Farther Finance 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 | $1.45M | Buy |
14,338
+1,811
| +14% | +$183K | 0.03% | 462 |
|
|
2025
Q1 | $1.37M | Buy |
12,527
+2,486
| +25% | +$272K | 0.03% | 398 |
|
|
2024
Q4 | $1.27M | Sell |
10,041
-1,871
| -16% | -$236K | 0.05% | 304 |
|
|
2024
Q3 | $1.62M | Sell |
11,912
-412
| -3% | -$56.2K | 0.06% | 235 |
|
|
2024
Q2 | $1.68M | Buy |
12,324
+2,570
| +26% | +$349K | 0.08% | 194 |
|
|
2024
Q1 | $1.44M | Buy |
9,754
+3,089
| +46% | +$456K | 0.09% | 195 |
|
|
2023
Q4 | $1.05M | Buy |
6,665
+3,913
| +142% | +$615K | 0.08% | 225 |
|
|
2023
Q3 | $429K | Buy |
2,752
+862
| +46% | +$134K | 0.07% | 224 |
|
|
2023
Q2 | $339K | Buy |
1,890
+754
| +66% | +$135K | 0.07% | 221 |
|
|
2023
Q1 | $220K | Sell |
1,136
-6
| -0.5% | -$1.16K | 0.06% | 248 |
|
|
2022
Q4 | $199K | Buy |
+1,142
| New | +$199K | 0.08% | 222 |
|