FIA
Foundations Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
19,427
+2,426
| +14% | +$245K | 0.03% | 314 |
|
|
2025
Q1 | $1.87M | Sell |
17,001
-65
| -0.4% | -$7.15K | 0.03% | 302 |
|
|
2024
Q4 | $2.15M | Buy |
17,066
+1,209
| +8% | +$152K | 0.04% | 279 |
|
|
2024
Q3 | $2.16M | Buy |
15,857
+1,648
| +12% | +$225K | 0.05% | 261 |
|
|
2024
Q2 | $1.94M | Buy |
14,209
+3,449
| +32% | +$472K | 0.05% | 237 |
|
|
2024
Q1 | $1.6M | Sell |
10,760
-1,731
| -14% | -$257K | 0.04% | 255 |
|
|
2023
Q4 | $1.78M | Sell |
12,491
-15,955
| -56% | -$2.27M | 0.05% | 238 |
|
|
2023
Q3 | $4.43M | Buy |
28,446
+125
| +0.4% | +$19.5K | 0.14% | 121 |
|
|
2023
Q2 | $5.08M | Buy |
28,321
+1,263
| +5% | +$226K | 0.17% | 91 |
|
|
2023
Q1 | $5.25M | Buy |
27,058
+6,706
| +33% | +$1.3M | 0.19% | 83 |
|
|
2022
Q4 | $3.54M | Buy |
20,352
+12,578
| +162% | +$2.19M | 0.14% | 82 |
|
|
2022
Q3 | $1.26M | Buy |
7,774
+3,022
| +64% | +$488K | 0.05% | 139 |
|
|
2022
Q2 | $880K | Buy |
4,752
+613
| +15% | +$114K | 0.04% | 166 |
|
|
2022
Q1 | $778K | Buy |
4,139
+472
| +13% | +$88.7K | 0.03% | 148 |
|
|
2021
Q4 | $775K | Sell |
3,667
-644
| -15% | -$136K | 0.03% | 150 |
|
|
2021
Q3 | $775K | Buy |
4,311
+146
| +4% | +$26.2K | 0.03% | 133 |
|
|
2021
Q2 | $891K | Buy |
4,165
+1,515
| +57% | +$324K | 0.04% | 106 |
|
|
2021
Q1 | $456K | Buy |
2,650
+1,186
| +81% | +$204K | 0.03% | 144 |
|
|
2020
Q4 | $232K | Buy |
+1,464
| New | +$232K | 0.02% | 167 |
|