Cetera Investment Advisers’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3M | Buy |
379,467
+30,095
| +9% | +$3.04M | 0.06% | 306 |
|
|
2025
Q1 | $38.4M | Buy |
349,372
+70,691
| +25% | +$7.78M | 0.07% | 272 |
|
|
2024
Q4 | $35.1M | Buy |
278,681
+16,076
| +6% | +$2.03M | 0.07% | 271 |
|
|
2024
Q3 | $35.8M | Sell |
262,605
-41,903
| -14% | -$5.71M | 0.08% | 256 |
|
|
2024
Q2 | $41.7M | Sell |
304,508
-5,943
| -2% | -$813K | 0.1% | 205 |
|
|
2024
Q1 | $46.1M | Buy |
310,451
+242,915
| +360% | +$36.1M | 0.11% | 183 |
|
|
2023
Q4 | $10.6M | Sell |
67,536
-2,857
| -4% | -$449K | 0.09% | 216 |
|
|
2023
Q3 | $11M | Buy |
70,393
+2,890
| +4% | +$450K | 0.09% | 199 |
|
|
2023
Q2 | $12.1M | Sell |
67,503
-2,359
| -3% | -$423K | 0.1% | 181 |
|
|
2023
Q1 | $13.6M | Buy |
69,862
+4,426
| +7% | +$859K | 0.12% | 156 |
|
|
2022
Q4 | $11.4M | Buy |
65,436
+20,960
| +47% | +$3.64M | 0.11% | 188 |
|
|
2022
Q3 | $7.19M | Sell |
44,476
-6,773
| -13% | -$1.09M | 0.14% | 148 |
|
|
2022
Q2 | $9.36M | Buy |
51,249
+5,128
| +11% | +$936K | 0.15% | 141 |
|
|
2022
Q1 | $9.89M | Sell |
46,121
-160
| -0.3% | -$34.3K | 0.14% | 150 |
|
|
2021
Q4 | $9.92M | Sell |
46,281
-602
| -1% | -$129K | 0.14% | 156 |
|
|
2021
Q3 | $8.54M | Buy |
46,883
+1,551
| +3% | +$282K | 0.14% | 164 |
|
|
2021
Q2 | $9.43M | Buy |
45,332
+3,716
| +9% | +$773K | 0.15% | 150 |
|
|
2021
Q1 | $7.07M | Sell |
41,616
-5,657
| -12% | -$962K | 0.14% | 162 |
|
|
2020
Q4 | $7.96M | Buy |
47,273
+29,592
| +167% | +$4.98M | 0.16% | 142 |
|
|
2020
Q3 | $2.95M | Sell |
17,681
-2,458
| -12% | -$410K | 0.24% | 105 |
|
|
2020
Q2 | $2.24M | Buy |
20,139
+2,539
| +14% | +$282K | 0.21% | 124 |
|
|
2020
Q1 | $1.64M | Buy |
17,600
+4,025
| +30% | +$376K | 0.2% | 131 |
|
|
2019
Q4 | $1.59M | Sell |
13,575
-193
| -1% | -$22.6K | 0.16% | 151 |
|
|
2019
Q3 | $1.66M | Sell |
13,768
-28,554
| -67% | -$3.43M | 0.2% | 130 |
|
|
2019
Q2 | $4.37M | Buy |
42,322
+1,704
| +4% | +$176K | 0.56% | 42 |
|
|
2019
Q1 | $4.53M | Buy |
40,618
+4,683
| +13% | +$522K | 0.64% | 34 |
|
|
2018
Q4 | $3.51M | Buy |
35,935
+554
| +2% | +$54.1K | 0.57% | 42 |
|
|
2018
Q3 | $4.13M | Buy |
35,381
+401
| +1% | +$46.8K | 0.59% | 38 |
|
|
2018
Q2 | $3.72M | Sell |
34,980
-5,697
| -14% | -$605K | 0.65% | 35 |
|
|
2018
Q1 | $4.26M | Buy |
40,677
+135
| +0.3% | +$14.1K | 0.8% | 23 |
|
|
2017
Q4 | $4.83M | Buy |
40,542
+9,943
| +32% | +$1.19M | 0.89% | 21 |
|
|
2017
Q3 | $3.68M | Buy |
30,599
+182
| +0.6% | +$21.9K | 0.81% | 21 |
|
|
2017
Q2 | $3.36M | Buy |
30,417
+334
| +1% | +$36.9K | 0.82% | 20 |
|
|
2017
Q1 | $3.23M | Buy |
30,083
+146
| +0.5% | +$15.7K | 0.89% | 19 |
|
|
2016
Q4 | $3.43M | Buy |
29,937
+3
| +0% | +$344 | 1.14% | 15 |
|
|
2016
Q3 | $3.28M | Sell |
29,934
-684
| -2% | -$74.8K | 1.41% | 12 |
|
|
2016
Q2 | $3.3M | Buy |
30,618
+229
| +0.8% | +$24.7K | 1.29% | 11 |
|
|
2016
Q1 | $3.21M | Buy |
30,389
+223
| +0.7% | +$23.5K | 1.39% | 10 |
|
|
2015
Q4 | $2.9M | Buy |
+30,166
| New | +$2.9M | 1.33% | 13 |
|