Eads & Heald Wealth Management’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
Q1 | – | Sell |
-2,035
| Closed | -$257K | – | 140 |
|
|
2024
Q4 | $257K | Sell |
2,035
-1,427
| -41% | -$180K | 0.13% | 127 |
|
|
2024
Q3 | $472K | Buy |
3,462
+53
| +2% | +$7.23K | 0.22% | 114 |
|
|
2024
Q2 | $467K | Sell |
3,409
-1,066
| -24% | -$146K | 0.23% | 113 |
|
|
2024
Q1 | $665K | Sell |
4,475
-976
| -18% | -$145K | 0.31% | 105 |
|
|
2023
Q4 | $857K | Buy |
5,451
+687
| +14% | +$108K | 0.41% | 92 |
|
|
2023
Q3 | $743K | Sell |
4,764
-55
| -1% | -$8.58K | 0.39% | 95 |
|
|
2023
Q2 | $864K | Sell |
4,819
-296
| -6% | -$53.1K | 0.42% | 91 |
|
|
2023
Q1 | $992K | Sell |
5,115
-10
| -0.2% | -$1.94K | 0.49% | 83 |
|
|
2022
Q4 | $891K | Hold |
5,125
| – | – | 0.45% | 87 |
|
|
2022
Q3 | $828K | Buy |
5,125
+185
| +4% | +$29.9K | 0.47% | 88 |
|
|
2022
Q2 | $902K | Buy |
4,940
+385
| +8% | +$70.3K | 0.49% | 86 |
|
|
2022
Q1 | $977K | Sell |
4,555
-85
| -2% | -$18.2K | 0.45% | 90 |
|
|
2021
Q4 | $994K | Buy |
4,640
+142
| +3% | +$30.4K | 0.43% | 93 |
|
|
2021
Q3 | $819K | Hold |
4,498
| – | – | 0.4% | 96 |
|
|
2021
Q2 | $935K | Sell |
4,498
-850
| -16% | -$177K | 0.46% | 91 |
|
|
2021
Q1 | $909K | Sell |
5,348
-292
| -5% | -$49.6K | 0.47% | 89 |
|
|
2020
Q4 | $950K | Sell |
5,640
-420
| -7% | -$70.7K | 0.51% | 83 |
|
|
2020
Q3 | $1.01M | Sell |
6,060
-2,976
| -33% | -$496K | 0.6% | 73 |
|
|
2020
Q2 | $1.01M | Sell |
9,036
-95
| -1% | -$10.6K | 0.61% | 75 |
|
|
2020
Q1 | $853K | Buy |
9,131
+1,005
| +12% | +$93.9K | 0.6% | 76 |
|
|
2019
Q4 | $951K | Buy |
8,126
+6,284
| +341% | +$735K | 0.5% | 86 |
|
|
2019
Q3 | $221K | Buy |
+1,842
| New | +$221K | 0.12% | 126 |
|