Choice Wealth Advisors’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 | $290K | Buy |
2,878
+34
| +1% | +$3.43K | 0.13% | 28 |
|
|
2025
Q1 | $313K | Buy |
2,844
+27
| +1% | +$2.97K | 0.16% | 23 |
|
|
2024
Q4 | $355K | Buy |
2,817
+24
| +0.9% | +$3.03K | 0.18% | 23 |
|
|
2024
Q3 | $381K | Sell |
2,793
-56
| -2% | -$7.64K | 0.19% | 23 |
|
|
2024
Q2 | $390K | Buy |
2,849
+23
| +0.8% | +$3.15K | 0.21% | 22 |
|
|
2024
Q1 | $420K | Buy |
2,826
+20
| +0.7% | +$2.97K | 0.25% | 22 |
|
|
2023
Q4 | $441K | Buy |
2,806
+19
| +0.7% | +$2.99K | 0.27% | 26 |
|
|
2023
Q3 | $434K | Buy |
2,787
+17
| +0.6% | +$2.65K | 0.31% | 21 |
|
|
2023
Q2 | $496K | Sell |
2,770
-279
| -9% | -$50K | 0.34% | 20 |
|
|
2023
Q1 | $592K | Buy |
3,049
+15
| +0.5% | +$2.91K | 0.43% | 17 |
|
|
2022
Q4 | $527K | Buy |
3,034
+15
| +0.5% | +$2.61K | 0.4% | 20 |
|
|
2022
Q3 | $488K | Buy |
+3,019
| New | +$488K | 0.41% | 18 |
|
|
2022
Q2 | – | Sell |
-2,391
| Closed | -$465K | – | 53 |
|
|
2022
Q1 | $465K | Sell |
2,391
-492
| -17% | -$95.7K | 0.37% | 17 |
|
|
2021
Q4 | $618K | Sell |
2,883
-22
| -0.8% | -$4.72K | 0.45% | 17 |
|
|
2021
Q3 | $529K | Buy |
2,905
+9
| +0.3% | +$1.64K | 0.43% | 19 |
|
|
2021
Q2 | $602K | Buy |
2,896
+8
| +0.3% | +$1.66K | 0.43% | 16 |
|
|
2021
Q1 | $491K | Buy |
2,888
+10
| +0.3% | +$1.7K | 0.41% | 16 |
|
|
2020
Q4 | $485K | Buy |
+2,878
| New | +$485K | 0.44% | 17 |
|