FPAS
Focus Partners Advisor Solutions’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
19,997
+317
| +2% | +$32K | 0.03% | 271 |
|
|
2025
Q1 | $2.16M | Buy |
19,680
+3,927
| +25% | +$432K | 0.03% | 245 |
|
|
2024
Q4 | $1.99M | Buy |
15,753
+6,676
| +74% | +$842K | 0.03% | 229 |
|
|
2024
Q3 | $1.24M | Buy |
9,077
+345
| +4% | +$47K | 0.03% | 263 |
|
|
2024
Q2 | $1.2M | Buy |
8,732
+18
| +0.2% | +$2.46K | 0.03% | 224 |
|
|
2024
Q1 | $1.3M | Buy |
8,714
+2,342
| +37% | +$348K | 0.04% | 205 |
|
|
2023
Q4 | $1M | Sell |
6,372
-100
| -2% | -$15.7K | 0.05% | 169 |
|
|
2023
Q3 | $1.01M | Buy |
6,472
+146
| +2% | +$22.8K | 0.05% | 167 |
|
|
2023
Q2 | $1.13M | Buy |
6,326
+141
| +2% | +$25.3K | 0.06% | 123 |
|
|
2023
Q1 | $1.2M | Sell |
6,185
-382
| -6% | -$74.1K | 0.08% | 111 |
|
|
2022
Q4 | $1.14M | Sell |
6,567
-767
| -10% | -$133K | 0.09% | 122 |
|
|
2022
Q3 | $1.19M | Sell |
7,334
-508
| -6% | -$82.1K | 0.07% | 131 |
|
|
2022
Q2 | $1.43M | Buy |
7,842
+5,424
| +224% | +$990K | 0.12% | 87 |
|
|
2022
Q1 | $520K | Buy |
+2,418
| New | +$520K | 0.05% | 171 |
|