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 |
|