IFS 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 | $27.7K | Hold |
274
| – | – | 0.02% | 49 |
|
|
2025
Q1 | $30.1K | Buy |
274
+58
| +27% | +$6.38K | 0.02% | 58 |
|
|
2024
Q4 | $27.2K | Buy |
216
+151
| +232% | +$19K | 0.02% | 53 |
|
|
2024
Q3 | $8.86K | Hold |
65
| – | – | 0.01% | 80 |
|
|
2024
Q2 | $8.9K | Hold |
65
| – | – | 0.01% | 74 |
|
|
2024
Q1 | $9.66K | Hold |
65
| – | – | 0.01% | 69 |
|
|
2023
Q4 | $10.2K | Hold |
65
| – | – | 0.01% | 61 |
|
|
2023
Q3 | $10.1K | Hold |
65
| – | – | 0.02% | 58 |
|
|
2023
Q2 | $11.7K | Buy |
65
+60
| +1,200% | +$10.8K | 0.03% | 51 |
|
|
2023
Q1 | $969 | Hold |
5
| – | – | ﹤0.01% | 99 |
|
|
2022
Q4 | $869 | Hold |
5
| – | – | ﹤0.01% | 109 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 129 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 129 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 107 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 117 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | – | – | 140 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 174 |
|