Intrua Financial’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
$1.19M Buy
11,829
+1,383
+13% +$140K 0.16% 96
2025
Q1
$1.15M Sell
10,446
-1,076
-9% -$118K 0.17% 95
2024
Q4
$1.45M Sell
11,522
-65
-0.6% -$8.2K 0.22% 80
2024
Q3
$1.58M Buy
11,587
+1,522
+15% +$208K 0.23% 79
2024
Q2
$1.38M Sell
10,065
-603
-6% -$82.5K 0.21% 96
2024
Q1
$1.59M Sell
10,668
-264
-2% -$39.2K 0.23% 92
2023
Q4
$1.72M Sell
10,932
-2,083
-16% -$328K 0.25% 90
2023
Q3
$2.03M Buy
13,015
+164
+1% +$25.6K 0.34% 69
2023
Q2
$2.3M Buy
12,851
+1,149
+10% +$206K 0.39% 60
2023
Q1
$1.97M Buy
11,702
+8,469
+262% +$1.43M 0.41% 58
2022
Q4
$570K Buy
3,233
+328
+11% +$57.8K 0.13% 165
2022
Q3
$469K Sell
2,905
-225
-7% -$36.3K 0.12% 170
2022
Q2
$571K Buy
3,130
+1,563
+100% +$285K 0.12% 183
2022
Q1
$336K Buy
1,567
+387
+33% +$83K 0.06% 283
2021
Q4
$253K Sell
1,180
-125
-10% -$26.8K 0.04% 328
2021
Q3
$277K Buy
+1,305
New +$277K 0.05% 299
2021
Q2
Sell
-1,035
Closed -$201K 308
2021
Q1
$201K Buy
+1,035
New +$201K 0.05% 282