IFG Advisory’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 | $665K | Buy |
6,588
+778
| +13% | +$78.5K | 0.03% | 421 |
|
|
2025
Q1 | $639K | Buy |
5,810
+116
| +2% | +$12.8K | 0.04% | 384 |
|
|
2024
Q4 | $718K | Buy |
+5,694
| New | +$718K | 0.04% | 345 |
|
|
2024
Q3 | – | Sell |
-5,228
| Closed | -$715K | – | 606 |
|
|
2024
Q2 | $715K | Buy |
+5,228
| New | +$715K | 0.05% | 344 |
|
|
2024
Q1 | – | Sell |
-5,293
| Closed | -$832K | – | 569 |
|
|
2023
Q4 | $832K | Sell |
5,293
-1,650
| -24% | -$259K | 0.06% | 284 |
|
|
2023
Q3 | $1.08M | Buy |
+6,943
| New | +$1.08M | 0.09% | 219 |
|
|
2023
Q2 | – | Sell |
-5,646
| Closed | -$1.1M | – | 490 |
|
|
2023
Q1 | $1.1M | Buy |
5,646
+83
| +1% | +$16.1K | 0.1% | 205 |
|
|
2022
Q4 | $967K | Sell |
5,563
-3,738
| -40% | -$650K | 0.1% | 215 |
|
|
2022
Q3 | $1.5M | Buy |
9,301
+3,515
| +61% | +$568K | 0.14% | 158 |
|
|
2022
Q2 | $1.06M | Buy |
5,786
+3
| +0.1% | +$548 | 0.11% | 183 |
|
|
2022
Q1 | $1.24M | Sell |
5,783
-396
| -6% | -$84.9K | 0.13% | 178 |
|
|
2021
Q4 | $1.32M | Buy |
6,179
+118
| +2% | +$25.3K | 0.13% | 178 |
|
|
2021
Q3 | $1.1M | Buy |
6,061
+1,497
| +33% | +$272K | 0.12% | 189 |
|
|
2021
Q2 | $949K | Sell |
4,564
-183
| -4% | -$38.1K | 0.11% | 202 |
|
|
2021
Q1 | $806K | Buy |
4,747
+400
| +9% | +$67.9K | 0.1% | 221 |
|
|
2020
Q4 | $732K | Buy |
4,347
+175
| +4% | +$29.5K | 0.1% | 211 |
|
|
2020
Q3 | $695K | Sell |
4,172
-60
| -1% | -$10K | 0.11% | 195 |
|
|
2020
Q2 | $470K | Sell |
4,232
-832
| -16% | -$92.4K | 0.08% | 232 |
|
|
2020
Q1 | $473K | Sell |
5,064
-3,680
| -42% | -$344K | 0.11% | 198 |
|
|
2019
Q4 | $1.02M | Sell |
8,744
-1,622
| -16% | -$190K | 0.19% | 131 |
|
|
2019
Q3 | $1.24M | Sell |
10,366
-182
| -2% | -$21.8K | 0.24% | 106 |
|
|
2019
Q2 | $1.09M | Buy |
10,548
+1,047
| +11% | +$108K | 0.19% | 106 |
|
|
2019
Q1 | $1.06M | Buy |
9,501
+1,250
| +15% | +$140K | 0.2% | 108 |
|
|
2018
Q4 | $804K | Buy |
8,251
+307
| +4% | +$29.9K | 0.19% | 116 |
|
|
2018
Q3 | $927K | Buy |
7,944
+470
| +6% | +$54.8K | 0.17% | 127 |
|
|
2018
Q2 | $794K | Buy |
7,474
+1,236
| +20% | +$131K | 0.16% | 132 |
|
|
2018
Q1 | $652K | Buy |
6,238
+256
| +4% | +$26.8K | 0.15% | 144 |
|
|
2017
Q4 | $712K | Buy |
+5,982
| New | +$712K | 0.16% | 139 |
|