% | 73 |
|
|
2024
Q4 | $196K | Buy |
1,558
+481
| +45% | +$60.7K | 0.11% | 65 |
|
|
2024
Q3 | $147K | Buy |
1,077
+126
| +13% | +$17.2K | 0.08% | 79 |
|
|
2024
Q2 | $130K | Sell |
951
-17
| -2% | -$2.33K | 0.08% | 77 |
|
|
2024
Q1 | $144K | Buy |
968
+183
| +23% | +$27.2K | 0.09% | 79 |
|
|
2023
Q4 | $123K | Sell |
785
-10
| -1% | -$1.57K | 0.09% | 79 |
|
|
2023
Q3 | $124K | Sell |
795
-17
| -2% | -$2.65K | 0.1% | 81 |
|
|
2023
Q2 | $146K | Buy |
812
+5
| +0.6% | +$896 | 0.11% | 79 |
|
|
2023
Q1 | $157K | Buy |
807
+4
| +0.5% | +$777 | 0.13% | 75 |
|
|
2022
Q4 | $140K | Buy |
803
+3
| +0.4% | +$523 | 0.12% | 74 |
|
|
2022
Q3 | $129K | Buy |
800
+3
| +0.4% | +$484 | 0.12% | 80 |
|
|
2022
Q2 | $146K | Buy |
797
+5
| +0.6% | +$916 | 0.14% | 78 |
|
|
2022
Q1 | $170K | Buy |
792
+18
| +2% | +$3.86K | 0.15% | 73 |
|
|
2021
Q4 | $166K | Buy |
+774
| New | +$166K | 0.15% | 75 |
|