Icon 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 | $779K | Sell |
7,719
-448
| -5% | -$45.2K | 0.06% | 201 |
|
|
2025
Q1 | $898K | Sell |
8,167
-5,169
| -39% | -$569K | 0.07% | 157 |
|
|
2024
Q4 | $1.68M | Sell |
13,336
-347
| -3% | -$43.8K | 0.14% | 110 |
|
|
2024
Q3 | $1.87M | Buy |
13,683
+5,558
| +68% | +$758K | 0.16% | 96 |
|
|
2024
Q2 | $1.06M | Sell |
8,125
-11,089
| -58% | -$1.45M | 0.09% | 144 |
|
|
2024
Q1 | $2.86M | Sell |
19,214
-85
| -0.4% | -$12.6K | 0.27% | 71 |
|
|
2023
Q4 | $3.03M | Buy |
+19,299
| New | +$3.03M | 0.32% | 66 |
|
|
2022
Q4 | $5.66M | Buy |
32,531
+223
| +0.7% | +$38.8K | 0.65% | 35 |
|
|
2022
Q3 | $5.22M | Buy |
+32,308
| New | +$5.22M | 0.63% | 38 |
|