First National Advisers’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 | $1.13M | Buy |
11,224
+106
| +1% | +$10.7K | 0.17% | 124 |
|
|
2025
Q1 | $1.22M | Sell |
11,118
-1,730
| -13% | -$190K | 0.2% | 124 |
|
|
2024
Q4 | $1.62M | Buy |
12,848
+427
| +3% | +$53.8K | 0.26% | 105 |
|
|
2024
Q3 | $1.69M | Buy |
12,421
+559
| +5% | +$76.2K | 0.27% | 106 |
|
|
2024
Q2 | $1.62M | Buy |
11,862
+964
| +9% | +$132K | 0.3% | 103 |
|
|
2024
Q1 | $1.73M | Buy |
10,898
+2,614
| +32% | +$414K | 0.39% | 88 |
|
|
2023
Q4 | $1.3M | Buy |
8,284
+1,792
| +28% | +$282K | 0.37% | 87 |
|
|
2023
Q3 | $1.01M | Buy |
6,492
+4,250
| +190% | +$662K | 0.45% | 77 |
|
|
2023
Q2 | $402K | Sell |
2,242
-76
| -3% | -$13.6K | 0.37% | 85 |
|
|
2023
Q1 | $450K | Sell |
2,318
-70
| -3% | -$13.6K | 0.51% | 74 |
|
|
2022
Q4 | $415K | Buy |
2,388
+222
| +10% | +$38.6K | 0.53% | 72 |
|
|
2022
Q3 | $350K | Buy |
2,166
+450
| +26% | +$72.7K | 0.52% | 75 |
|
|
2022
Q2 | $313K | Buy |
+1,716
| New | +$313K | 0.65% | 65 |
|