Concord Wealth Partners’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 | $157K | Buy |
1,559
+521
| +50% | +$52.6K | 0.02% | 224 |
|
|
2025
Q1 | $114K | Sell |
1,038
-436
| -30% | -$48K | 0.02% | 231 |
|
|
2024
Q4 | $186K | Sell |
1,474
-5,508
| -79% | -$695K | 0.03% | 202 |
|
|
2024
Q3 | $952K | Sell |
6,982
-6,461
| -48% | -$881K | 0.16% | 97 |
|
|
2024
Q2 | $1.84M | Buy |
13,443
+254
| +2% | +$34.8K | 0.32% | 68 |
|
|
2024
Q1 | $1.96M | Buy |
13,189
+3,688
| +39% | +$548K | 0.35% | 69 |
|
|
2023
Q4 | $1.49M | Buy |
9,501
+638
| +7% | +$100K | 0.3% | 71 |
|
|
2023
Q3 | $1.38M | Buy |
8,863
+3,132
| +55% | +$488K | 0.29% | 60 |
|
|
2023
Q2 | $1.03M | Buy |
5,731
+1,437
| +33% | +$258K | 0.22% | 69 |
|
|
2023
Q1 | $833K | Buy |
4,294
+1,048
| +32% | +$203K | 0.24% | 59 |
|
|
2022
Q4 | $564K | Sell |
3,246
-490
| -13% | -$85.2K | 0.17% | 80 |
|
|
2022
Q3 | $604K | Sell |
3,736
-8
| -0.2% | -$1.29K | 0.19% | 75 |
|
|
2022
Q2 | $683K | Sell |
3,744
-143
| -4% | -$26.1K | 0.19% | 75 |
|
|
2022
Q1 | $834K | Buy |
3,887
+92
| +2% | +$19.7K | 0.22% | 63 |
|
|
2021
Q4 | $813K | Buy |
3,795
+2,137
| +129% | +$458K | 0.2% | 59 |
|
|
2021
Q3 | $302K | Sell |
1,658
-1,115
| -40% | -$203K | 0.12% | 61 |
|
|
2021
Q2 | $577K | Sell |
2,773
-257
| -8% | -$53.5K | 0.17% | 58 |
|
|
2021
Q1 | $515K | Buy |
3,030
+1,518
| +100% | +$258K | 0.17% | 56 |
|
|
2020
Q4 | $255K | Buy |
+1,512
| New | +$255K | 0.2% | 59 |
|