Delta Financial 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 | $235K | Sell |
2,329
-48
| -2% | -$4.85K | 0.08% | 110 |
|
|
2025
Q1 | $261K | Sell |
2,377
-171
| -7% | -$18.8K | 0.1% | 105 |
|
|
2024
Q4 | $321K | Sell |
2,548
-31
| -1% | -$3.91K | 0.12% | 94 |
|
|
2024
Q3 | $352K | Buy |
2,579
+10
| +0.4% | +$1.36K | 0.13% | 98 |
|
|
2024
Q2 | $352K | Sell |
2,569
-19
| -0.7% | -$2.6K | 0.14% | 98 |
|
|
2024
Q1 | $385K | Buy |
2,588
+8
| +0.3% | +$1.19K | 0.15% | 97 |
|
|
2023
Q4 | $406K | Sell |
2,580
-22
| -0.8% | -$3.46K | 0.18% | 93 |
|
|
2023
Q3 | $406K | Buy |
2,602
+7
| +0.3% | +$1.09K | 0.18% | 97 |
|
|
2023
Q2 | $465K | Buy |
2,595
+7
| +0.3% | +$1.26K | 0.21% | 93 |
|
|
2023
Q1 | $502K | Buy |
2,588
+6
| +0.2% | +$1.16K | 0.24% | 85 |
|
|
2022
Q4 | $449K | Buy |
2,582
+6
| +0.2% | +$1.04K | 0.22% | 88 |
|
|
2022
Q3 | $416K | Buy |
2,576
+5
| +0.2% | +$807 | 0.22% | 89 |
|
|
2022
Q2 | $469K | Buy |
2,571
+6
| +0.2% | +$1.1K | 0.23% | 91 |
|
|
2022
Q1 | $550K | Buy |
2,565
+5
| +0.2% | +$1.07K | 0.23% | 89 |
|
|
2021
Q4 | $549K | Buy |
2,560
+3
| +0.1% | +$643 | 0.22% | 92 |
|
|
2021
Q3 | $466K | Buy |
2,557
+4
| +0.2% | +$729 | 0.21% | 95 |
|
|
2021
Q2 | $531K | Sell |
2,553
-26
| -1% | -$5.41K | 0.23% | 91 |
|
|
2021
Q1 | $439K | Sell |
2,579
-414
| -14% | -$70.5K | 0.21% | 95 |
|
|
2020
Q4 | $504K | Sell |
2,993
-258
| -8% | -$43.4K | 0.25% | 90 |
|
|
2020
Q3 | $542K | Sell |
3,251
-53
| -2% | -$8.84K | 0.3% | 86 |
|
|
2020
Q2 | $367K | Buy |
3,304
+11
| +0.3% | +$1.22K | 0.22% | 93 |
|
|
2020
Q1 | $308K | Sell |
3,293
-561
| -15% | -$52.5K | 0.21% | 92 |
|
|
2019
Q4 | $451K | Sell |
3,854
-28
| -0.7% | -$3.28K | 0.18% | 94 |
|
|
2019
Q3 | $465K | Sell |
3,882
-128
| -3% | -$15.3K | 0.19% | 99 |
|
|
2019
Q2 | $414K | Buy |
+4,010
| New | +$414K | 0.17% | 97 |
|