EWA
EP Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
34,803
+4,137
| +13% | +$418K | 0.02% | 310 |
|
|
2025
Q1 | $3.37M | Buy |
30,666
+460
| +2% | +$50.6K | 0.03% | 276 |
|
|
2024
Q4 | $3.81M | Sell |
30,206
-2,170
| -7% | -$274K | 0.03% | 257 |
|
|
2024
Q3 | $4.41M | Buy |
32,376
+5,433
| +20% | +$741K | 0.04% | 233 |
|
|
2024
Q2 | $3.69M | Buy |
26,943
+6,265
| +30% | +$857K | 0.04% | 208 |
|
|
2024
Q1 | $3.07M | Buy |
20,678
+3,379
| +20% | +$502K | 0.04% | 220 |
|
|
2023
Q4 | $2.72M | Sell |
17,299
-1,230
| -7% | -$193K | 0.03% | 223 |
|
|
2023
Q3 | $2.89M | Sell |
18,529
-6,634
| -26% | -$1.03M | 0.04% | 207 |
|
|
2023
Q2 | $3.71M | Sell |
25,163
-145,610
| -85% | -$21.5M | 0.05% | 179 |
|
|
2023
Q1 | $34.4M | Buy |
170,773
+155,236
| +999% | +$31.2M | 0.59% | 39 |
|
|
2022
Q4 | $2.7M | Sell |
15,537
-397
| -2% | -$69K | 0.05% | 188 |
|
|
2022
Q3 | $2.57M | Buy |
15,934
+5,092
| +47% | +$823K | 0.06% | 171 |
|
|
2022
Q2 | $1.98M | Buy |
10,842
+453
| +4% | +$82.7K | 0.04% | 196 |
|
|
2022
Q1 | $2.23M | Sell |
10,389
-285
| -3% | -$61.1K | 0.05% | 194 |
|
|
2021
Q4 | $2.29M | Buy |
10,674
+195
| +2% | +$41.8K | 0.05% | 175 |
|
|
2021
Q3 | $1.91M | Sell |
10,479
-1,114
| -10% | -$203K | 0.05% | 171 |
|
|
2021
Q2 | $2.41M | Sell |
11,593
-846
| -7% | -$176K | 0.07% | 164 |
|
|
2021
Q1 | $2.12M | Sell |
12,439
-33,379
| -73% | -$5.68M | 0.07% | 164 |
|
|
2020
Q4 | $7.72M | Buy |
45,818
+275
| +0.6% | +$46.3K | 0.27% | 61 |
|
|
2020
Q3 | $7.59M | Sell |
45,543
-9,111
| -17% | -$1.52M | 0.33% | 54 |
|
|
2020
Q2 | $6.08M | Sell |
54,654
-554
| -1% | -$61.6K | 0.26% | 64 |
|
|
2020
Q1 | $5.16M | Sell |
55,208
-507
| -0.9% | -$47.4K | 0.25% | 68 |
|
|
2019
Q4 | $6.52M | Sell |
55,715
-1,065
| -2% | -$125K | 0.27% | 74 |
|
|
2019
Q3 | $6.8M | Buy |
56,780
+637
| +1% | +$76.3K | 0.34% | 58 |
|
|
2019
Q2 | $5.8M | Sell |
56,143
-184
| -0.3% | -$19K | 0.36% | 46 |
|
|
2019
Q1 | $6.29M | Sell |
56,327
-408
| -0.7% | -$45.6K | 0.61% | 42 |
|
|
2018
Q4 | $5.53M | Sell |
56,735
-1,406
| -2% | -$137K | 0.43% | 49 |
|
|
2018
Q3 | $6.79M | Buy |
58,141
+8,346
| +17% | +$974K | 0.53% | 41 |
|
|
2018
Q2 | $5.29M | Sell |
49,795
-55
| -0.1% | -$5.84K | 0.5% | 41 |
|
|
2018
Q1 | $5.22M | Buy |
49,850
+854
| +2% | +$89.4K | 0.5% | 45 |
|
|
2017
Q4 | $5.84M | Sell |
48,996
-400
| -0.8% | -$47.7K | 0.62% | 38 |
|
|
2017
Q3 | $5.93M | Sell |
49,396
-7,869
| -14% | -$945K | 0.69% | 39 |
|
|
2017
Q2 | $6.33M | Sell |
57,265
-800
| -1% | -$88.5K | 0.78% | 37 |
|
|
2017
Q1 | $6.23M | Sell |
58,065
-414
| -0.7% | -$44.4K | 0.86% | 40 |
|
|
2016
Q4 | $6.62M | Buy |
58,479
+51
| +0.1% | +$5.78K | 0.97% | 30 |
|
|
2016
Q3 | $6.39M | Sell |
58,428
-3,438
| -6% | -$376K | 1% | 33 |
|
|
2016
Q2 | $6.66M | Buy |
61,866
+11,772
| +23% | +$1.27M | 1.06% | 32 |
|
|
2016
Q1 | $5.28M | Buy |
50,094
+430
| +0.9% | +$45.3K | 0.81% | 38 |
|
|
2015
Q4 | $4.78M | Buy |
49,664
+33
| +0.1% | +$3.18K | 0.8% | 41 |
|
|
2015
Q3 | $4.9M | Hold |
49,631
| – | – | 0.93% | 37 |
|
|
2015
Q2 | $4.81M | Buy |
49,631
+16
| +0% | +$1.55K | 0.9% | 36 |
|
|
2015
Q1 | $4.81M | Sell |
49,615
-1,095
| -2% | -$106K | 0.9% | 37 |
|
|
2014
Q4 | $5.64M | Sell |
50,710
-1,660
| -3% | -$185K | 0.93% | 39 |
|
|
2014
Q3 | $5.15M | Sell |
52,370
-119,564
| -70% | -$11.8M | 0.83% | 39 |
|
|
2014
Q2 | $17.7M | Buy |
171,934
+6,095
| +4% | +$626K | 4.1% | 3 |
|
|
2014
Q1 | $16.1M | Buy |
165,839
+7,592
| +5% | +$739K | 4.42% | 2 |
|
|
2013
Q4 | $16.6M | Sell |
158,247
-15,372
| -9% | -$1.62M | 4.31% | 2 |
|
|
2013
Q3 | $15.9M | Buy |
173,619
+3,470
| +2% | +$317K | 4.98% | 2 |
|
|
2013
Q2 | $14.7M | Buy |
+170,149
| New | +$14.7M | 5.31% | 1 |
|