IFWM
Institute for Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
8,136
-1,523
| -16% | -$154K | 0.09% | 226 |
|
|
2025
Q1 | $1.06M | Sell |
9,659
-575
| -6% | -$63.2K | 0.14% | 172 |
|
|
2024
Q4 | $1.29M | Sell |
10,234
-2,763
| -21% | -$348K | 0.16% | 130 |
|
|
2024
Q3 | $1.77M | Sell |
12,997
-277
| -2% | -$37.8K | 0.22% | 103 |
|
|
2024
Q2 | $1.82M | Buy |
13,274
+330
| +3% | +$45.2K | 0.24% | 89 |
|
|
2024
Q1 | $1.92M | Buy |
12,944
+69
| +0.5% | +$10.3K | 0.25% | 86 |
|
|
2023
Q4 | $2.02M | Sell |
12,875
-1
| -0% | -$157 | 0.33% | 72 |
|
|
2023
Q3 | $2.01M | Hold |
12,876
| – | – | 0.36% | 67 |
|
|
2023
Q2 | $2.31M | Sell |
12,876
-134
| -1% | -$24K | 0.39% | 53 |
|
|
2023
Q1 | $2.52M | Sell |
13,010
-206
| -2% | -$40K | 0.48% | 42 |
|
|
2022
Q4 | $2.3M | Buy |
13,216
+85
| +0.6% | +$14.8K | 0.48% | 45 |
|
|
2022
Q3 | $2.12M | Sell |
13,131
-16
| -0.1% | -$2.58K | 0.48% | 46 |
|
|
2022
Q2 | $2.4M | Sell |
13,147
-338
| -3% | -$61.7K | 0.47% | 41 |
|
|
2022
Q1 | $2.89M | Buy |
13,485
+105
| +0.8% | +$22.5K | 0.47% | 45 |
|
|
2021
Q4 | $2.87M | Buy |
13,380
+34
| +0.3% | +$7.29K | 0.47% | 46 |
|
|
2021
Q3 | $2.43M | Sell |
13,346
-4
| -0% | -$728 | 0.43% | 52 |
|
|
2021
Q2 | $2.78M | Buy |
13,350
+208
| +2% | +$43.3K | 0.49% | 48 |
|
|
2021
Q1 | $2.23M | Buy |
13,142
+916
| +7% | +$156K | 0.42% | 57 |
|
|
2020
Q4 | $2.06M | Buy |
12,226
+2,598
| +27% | +$438K | 0.41% | 60 |
|
|
2020
Q3 | $1.6M | Buy |
9,628
+305
| +3% | +$50.8K | 0.37% | 62 |
|
|
2020
Q2 | $1.04M | Buy |
9,323
+361
| +4% | +$40.2K | 0.25% | 106 |
|
|
2020
Q1 | $837K | Sell |
8,962
-993
| -10% | -$92.7K | 0.26% | 103 |
|
|
2019
Q4 | $1.17M | Sell |
9,955
-19
| -0.2% | -$2.22K | 0.26% | 103 |
|
|
2019
Q3 | $1.2M | Sell |
9,974
-911
| -8% | -$109K | 0.3% | 92 |
|
|
2019
Q2 | $1.12M | Sell |
10,885
-715
| -6% | -$73.8K | 0.25% | 118 |
|
|
2019
Q1 | $1.3M | Buy |
+11,600
| New | +$1.3M | 0.28% | 94 |
|
|
2018
Q4 | – | Sell |
-10,927
| Closed | -$1.28M | – | 337 |
|
|
2018
Q3 | $1.28M | Buy |
10,927
+126
| +1% | +$14.8K | 0.43% | 82 |
|
|
2018
Q2 | $1.15M | Sell |
10,801
-2
| -0% | -$213 | 0.37% | 91 |
|
|
2018
Q1 | $1.22M | Sell |
10,803
-636
| -6% | -$71.9K | 0.36% | 92 |
|
|
2017
Q4 | $1.36M | Buy |
11,439
+915
| +9% | +$109K | 0.31% | 96 |
|
|
2017
Q3 | $1.26M | Buy |
10,524
+52
| +0.5% | +$6.24K | 0.41% | 79 |
|
|
2017
Q2 | $1.15M | Buy |
+10,472
| New | +$1.15M | 0.32% | 92 |
|