First Horizon 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 | $348K | Sell |
3,442
-1,399
| -29% | -$141K | 0.01% | 413 |
|
|
2025
Q1 | $533K | Sell |
4,841
-97
| -2% | -$10.7K | 0.02% | 326 |
|
|
2024
Q4 | $623K | Sell |
4,938
-226
| -4% | -$28.5K | 0.02% | 303 |
|
|
2024
Q3 | $704K | Sell |
5,164
-1,017
| -16% | -$139K | 0.02% | 291 |
|
|
2024
Q2 | $846K | Buy |
6,181
+300
| +5% | +$41.1K | 0.03% | 268 |
|
|
2024
Q1 | $874K | Sell |
5,881
-706
| -11% | -$105K | 0.03% | 268 |
|
|
2023
Q4 | $1.04M | Sell |
6,587
-580
| -8% | -$91.2K | 0.03% | 251 |
|
|
2023
Q3 | $1.12M | Sell |
7,167
-912
| -11% | -$142K | 0.04% | 233 |
|
|
2023
Q2 | $1.45M | Sell |
8,079
-535
| -6% | -$95.9K | 0.05% | 224 |
|
|
2023
Q1 | $1.67M | Sell |
8,614
-471
| -5% | -$91.4K | 0.06% | 221 |
|
|
2022
Q4 | $1.58M | Sell |
9,085
-798
| -8% | -$139K | 0.06% | 226 |
|
|
2022
Q3 | $1.6M | Sell |
9,883
-278
| -3% | -$44.9K | 0.06% | 220 |
|
|
2022
Q2 | $1.85M | Buy |
10,161
+819
| +9% | +$149K | 0.07% | 218 |
|
|
2022
Q1 | $2M | Sell |
9,342
-5,281
| -36% | -$1.13M | 0.11% | 186 |
|
|
2021
Q4 | $3.13M | Sell |
14,623
-2,037
| -12% | -$436K | 0.09% | 207 |
|
|
2021
Q3 | $3.03M | Buy |
16,660
+13,550
| +436% | +$2.47M | 0.1% | 207 |
|
|
2021
Q2 | $645K | Buy |
3,110
+60
| +2% | +$12.4K | 0.03% | 234 |
|
|
2021
Q1 | $518K | Buy |
3,050
+822
| +37% | +$140K | 0.03% | 257 |
|
|
2020
Q4 | $374K | Sell |
2,228
-232
| -9% | -$38.9K | 0.03% | 257 |
|
|
2020
Q3 | $409K | Sell |
2,460
-581
| -19% | -$96.6K | 0.03% | 222 |
|
|
2020
Q2 | $338K | Buy |
3,041
+65
| +2% | +$7.23K | 0.03% | 239 |
|
|
2020
Q1 | $277K | Buy |
2,976
+91
| +3% | +$8.47K | 0.03% | 251 |
|
|
2019
Q4 | $337K | Sell |
2,885
-214
| -7% | -$25K | 0.02% | 267 |
|
|
2019
Q3 | $370K | Sell |
3,099
-497
| -14% | -$59.3K | 0.03% | 245 |
|
|
2019
Q2 | $371K | Sell |
3,596
-117
| -3% | -$12.1K | 0.03% | 252 |
|
|
2019
Q1 | $415K | Sell |
3,713
-403
| -10% | -$45K | 0.03% | 240 |
|
|
2018
Q4 | $401K | Buy |
4,116
+209
| +5% | +$20.4K | 0.04% | 242 |
|
|
2018
Q3 | $456K | Sell |
3,907
-450
| -10% | -$52.5K | 0.04% | 252 |
|
|
2018
Q2 | $462K | Sell |
4,357
-302
| -6% | -$32K | 0.04% | 252 |
|
|
2018
Q1 | $498K | Buy |
4,659
+302
| +7% | +$32.3K | 0.05% | 204 |
|
|
2017
Q4 | $559K | Sell |
4,357
-270
| -6% | -$34.6K | 0.05% | 197 |
|
|
2017
Q3 | $558K | Sell |
4,627
-243
| -5% | -$29.3K | 0.06% | 196 |
|
|
2017
Q2 | $545K | Sell |
4,870
-139
| -3% | -$15.6K | 0.06% | 199 |
|
|
2017
Q1 | $537K | Sell |
5,009
-12,567
| -72% | -$1.35M | 0.06% | 200 |
|
|
2016
Q4 | $1.9M | Hold |
17,576
| – | – | 0.24% | 113 |
|
|
2016
Q3 | $1.9M | Buy |
17,576
+10,402
| +145% | +$1.12M | 0.24% | 113 |
|
|
2016
Q2 | $772K | Sell |
7,174
-12,307
| -63% | -$1.32M | 0.1% | 171 |
|
|
2016
Q1 | $2M | Buy |
19,481
+9,643
| +98% | +$988K | 0.22% | 106 |
|
|
2015
Q4 | $946K | Buy |
9,838
+305
| +3% | +$29.3K | 0.17% | 133 |
|
|
2015
Q3 | $940K | Sell |
9,533
-3,358
| -26% | -$331K | 0.15% | 144 |
|
|
2015
Q2 | $1.25M | Sell |
12,891
-2,313
| -15% | -$224K | 0.18% | 135 |
|
|
2015
Q1 | $1.48M | Sell |
15,204
-2,392
| -14% | -$233K | 0.21% | 124 |
|
|
2014
Q4 | $1.97M | Sell |
17,596
-860
| -5% | -$96.4K | 0.3% | 105 |
|
|
2014
Q3 | $1.81M | Buy |
18,456
+458
| +3% | +$45K | 0.28% | 113 |
|
|
2014
Q2 | $1.75M | Buy |
17,998
+1,531
| +9% | +$149K | 0.25% | 116 |
|
|
2014
Q1 | $1.61M | Buy |
16,467
+1,451
| +10% | +$142K | 0.23% | 111 |
|
|
2013
Q4 | $1.42M | Buy |
15,016
+5,637
| +60% | +$533K | 0.21% | 116 |
|
|
2013
Q3 | $857K | Buy |
9,379
+2,640
| +39% | +$241K | 0.14% | 147 |
|
|
2013
Q2 | $583K | Buy |
+6,739
| New | +$583K | 0.3% | 44 |
|