FRG Family Wealth 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 | $329K | Buy |
3,260
+10
| +0.3% | +$1.01K | 0.06% | 126 |
|
|
2025
Q1 | $357K | Sell |
3,250
-140
| -4% | -$15.4K | 0.07% | 112 |
|
|
2024
Q4 | $427K | Hold |
3,390
| – | – | 0.08% | 111 |
|
|
2024
Q3 | $462K | Sell |
3,390
-860
| -20% | -$117K | 0.08% | 107 |
|
|
2024
Q2 | $529K | Hold |
4,250
| – | – | 0.1% | 99 |
|
|
2024
Q1 | $627K | Sell |
4,250
-470
| -10% | -$69.3K | 0.12% | 96 |
|
|
2023
Q4 | $742K | Hold |
4,720
| – | – | 0.15% | 91 |
|
|
2023
Q3 | $736K | Sell |
4,720
-360
| -7% | -$56.1K | 0.17% | 84 |
|
|
2023
Q2 | $911K | Hold |
5,080
| – | – | 0.2% | 80 |
|
|
2023
Q1 | $985K | Sell |
5,080
-225
| -4% | -$43.6K | 0.23% | 77 |
|
|
2022
Q4 | $922K | Sell |
5,305
-125
| -2% | -$21.7K | 0.22% | 84 |
|
|
2022
Q3 | $877K | Sell |
5,430
-50
| -0.9% | -$8.08K | 0.22% | 77 |
|
|
2022
Q2 | $1M | Hold |
5,480
| – | – | 0.23% | 71 |
|
|
2022
Q1 | $1.18M | Hold |
5,480
| – | – | 0.23% | 67 |
|
|
2021
Q4 | $1.18M | Hold |
5,480
| – | – | 0.22% | 66 |
|
|
2021
Q3 | $998K | Sell |
5,480
-1
| -0% | -$182 | 0.2% | 73 |
|
|
2021
Q2 | $1.14M | Buy |
5,481
+140
| +3% | +$29.1K | 0.22% | 70 |
|
|
2021
Q1 | $908K | Buy |
5,341
+470
| +10% | +$79.9K | 0.18% | 77 |
|
|
2020
Q4 | $820K | Sell |
4,871
-160
| -3% | -$26.9K | 0.18% | 78 |
|
|
2020
Q3 | $838K | Sell |
5,031
-14
| -0.3% | -$2.33K | 0.2% | 78 |
|
|
2020
Q2 | $561K | Sell |
5,045
-621
| -11% | -$69.1K | 0.15% | 88 |
|
|
2020
Q1 | $529K | Sell |
5,666
-525
| -8% | -$49K | 0.16% | 83 |
|
|
2019
Q4 | $725K | Sell |
6,191
-1,005
| -14% | -$118K | 0.18% | 81 |
|
|
2019
Q3 | $862K | Sell |
7,196
-1,085
| -13% | -$130K | 0.22% | 81 |
|
|
2019
Q2 | $855K | Sell |
8,281
-1,585
| -16% | -$164K | 0.23% | 81 |
|
|
2019
Q1 | $1.1M | Sell |
9,866
-1,251
| -11% | -$140K | 0.31% | 74 |
|
|
2018
Q4 | $1.08M | Sell |
11,117
-2,965
| -21% | -$289K | 0.35% | 75 |
|
|
2018
Q3 | $1.64M | Buy |
14,082
+250
| +2% | +$29.2K | 0.45% | 62 |
|
|
2018
Q2 | $1.47M | Buy |
13,832
+440
| +3% | +$46.7K | 0.44% | 65 |
|
|
2018
Q1 | $1.4M | Buy |
13,392
+372
| +3% | +$38.9K | 0.47% | 67 |
|
|
2017
Q4 | $1.55M | Buy |
13,020
+1,465
| +13% | +$175K | 0.5% | 65 |
|
|
2017
Q3 | $1.39M | Buy |
11,555
+1,400
| +14% | +$168K | 0.48% | 67 |
|
|
2017
Q2 | $1.12M | Buy |
10,155
+370
| +4% | +$40.9K | 0.41% | 74 |
|
|
2017
Q1 | $1.04M | Hold |
9,785
| – | – | 0.41% | 74 |
|
|
2016
Q4 | $1.12M | Buy |
9,785
+860
| +10% | +$98.6K | 0.47% | 66 |
|
|
2016
Q3 | $976K | Hold |
8,925
| – | – | 0.44% | 71 |
|
|
2016
Q2 | $961K | Buy |
8,925
+280
| +3% | +$30.1K | 0.43% | 73 |
|
|
2016
Q1 | $914K | Hold |
8,645
| – | – | 0.44% | 73 |
|
|
2015
Q4 | $832K | Buy |
+8,645
| New | +$832K | 0.41% | 78 |
|