Great Valley Advisor Group’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 | $1.05M | Sell |
10,401
-1,523
| -13% | -$154K | 0.02% | 451 |
|
|
2025
Q1 | $1.31M | Sell |
11,924
-620
| -5% | -$68.2K | 0.03% | 392 |
|
|
2024
Q4 | $1.58M | Sell |
12,544
-8,504
| -40% | -$1.07M | 0.04% | 351 |
|
|
2024
Q3 | $2.87M | Sell |
21,048
-13,658
| -39% | -$1.86M | 0.07% | 259 |
|
|
2024
Q2 | $4.75M | Buy |
34,706
+21,048
| +154% | +$2.88M | 0.13% | 167 |
|
|
2024
Q1 | $2.03M | Sell |
13,658
-24,686
| -64% | -$3.67M | 0.06% | 272 |
|
|
2023
Q4 | $6.03M | Sell |
38,344
-635
| -2% | -$99.8K | 0.21% | 121 |
|
|
2023
Q3 | $6.08M | Buy |
38,979
+4,381
| +13% | +$683K | 0.25% | 104 |
|
|
2023
Q2 | $6.2M | Buy |
34,598
+3,917
| +13% | +$702K | 0.26% | 101 |
|
|
2023
Q1 | $5.95M | Buy |
30,681
+15,535
| +103% | +$3.01M | 0.28% | 97 |
|
|
2022
Q4 | $2.63M | Sell |
15,146
-1,009
| -6% | -$175K | 0.13% | 171 |
|
|
2022
Q3 | $2.61M | Buy |
16,155
+54
| +0.3% | +$8.72K | 0.15% | 159 |
|
|
2022
Q2 | $2.94M | Buy |
16,101
+1,590
| +11% | +$290K | 0.16% | 152 |
|
|
2022
Q1 | $3.11M | Buy |
14,511
+1,375
| +10% | +$295K | 0.18% | 143 |
|
|
2021
Q4 | $2.51M | Buy |
13,136
+10
| +0.1% | +$1.91K | 0.16% | 154 |
|
|
2021
Q3 | $2.39M | Buy |
13,126
+220
| +2% | +$40.1K | 0.16% | 149 |
|
|
2021
Q2 | $2.33M | Buy |
12,906
+146
| +1% | +$26.4K | 0.17% | 149 |
|
|
2021
Q1 | $2.17M | Sell |
12,760
-1,013
| -7% | -$172K | 0.21% | 121 |
|
|
2020
Q4 | $2.32M | Buy |
13,773
+215
| +2% | +$36.2K | 0.24% | 93 |
|
|
2020
Q3 | $2.26M | Buy |
13,558
+291
| +2% | +$48.5K | 0.28% | 83 |
|
|
2020
Q2 | $1.48M | Buy |
13,267
+670
| +5% | +$74.5K | 0.24% | 116 |
|
|
2020
Q1 | $1.18M | Sell |
12,597
-512
| -4% | -$47.8K | 0.31% | 98 |
|
|
2019
Q4 | $1.54M | Buy |
13,109
+109
| +0.8% | +$12.8K | 0.34% | 87 |
|
|
2019
Q3 | $1.56M | Buy |
13,000
+835
| +7% | +$100K | 0.38% | 83 |
|
|
2019
Q2 | $1.26M | Buy |
12,165
+9,072
| +293% | +$937K | 0.32% | 96 |
|
|
2019
Q1 | $346K | Buy |
3,093
+1
| +0% | +$112 | 0.11% | 203 |
|
|
2018
Q4 | $302K | Buy |
+3,092
| New | +$302K | 0.11% | 166 |
|