Empower Advisory Group’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
$117M Buy
1,154,579
+182,598
+19% +$18.4M 0.35% 53
2025
Q1
$107M Buy
971,981
+150,160
+18% +$16.5M 0.35% 54
2024
Q4
$104M Buy
821,821
+16,850
+2% +$2.12M 0.35% 58
2024
Q3
$110M Buy
804,971
+96,325
+14% +$13.1M 0.37% 56
2024
Q2
$97M Buy
708,646
+42,799
+6% +$5.86M 0.36% 58
2024
Q1
$99M Buy
665,847
+75,538
+13% +$11.2M 0.37% 58
2023
Q4
$92.8M Buy
590,309
+90,861
+18% +$14.3M 0.37% 63
2023
Q3
$77.8M Sell
499,448
-30,137
-6% -$4.7M 0.34% 62
2023
Q2
$94.9M Buy
529,585
+14,928
+3% +$2.68M 0.41% 48
2023
Q1
$99.7M Buy
+514,657
New +$99.7M 0.45% 39