Financial Advocates Investment Management’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 | $1.17M | Buy |
11,623
+772
| +7% | +$77.9K | 0.1% | 206 |
|
|
2025
Q1 | $1.19M | Buy |
10,851
+1,220
| +13% | +$134K | 0.08% | 244 |
|
|
2024
Q4 | $1.21M | Buy |
9,631
+1,389
| +17% | +$175K | 0.07% | 256 |
|
|
2024
Q3 | $1.12M | Buy |
8,242
+4,368
| +113% | +$595K | 0.06% | 287 |
|
|
2024
Q2 | $530K | Sell |
3,874
-1,964
| -34% | -$269K | 0.03% | 423 |
|
|
2024
Q1 | $868K | Buy |
5,838
+97
| +2% | +$14.4K | 0.05% | 334 |
|
|
2023
Q4 | $903K | Sell |
5,741
-88
| -2% | -$13.8K | 0.06% | 308 |
|
|
2023
Q3 | $908K | Sell |
5,829
-1,366
| -19% | -$213K | 0.07% | 285 |
|
|
2023
Q2 | $1.29M | Buy |
7,195
+1,271
| +21% | +$228K | 0.09% | 223 |
|
|
2023
Q1 | $1.15M | Buy |
5,924
+138
| +2% | +$26.8K | 0.08% | 256 |
|
|
2022
Q4 | $1.01M | Buy |
5,786
+2,824
| +95% | +$491K | 0.08% | 285 |
|
|
2022
Q3 | $477K | Sell |
2,962
-3,191
| -52% | -$514K | 0.04% | 427 |
|
|
2022
Q2 | $1.12M | Sell |
6,153
-242
| -4% | -$44.2K | 0.09% | 246 |
|
|
2022
Q1 | $1.37M | Sell |
6,395
-13,971
| -69% | -$3M | 0.09% | 242 |
|
|
2021
Q4 | $8.21M | Buy |
20,366
+12,796
| +169% | +$5.16M | 0.52% | 33 |
|
|
2021
Q3 | $1.38M | Sell |
7,570
-528
| -7% | -$96.2K | 0.09% | 248 |
|
|
2021
Q2 | $1.68M | Sell |
8,098
-301
| -4% | -$62.6K | 0.11% | 215 |
|
|
2021
Q1 | $1.43M | Sell |
8,399
-96
| -1% | -$16.3K | 0.1% | 231 |
|
|
2020
Q4 | $1.44M | Buy |
8,495
+2,812
| +49% | +$476K | 0.1% | 233 |
|
|
2020
Q3 | $957K | Buy |
5,683
+897
| +19% | +$151K | 0.08% | 253 |
|
|
2020
Q2 | $532K | Sell |
4,786
-640
| -12% | -$71.1K | 0.05% | 335 |
|
|
2020
Q1 | $507K | Buy |
+5,426
| New | +$507K | 0.07% | 269 |
|