Glen Eagle 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 | $207K | Sell |
2,047
-22
| -1% | -$2.22K | 0.03% | 242 |
|
|
2025
Q1 | $228K | Sell |
2,069
-189
| -8% | -$20.8K | 0.04% | 232 |
|
|
2024
Q4 | $285K | Sell |
2,258
-594
| -21% | -$74.9K | 0.05% | 206 |
|
|
2024
Q3 | $389K | Sell |
2,852
-264
| -8% | -$36K | 0.07% | 166 |
|
|
2024
Q2 | $426K | Sell |
3,116
-166
| -5% | -$22.7K | 0.08% | 148 |
|
|
2024
Q1 | $488K | Sell |
3,282
-116
| -3% | -$17.2K | 0.09% | 144 |
|
|
2023
Q4 | $534K | Sell |
3,398
-120
| -3% | -$18.9K | 0.11% | 133 |
|
|
2023
Q3 | $548K | Sell |
3,518
-33
| -0.9% | -$5.14K | 0.13% | 125 |
|
|
2023
Q2 | $636K | Sell |
3,551
-174
| -5% | -$31.2K | 0.15% | 116 |
|
|
2023
Q1 | $723K | Sell |
3,725
-425
| -10% | -$82.4K | 0.18% | 106 |
|
|
2022
Q4 | $721K | Sell |
4,150
-25
| -0.6% | -$4.35K | 0.2% | 98 |
|
|
2022
Q3 | $674K | Sell |
4,175
-440
| -10% | -$71.1K | 0.2% | 98 |
|
|
2022
Q2 | $842K | Buy |
4,615
+234
| +5% | +$42.7K | 0.23% | 87 |
|
|
2022
Q1 | $940K | Buy |
4,381
+5
| +0.1% | +$1.07K | 0.25% | 90 |
|
|
2021
Q4 | $938K | Buy |
4,376
+65
| +2% | +$13.9K | 0.24% | 90 |
|
|
2021
Q3 | $785K | Buy |
4,311
+87
| +2% | +$15.8K | 0.23% | 94 |
|
|
2021
Q2 | $878K | Sell |
4,224
-60
| -1% | -$12.5K | 0.27% | 84 |
|
|
2021
Q1 | $728K | Buy |
4,284
+651
| +18% | +$111K | 0.25% | 87 |
|
|
2020
Q4 | $612K | Sell |
3,633
-273
| -7% | -$46K | 0.24% | 88 |
|
|
2020
Q3 | $651K | Buy |
3,906
+60
| +2% | +$10K | 0.29% | 76 |
|
|
2020
Q2 | $428K | Buy |
3,846
+1,697
| +79% | +$189K | 0.22% | 98 |
|
|
2020
Q1 | $201K | Buy |
2,149
+289
| +16% | +$27K | 0.14% | 130 |
|
|
2019
Q4 | $218K | Buy |
1,860
+11
| +0.6% | +$1.29K | 0.12% | 158 |
|
|
2019
Q3 | $222K | Sell |
1,849
-1
| -0.1% | -$120 | 0.15% | 137 |
|
|
2019
Q2 | $191K | Sell |
1,850
-30
| -2% | -$3.1K | 0.13% | 147 |
|
|
2019
Q1 | $210K | Sell |
1,880
-10
| -0.5% | -$1.12K | 0.15% | 133 |
|
|
2018
Q4 | $184K | Buy |
1,890
+10
| +0.5% | +$975 | 0.16% | 132 |
|
|
2018
Q3 | $219K | Hold |
1,880
| – | – | 0.16% | 136 |
|
|
2018
Q2 | $200K | Hold |
1,880
| – | – | 0.16% | 136 |
|
|
2018
Q1 | $197K | Sell |
1,880
-130
| -6% | -$13.6K | 0.16% | 135 |
|
|
2017
Q4 | $239K | Sell |
2,010
-40
| -2% | -$4.77K | 0.21% | 116 |
|
|
2017
Q3 | $246K | Sell |
2,050
-1,280
| -38% | -$154K | 0.23% | 107 |
|
|
2017
Q2 | $371K | Buy |
3,330
+41
| +1% | +$4.57K | 0.3% | 85 |
|
|
2017
Q1 | $354K | Sell |
3,289
-105
| -3% | -$11.3K | 0.3% | 87 |
|
|
2016
Q4 | $389K | Buy |
+3,394
| New | +$389K | 0.35% | 79 |
|