Fortis Group 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 | $25.2K | Sell |
250
-2,211
| -90% | -$223K | ﹤0.01% | 273 |
|
|
2025
Q1 | $271K | Hold |
2,461
| – | – | 0.05% | 167 |
|
|
2024
Q4 | $310K | Sell |
2,461
-6
| -0.2% | -$757 | 0.06% | 159 |
|
|
2024
Q3 | $336K | Buy |
2,467
+2
| +0.1% | +$273 | 0.06% | 149 |
|
|
2024
Q2 | $337K | Buy |
2,465
+1
| +0% | +$137 | 0.07% | 146 |
|
|
2024
Q1 | $366K | Sell |
2,464
-255
| -9% | -$37.9K | 0.07% | 150 |
|
|
2023
Q4 | $509K | Buy |
2,719
+250
| +10% | +$46.8K | 0.13% | 73 |
|
|
2023
Q3 | $469K | Buy |
2,469
+258
| +12% | +$49.1K | 0.14% | 72 |
|
|
2023
Q2 | $396K | Sell |
2,211
-8
| -0.4% | -$1.43K | 0.11% | 92 |
|
|
2023
Q1 | $399K | Buy |
+2,219
| New | +$399K | 0.12% | 79 |
|
|
2020
Q3 | $702K | Buy |
+4,222
| New | +$702K | 0.14% | 79 |
|