IA
IFG Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
2,675
-141
| -5% | -$14.2K | 0.05% | 134 |
|
|
2025
Q1 | $310K | Buy |
2,816
+7
| +0.2% | +$770 | 0.06% | 116 |
|
|
2024
Q4 | $354K | Sell |
2,809
-290
| -9% | -$36.6K | 0.07% | 104 |
|
|
2024
Q3 | $423K | Sell |
3,099
-297
| -9% | -$40.5K | 0.09% | 87 |
|
|
2024
Q2 | $465K | Buy |
3,396
+13
| +0.4% | +$1.78K | 0.11% | 78 |
|
|
2024
Q1 | $503K | Buy |
3,383
+61
| +2% | +$9.07K | 0.13% | 72 |
|
|
2023
Q4 | $522K | Sell |
3,322
-279
| -8% | -$43.9K | 0.15% | 67 |
|
|
2023
Q3 | $561K | Buy |
3,601
+12
| +0.3% | +$1.87K | 0.2% | 60 |
|
|
2023
Q2 | $643K | Buy |
3,589
+13
| +0.4% | +$2.33K | 0.23% | 51 |
|
|
2023
Q1 | $694K | Buy |
3,576
+11
| +0.3% | +$2.13K | 0.27% | 44 |
|
|
2022
Q4 | $620K | Buy |
3,565
+10
| +0.3% | +$1.74K | 0.27% | 48 |
|
|
2022
Q3 | $574K | Buy |
3,555
+48
| +1% | +$7.75K | 0.29% | 47 |
|
|
2022
Q2 | $640K | Buy |
3,507
+10
| +0.3% | +$1.83K | 0.32% | 43 |
|
|
2022
Q1 | $750K | Buy |
3,497
+9
| +0.3% | +$1.93K | 0.33% | 45 |
|
|
2021
Q4 | $748K | Buy |
3,488
+17
| +0.5% | +$3.65K | 0.32% | 46 |
|
|
2021
Q3 | $632K | Buy |
3,471
+18
| +0.5% | +$3.28K | 0.29% | 52 |
|
|
2021
Q2 | $718K | Buy |
3,453
+17
| +0.5% | +$3.54K | 0.34% | 44 |
|
|
2021
Q1 | $584K | Buy |
3,436
+20
| +0.6% | +$3.4K | 0.32% | 48 |
|
|
2020
Q4 | $575K | Buy |
3,416
+20
| +0.6% | +$3.37K | 0.36% | 43 |
|
|
2020
Q3 | $566K | Buy |
3,396
+21
| +0.6% | +$3.5K | 0.4% | 40 |
|
|
2020
Q2 | $375K | Buy |
3,375
+32
| +1% | +$3.56K | 0.3% | 50 |
|
|
2020
Q1 | $312K | Buy |
+3,343
| New | +$312K | 0.31% | 54 |
|