FDx 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 | – | Sell |
-1,828
| Closed | -$201K | – | 191 |
|
|
2025
Q1 | $201K | Buy |
1,828
+54
| +3% | +$5.94K | 0.07% | 171 |
|
|
2024
Q4 | $224K | Sell |
1,774
-57
| -3% | -$7.2K | 0.07% | 168 |
|
|
2024
Q3 | $250K | Sell |
1,831
-368
| -17% | -$50.2K | 0.07% | 172 |
|
|
2024
Q2 | $301K | Sell |
2,199
-9,701
| -82% | -$1.33M | 0.08% | 141 |
|
|
2024
Q1 | $1.77M | Sell |
11,900
-9,918
| -45% | -$1.47M | 0.27% | 98 |
|
|
2023
Q4 | $3.43M | Sell |
21,818
-2,308
| -10% | -$363K | 0.27% | 94 |
|
|
2023
Q3 | $3.76M | Sell |
24,126
-14,338
| -37% | -$2.24M | 0.31% | 84 |
|
|
2023
Q2 | $6.9M | Sell |
38,464
-22,008
| -36% | -$3.95M | 0.38% | 67 |
|
|
2023
Q1 | $10.5M | Hold |
60,472
| – | – | 0.46% | 56 |
|
|
2022
Q4 | $10.5M | Buy |
60,472
+3,235
| +6% | +$562K | 0.46% | 56 |
|
|
2022
Q3 | $9.25M | Buy |
57,237
+1,506
| +3% | +$243K | 0.41% | 54 |
|
|
2022
Q2 | $10.2M | Sell |
55,731
-544
| -1% | -$99.3K | 0.38% | 58 |
|
|
2022
Q1 | $12.1M | Sell |
56,275
-4,115
| -7% | -$883K | 0.41% | 50 |
|
|
2021
Q4 | $12.9M | Buy |
60,390
+10,402
| +21% | +$2.23M | 0.36% | 62 |
|
|
2021
Q3 | $9.1M | Buy |
49,988
+6,686
| +15% | +$1.22M | 0.29% | 73 |
|
|
2021
Q2 | $9.01M | Buy |
43,302
+14,769
| +52% | +$3.07M | 0.3% | 76 |
|
|
2021
Q1 | $4.85M | Buy |
28,533
+3,633
| +15% | +$618K | 0.18% | 107 |
|
|
2020
Q4 | $4.19M | Buy |
24,900
+7,555
| +44% | +$1.27M | 0.17% | 110 |
|
|
2020
Q3 | $2.89M | Sell |
17,345
-8,414
| -33% | -$1.4M | 0.14% | 125 |
|
|
2020
Q2 | $2.86M | Buy |
25,759
+8,292
| +47% | +$922K | 0.15% | 119 |
|
|
2020
Q1 | $1.63M | Buy |
17,467
+805
| +5% | +$75.2K | 0.11% | 144 |
|
|
2019
Q4 | $1.95M | Sell |
16,662
-3,057
| -16% | -$358K | 0.11% | 153 |
|
|
2019
Q3 | $2.36M | Sell |
19,719
-20,935
| -51% | -$2.51M | 0.16% | 115 |
|
|
2019
Q2 | $4.2M | Sell |
40,654
-316
| -0.8% | -$32.6K | 0.16% | 114 |
|
|
2019
Q1 | $4.58M | Buy |
40,970
+22,689
| +124% | +$2.54M | 0.19% | 101 |
|
|
2018
Q4 | $1.78M | Sell |
18,281
-13,806
| -43% | -$1.35M | 0.15% | 113 |
|
|
2018
Q3 | $3.75M | Sell |
32,087
-15,487
| -33% | -$1.81M | 0.14% | 116 |
|
|
2018
Q2 | $5.05M | Sell |
47,574
-34,917
| -42% | -$3.71M | 0.18% | 93 |
|
|
2018
Q1 | $8.63M | Buy |
82,491
+23,739
| +40% | +$2.48M | 0.26% | 79 |
|
|
2017
Q4 | $7M | Sell |
58,752
-1,532
| -3% | -$183K | 0.19% | 86 |
|
|
2017
Q3 | $7.24M | Buy |
60,284
+6,520
| +12% | +$783K | 0.2% | 86 |
|
|
2017
Q2 | $5.95M | Sell |
53,764
-3,522
| -6% | -$390K | 0.18% | 96 |
|
|
2017
Q1 | $6.15M | Buy |
57,286
+8,422
| +17% | +$904K | 0.19% | 98 |
|
|
2016
Q4 | $5.6M | Buy |
48,864
+29,166
| +148% | +$3.34M | 0.16% | 120 |
|
|
2016
Q3 | $2.15M | Buy |
19,698
+5,173
| +36% | +$566K | 0.09% | 190 |
|
|
2016
Q2 | $1.57M | Buy |
14,525
+7,876
| +118% | +$849K | 0.07% | 251 |
|
|
2016
Q1 | $701K | Sell |
6,649
-2,436
| -27% | -$257K | 0.03% | 479 |
|
|
2015
Q4 | $874K | Sell |
9,085
-5,410
| -37% | -$520K | 0.04% | 390 |
|
|
2015
Q3 | $1.43M | Buy |
14,495
+622
| +4% | +$61.4K | 0.12% | 170 |
|
|
2015
Q2 | $1.39M | Buy |
13,873
+2,073
| +18% | +$208K | 0.07% | 260 |
|
|
2015
Q1 | $1.14M | Sell |
11,800
-5,629
| -32% | -$544K | 0.03% | 545 |
|
|
2014
Q4 | $1.94M | Sell |
17,429
-5,609
| -24% | -$623K | 0.12% | 162 |
|
|
2014
Q3 | $2.26M | Buy |
23,038
+1,818
| +9% | +$179K | 0.15% | 142 |
|
|
2014
Q2 | $2.18M | Buy |
21,220
+17,007
| +404% | +$1.75M | 0.14% | 158 |
|
|
2014
Q1 | $410K | Sell |
4,213
-594
| -12% | -$57.8K | 0.03% | 499 |
|
|
2013
Q4 | $473K | Sell |
4,807
-389
| -7% | -$38.3K | 0.05% | 378 |
|
|
2013
Q3 | $475K | Sell |
5,196
-956
| -16% | -$87.4K | 0.06% | 312 |
|
|
2013
Q2 | $532K | Buy |
+6,152
| New | +$532K | 0.07% | 242 |
|