Certified Advisory Corp’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 | $208K | Buy |
2,061
+70
| +4% | +$7.07K | 0.02% | 295 |
|
|
2025
Q1 | $219K | Buy |
1,991
+15
| +0.8% | +$1.65K | 0.02% | 281 |
|
|
2024
Q4 | $249K | Sell |
1,976
-16
| -0.8% | -$2.02K | 0.03% | 260 |
|
|
2024
Q3 | $272K | Sell |
1,992
-92
| -4% | -$12.5K | 0.03% | 256 |
|
|
2024
Q2 | $285K | Buy |
2,084
+128
| +7% | +$17.5K | 0.04% | 241 |
|
|
2024
Q1 | $291K | Buy |
1,956
+33
| +2% | +$4.9K | 0.04% | 227 |
|
|
2023
Q4 | $302K | Sell |
1,923
-21,132
| -92% | -$3.32M | 0.05% | 219 |
|
|
2023
Q3 | $401K | Buy |
23,055
+20,632
| +852% | +$359K | 0.07% | 166 |
|
|
2023
Q2 | $434K | Sell |
2,423
-116
| -5% | -$20.8K | 0.08% | 161 |
|
|
2023
Q1 | $493K | Buy |
2,539
+539
| +27% | +$105K | 0.09% | 166 |
|
|
2022
Q4 | $348K | Buy |
2,000
+118
| +6% | +$20.5K | 0.07% | 178 |
|
|
2022
Q3 | $304K | Buy |
1,882
+140
| +8% | +$22.6K | 0.07% | 178 |
|
|
2022
Q2 | $318K | Buy |
1,742
+3
| +0.2% | +$548 | 0.07% | 173 |
|
|
2022
Q1 | $373K | Buy |
1,739
+2
| +0.1% | +$429 | 0.08% | 168 |
|
|
2021
Q4 | $372K | Buy |
1,737
+1
| +0.1% | +$214 | 0.08% | 174 |
|
|
2021
Q3 | $316K | Buy |
1,736
+16
| +0.9% | +$2.91K | 0.08% | 173 |
|
|
2021
Q2 | $358K | Buy |
1,720
+28
| +2% | +$5.83K | 0.09% | 168 |
|
|
2021
Q1 | $288K | Buy |
+1,692
| New | +$288K | 0.07% | 174 |
|
|
2020
Q2 | $174K | Buy |
1,568
+3
| +0.2% | +$333 | 0.06% | 187 |
|
|
2020
Q1 | $146K | Buy |
1,565
+3
| +0.2% | +$280 | 0.06% | 184 |
|
|
2019
Q4 | $183K | Buy |
1,562
+26
| +2% | +$3.05K | 0.06% | 189 |
|
|
2019
Q3 | $184K | Buy |
1,536
+2
| +0.1% | +$240 | 0.06% | 189 |
|
|
2019
Q2 | $158K | Sell |
1,534
-90
| -6% | -$9.27K | 0.06% | 188 |
|
|
2019
Q1 | $181K | Buy |
1,624
+727
| +81% | +$81K | 0.08% | 168 |
|
|
2018
Q4 | $87K | Buy |
897
+2
| +0.2% | +$194 | 0.05% | 211 |
|
|
2018
Q3 | $105K | Buy |
895
+1
| +0.1% | +$117 | 0.05% | 200 |
|
|
2018
Q2 | $95K | Buy |
894
+2
| +0.2% | +$213 | 0.05% | 200 |
|
|
2018
Q1 | $93K | Buy |
892
+702
| +369% | +$73.2K | 0.06% | 202 |
|
|
2017
Q4 | $22K | Buy |
+190
| New | +$22K | 0.02% | 356 |
|