Evoke Wealth’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 | $573K | Buy |
5,680
+2,927
| +106% | +$295K | 0.01% | 307 |
|
|
2025
Q1 | $303K | Buy |
2,753
+354
| +15% | +$38.9K | 0.01% | 352 |
|
|
2024
Q4 | $303K | Buy |
2,399
+491
| +26% | +$61.9K | 0.01% | 338 |
|
|
2024
Q3 | $260K | Buy |
+1,908
| New | +$260K | 0.01% | 356 |
|
|
2024
Q2 | – | Sell |
-2,086
| Closed | -$310K | – | 365 |
|
|
2024
Q1 | $310K | Buy |
+2,086
| New | +$310K | 0.01% | 322 |
|
|
2023
Q4 | – | Sell |
-2,047
| Closed | -$319K | – | 330 |
|
|
2023
Q3 | $319K | Buy |
2,047
+82
| +4% | +$12.8K | 0.01% | 287 |
|
|
2023
Q2 | $352K | Buy |
1,965
+47
| +2% | +$8.42K | 0.01% | 259 |
|
|
2023
Q1 | $372K | Sell |
1,918
-64
| -3% | -$12.4K | 0.01% | 245 |
|
|
2022
Q4 | $344K | Sell |
1,982
-728
| -27% | -$127K | 0.01% | 262 |
|
|
2022
Q3 | $438K | Buy |
2,710
+51
| +2% | +$8.24K | 0.02% | 222 |
|
|
2022
Q2 | $485K | Sell |
2,659
-632
| -19% | -$115K | 0.02% | 220 |
|
|
2022
Q1 | $706K | Sell |
3,291
-207
| -6% | -$44.4K | 0.02% | 202 |
|
|
2021
Q4 | $750K | Buy |
3,498
+103
| +3% | +$22.1K | 0.02% | 202 |
|
|
2021
Q3 | $618K | Sell |
3,395
-14
| -0.4% | -$2.55K | 0.02% | 212 |
|
|
2021
Q2 | $709K | Buy |
3,409
+99
| +3% | +$20.6K | 0.03% | 206 |
|
|
2021
Q1 | $563K | Buy |
3,310
+1,925
| +139% | +$327K | 0.03% | 201 |
|
|
2020
Q4 | $233K | Hold |
1,385
| – | – | 0.02% | 217 |
|
|
2020
Q3 | $231K | Buy |
1,385
+55
| +4% | +$9.17K | 0.02% | 195 |
|
|
2020
Q2 | $148K | Sell |
1,330
-379
| -22% | -$42.2K | 0.01% | 226 |
|
|
2020
Q1 | $160K | Sell |
1,709
-750
| -31% | -$70.1K | 0.02% | 205 |
|
|
2019
Q4 | $288K | Sell |
2,459
-509
| -17% | -$59.6K | 0.04% | 178 |
|
|
2019
Q3 | $356K | Buy |
+2,968
| New | +$356K | 0.04% | 177 |
|