IFP 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 | $3.03M | Buy |
29,979
+21,475
| +253% | +$2.17M | 0.09% | 257 |
|
|
2025
Q1 | $935K | Buy |
8,504
+571
| +7% | +$62.8K | 0.03% | 577 |
|
|
2024
Q4 | $1M | Buy |
7,933
+5,791
| +270% | +$730K | 0.03% | 525 |
|
|
2024
Q3 | $1.03M | Sell |
2,142
-2,939
| -58% | -$1.41M | 0.04% | 474 |
|
|
2024
Q2 | $1.07M | Sell |
5,081
-2,050
| -29% | -$433K | 0.04% | 424 |
|
|
2024
Q1 | $1.06M | Buy |
7,131
+232
| +3% | +$34.5K | 0.05% | 399 |
|
|
2023
Q4 | $1.08M | Buy |
6,899
+572
| +9% | +$90K | 0.05% | 373 |
|
|
2023
Q3 | $986K | Sell |
6,327
-2,854
| -31% | -$445K | 0.04% | 396 |
|
|
2023
Q2 | $1.65M | Sell |
9,181
-666
| -7% | -$119K | 0.07% | 298 |
|
|
2023
Q1 | $1.15M | Sell |
9,847
-8,478
| -46% | -$994K | 0.05% | 344 |
|
|
2022
Q4 | $2.17M | Sell |
18,325
-1,599
| -8% | -$190K | 0.06% | 352 |
|
|
2022
Q3 | $2.45M | Buy |
19,924
+1,058
| +6% | +$130K | 0.06% | 330 |
|
|
2022
Q2 | $2.31M | Hold |
18,866
| – | – | 0.07% | 310 |
|
|
2022
Q1 | $2.31M | Buy |
18,866
+7,171
| +61% | +$879K | 0.07% | 310 |
|
|
2021
Q4 | $2.52M | Sell |
11,695
-58
| -0.5% | -$12.5K | 0.05% | 207 |
|
|
2021
Q3 | $2.14M | Buy |
11,753
+2,320
| +25% | +$422K | 0.04% | 236 |
|
|
2021
Q2 | $1.95M | Sell |
9,433
-18
| -0.2% | -$3.72K | 0.04% | 246 |
|
|
2021
Q1 | $1.61M | Sell |
9,451
-1,167
| -11% | -$199K | 0.03% | 272 |
|
|
2020
Q4 | $1.8M | Buy |
10,618
+837
| +9% | +$142K | 0.07% | 225 |
|
|
2020
Q3 | $1.62M | Buy |
9,781
+2,546
| +35% | +$421K | 0.1% | 206 |
|
|
2020
Q2 | $797K | Buy |
7,235
+1,035
| +17% | +$114K | 0.06% | 312 |
|
|
2020
Q1 | $614K | Buy |
6,200
+277
| +5% | +$27.4K | 0.06% | 304 |
|
|
2019
Q4 | $701K | Buy |
5,923
+10
| +0.2% | +$1.18K | 0.05% | 358 |
|
|
2019
Q3 | $700K | Buy |
+5,913
| New | +$700K | 0.05% | 396 |
|
|
2019
Q1 | $460K | Sell |
4,133
-4,295
| -51% | -$478K | 0.06% | 300 |
|
|
2018
Q4 | $814K | Sell |
8,428
-5,970
| -41% | -$577K | 0.05% | 398 |
|
|
2018
Q3 | $1.68M | Sell |
14,398
-1,331
| -8% | -$155K | 0.07% | 297 |
|
|
2018
Q2 | $1.67M | Buy |
15,729
+1,132
| +8% | +$120K | 0.07% | 286 |
|
|
2018
Q1 | $1.74M | Hold |
14,597
| – | – | 0.08% | 257 |
|
|
2017
Q4 | $1.74M | Sell |
14,597
-25,175
| -63% | -$3M | 0.08% | 257 |
|
|
2017
Q3 | $4.78M | Sell |
39,772
-216
| -0.5% | -$25.9K | 0.19% | 116 |
|
|
2017
Q2 | $4.42M | Buy |
39,988
+1,430
| +4% | +$158K | 0.19% | 112 |
|
|
2017
Q1 | $4.14M | Buy |
38,558
+3,560
| +10% | +$382K | 0.18% | 120 |
|
|
2016
Q4 | $4.01M | Sell |
34,998
-1,360
| -4% | -$156K | 0.19% | 115 |
|
|
2016
Q3 | $3.98M | Buy |
36,358
+462
| +1% | +$50.5K | 0.21% | 99 |
|
|
2016
Q2 | $3.87M | Buy |
35,896
+31,763
| +769% | +$3.42M | 0.22% | 93 |
|
|
2016
Q1 | $460K | Sell |
4,133
-31,615
| -88% | -$3.52M | 0.06% | 300 |
|
|
2015
Q4 | $3.44M | Buy |
+35,748
| New | +$3.44M | 0.23% | 93 |
|