IAA
Independent Advisor Alliance’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
41,917
+2,530
| +6% | +$255K | 0.12% | 136 |
|
|
2025
Q1 | $4.33M | Sell |
39,387
-6,871
| -15% | -$756K | 0.14% | 122 |
|
|
2024
Q4 | $5.83M | Buy |
46,258
+7,821
| +20% | +$986K | 0.08% | 240 |
|
|
2024
Q3 | $5.24M | Sell |
38,437
-7,788
| -17% | -$1.06M | 0.19% | 95 |
|
|
2024
Q2 | $6.33M | Sell |
46,225
-17,275
| -27% | -$2.36M | 0.22% | 84 |
|
|
2024
Q1 | $9.44M | Sell |
63,500
-3,583
| -5% | -$533K | 0.34% | 57 |
|
|
2023
Q4 | $10.5M | Sell |
67,083
-1,115
| -2% | -$175K | 0.38% | 47 |
|
|
2023
Q3 | $10.6M | Sell |
68,198
-1,890
| -3% | -$295K | 0.48% | 41 |
|
|
2023
Q2 | $12.6M | Sell |
70,088
-3,691
| -5% | -$662K | 0.55% | 35 |
|
|
2023
Q1 | $14.3M | Buy |
73,779
+53
| +0.1% | +$10.3K | 0.69% | 32 |
|
|
2022
Q4 | $12.8K | Sell |
73,726
-6,081
| -8% | -$1.06K | ﹤0.01% | 162 |
|
|
2022
Q3 | $12.9M | Sell |
79,807
-1,617
| -2% | -$261K | 0.75% | 28 |
|
|
2022
Q2 | $14.9M | Sell |
81,424
-6,991
| -8% | -$1.28M | 0.83% | 25 |
|
|
2022
Q1 | $19M | Buy |
88,415
+15,957
| +22% | +$3.42M | 0.91% | 20 |
|
|
2021
Q4 | $15.5M | Sell |
72,458
-815
| -1% | -$175K | 0.77% | 29 |
|
|
2021
Q3 | $13.3M | Buy |
73,273
+2,841
| +4% | +$517K | 0.74% | 27 |
|
|
2021
Q2 | $14.6M | Sell |
70,432
-1,712
| -2% | -$356K | 0.8% | 24 |
|
|
2021
Q1 | $12.3M | Buy |
72,144
+5,851
| +9% | +$995K | 0.73% | 30 |
|
|
2020
Q4 | $11.2M | Buy |
66,293
+3,986
| +6% | +$671K | 0.76% | 28 |
|
|
2020
Q3 | $10.4M | Buy |
62,307
+31,195
| +100% | +$5.2M | 0.79% | 29 |
|
|
2020
Q2 | $3.46M | Buy |
31,112
+158
| +0.5% | +$17.6K | 0.37% | 55 |
|
|
2020
Q1 | $2.89M | Sell |
30,954
-2,711
| -8% | -$253K | 0.42% | 52 |
|
|
2019
Q4 | $3.94M | Buy |
33,665
+2,817
| +9% | +$330K | 0.17% | 130 |
|
|
2019
Q3 | $3.7M | Buy |
30,848
+1,348
| +5% | +$162K | 0.45% | 46 |
|
|
2019
Q2 | $2.85M | Buy |
29,500
+644
| +2% | +$62.3K | 0.41% | 50 |
|
|
2019
Q1 | $3.22M | Buy |
28,856
+2,060
| +8% | +$230K | 0.45% | 50 |
|
|
2018
Q4 | $2.61M | Buy |
26,796
+192
| +0.7% | +$18.7K | 0.46% | 46 |
|
|
2018
Q3 | $2.93M | Buy |
26,604
+1,402
| +6% | +$154K | 0.53% | 36 |
|
|
2018
Q2 | $2.53M | Buy |
25,202
+1,707
| +7% | +$171K | 0.53% | 42 |
|
|
2018
Q1 | $2.44M | Buy |
23,495
+1,157
| +5% | +$120K | 0.54% | 39 |
|
|
2017
Q4 | $2.89M | Buy |
22,338
+1,844
| +9% | +$238K | 0.64% | 35 |
|
|
2017
Q3 | $2.4M | Buy |
20,494
+942
| +5% | +$110K | 0.66% | 36 |
|
|
2017
Q2 | $2.16M | Sell |
19,552
-549
| -3% | -$60.5K | 0.69% | 36 |
|
|
2017
Q1 | $2.15M | Buy |
20,101
+2,084
| +12% | +$222K | 0.34% | 79 |
|
|
2016
Q4 | $2.07M | Buy |
+18,017
| New | +$2.07M | 0.89% | 32 |
|