Elevated Capital 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 | $533K | Hold |
4,843
| – | – | 0.15% | 185 |
|
|
2025
Q1 | $533K | Sell |
4,843
-12
| -0.2% | -$1.32K | 0.15% | 185 |
|
|
2024
Q4 | $612K | Buy |
4,855
+417
| +9% | +$52.6K | 0.17% | 171 |
|
|
2024
Q3 | $605K | Buy |
4,438
+364
| +9% | +$49.6K | 0.16% | 189 |
|
|
2024
Q2 | $557K | Buy |
4,074
+593
| +17% | +$81.1K | 0.16% | 166 |
|
|
2024
Q1 | $517K | Buy |
3,481
+338
| +11% | +$50.2K | 0.15% | 133 |
|
|
2023
Q4 | $494K | Buy |
3,143
+477
| +18% | +$75K | 0.15% | 130 |
|
|
2023
Q3 | $416K | Buy |
2,666
+48
| +2% | +$7.48K | 0.14% | 133 |
|
|
2023
Q2 | $469K | Buy |
2,618
+189
| +8% | +$33.9K | 0.16% | 137 |
|
|
2023
Q1 | $471K | Buy |
2,429
+39
| +2% | +$7.57K | 0.17% | 127 |
|
|
2022
Q4 | $415K | Buy |
+2,390
| New | +$415K | 0.16% | 125 |
|
|
2019
Q4 | $364K | Buy |
+3,106
| New | +$364K | 0.4% | 74 |
|
|
2019
Q1 | $676K | Buy |
+6,761
| New | +$676K | 0.45% | 83 |
|