Geneos Wealth Management’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 | $1.74M | Sell |
17,196
-1,736
| -9% | -$175K | 0.04% | 398 |
|
|
2025
Q1 | $2.23M | Buy |
18,932
+10,175
| +116% | +$1.2M | 0.03% | 464 |
|
|
2024
Q4 | $1.1M | Sell |
8,757
-304
| -3% | -$38.3K | 0.04% | 396 |
|
|
2024
Q3 | $1.24M | Buy |
9,061
+4,558
| +101% | +$621K | 0.05% | 362 |
|
|
2024
Q2 | $616K | Sell |
4,503
-46
| -1% | -$6.3K | 0.03% | 450 |
|
|
2024
Q1 | $676K | Buy |
4,549
+101
| +2% | +$15K | 0.03% | 426 |
|
|
2023
Q4 | $699K | Sell |
4,448
-2,297
| -34% | -$361K | 0.03% | 397 |
|
|
2023
Q3 | $1.05M | Buy |
6,745
+863
| +15% | +$135K | 0.05% | 313 |
|
|
2023
Q2 | $1.05M | Buy |
5,882
+1,693
| +40% | +$303K | 0.06% | 305 |
|
|
2023
Q1 | $813K | Sell |
4,189
-1,084
| -21% | -$210K | 0.05% | 338 |
|
|
2022
Q4 | $917K | Buy |
5,273
+179
| +4% | +$31.1K | 0.06% | 290 |
|
|
2022
Q3 | $822K | Sell |
5,094
-7,643
| -60% | -$1.23M | 0.06% | 291 |
|
|
2022
Q2 | $2.36M | Buy |
12,737
+179
| +1% | +$33.1K | 0.12% | 189 |
|
|
2022
Q1 | $2.69M | Buy |
12,558
+1,047
| +9% | +$225K | 0.12% | 191 |
|
|
2021
Q4 | $2.47M | Buy |
11,511
+238
| +2% | +$51K | 0.09% | 215 |
|
|
2021
Q3 | $2.05M | Sell |
11,273
-207
| -2% | -$37.6K | 0.08% | 244 |
|
|
2021
Q2 | $2.43M | Sell |
11,480
-3,033
| -21% | -$641K | 0.09% | 209 |
|
|
2021
Q1 | $2.96M | Sell |
14,513
-242
| -2% | -$49.3K | 0.08% | 236 |
|
|
2020
Q4 | $2.01M | Buy |
14,755
+4,492
| +44% | +$611K | 0.08% | 235 |
|
|
2020
Q3 | $1.7M | Sell |
10,263
-2,731
| -21% | -$453K | 0.09% | 216 |
|
|
2020
Q2 | $1.39M | Buy |
12,994
+276
| +2% | +$29.6K | 0.08% | 237 |
|
|
2020
Q1 | $1.24M | Buy |
12,718
+379
| +3% | +$37K | 0.08% | 224 |
|
|
2019
Q4 | $1.47M | Buy |
12,339
+819
| +7% | +$97.4K | 0.08% | 244 |
|
|
2019
Q3 | $1.37M | Sell |
11,520
-540
| -4% | -$64.2K | 0.08% | 231 |
|
|
2019
Q2 | $1.25M | Sell |
12,060
-237
| -2% | -$24.5K | 0.08% | 238 |
|
|
2019
Q1 | $1.37M | Buy |
12,297
+41
| +0.3% | +$4.58K | 0.09% | 221 |
|
|
2018
Q4 | $1.18M | Sell |
12,256
-2,011
| -14% | -$194K | 0.09% | 224 |
|
|
2018
Q3 | $1.67M | Buy |
14,267
+1,285
| +10% | +$150K | 0.11% | 199 |
|
|
2018
Q2 | $1.38M | Buy |
12,982
+486
| +4% | +$51.6K | 0.11% | 188 |
|
|
2018
Q1 | $1.31M | Buy |
12,496
+878
| +8% | +$91.8K | 0.11% | 176 |
|
|
2017
Q4 | $1.38M | Buy |
11,618
+685
| +6% | +$81.6K | 0.12% | 170 |
|
|
2017
Q3 | $1.31M | Buy |
10,933
+201
| +2% | +$24.1K | 0.13% | 164 |
|
|
2017
Q2 | $1.19M | Sell |
10,732
-135
| -1% | -$14.9K | 0.12% | 162 |
|
|
2017
Q1 | $1.17M | Sell |
10,867
-1,601
| -13% | -$172K | 0.12% | 155 |
|
|
2016
Q4 | $1.43M | Sell |
12,468
-771
| -6% | -$88.4K | 0.19% | 121 |
|
|
2016
Q3 | $1.45M | Sell |
13,239
-1,267
| -9% | -$138K | 0.19% | 123 |
|
|
2016
Q2 | $1.57M | Sell |
14,506
-676
| -4% | -$73.2K | 0.23% | 103 |
|
|
2016
Q1 | $1.59M | Buy |
+15,182
| New | +$1.59M | 0.24% | 102 |
|