FCA
FLC Capital Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
13,817
+10,935
| +379% | +$1.1M | 0.29% | 57 |
|
|
2025
Q1 | $317K | Buy |
2,882
+310
| +12% | +$34.1K | 0.07% | 141 |
|
|
2024
Q4 | $324K | Sell |
2,572
-40
| -2% | -$5.04K | 0.07% | 133 |
|
|
2024
Q3 | $356K | Buy |
2,612
+615
| +31% | +$83.8K | 0.08% | 125 |
|
|
2024
Q2 | $273K | Hold |
1,997
| – | – | 0.07% | 131 |
|
|
2024
Q1 | $297K | Sell |
1,997
-181
| -8% | -$26.9K | 0.08% | 125 |
|
|
2023
Q4 | $342K | Buy |
2,178
+387
| +22% | +$60.8K | 0.09% | 113 |
|
|
2023
Q3 | $279K | Hold |
1,791
| – | – | 0.08% | 123 |
|
|
2023
Q2 | $321K | Hold |
1,791
| – | – | 0.09% | 116 |
|
|
2023
Q1 | $347K | Hold |
1,791
| – | – | 0.11% | 110 |
|
|
2022
Q4 | $311K | Buy |
1,791
+295
| +20% | +$51.3K | 0.1% | 124 |
|
|
2022
Q3 | $242K | Buy |
+1,496
| New | +$242K | 0.08% | 138 |
|
|
2020
Q2 | – | Sell |
-2,335
| Closed | -$217K | – | 135 |
|
|
2020
Q1 | $217K | Buy |
+2,335
| New | +$217K | 0.1% | 104 |
|