Investment Advisory Services’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
Q1 | – | Sell |
-2,204
| Closed | -$278K | – | 120 |
|
|
2024
Q4 | $278K | Buy |
2,204
+389
| +21% | +$49.1K | 0.1% | 94 |
|
|
2024
Q3 | $247K | Sell |
1,815
-57
| -3% | -$7.77K | 0.09% | 108 |
|
|
2024
Q2 | $256K | Sell |
1,872
-76
| -4% | -$10.4K | 0.09% | 101 |
|
|
2024
Q1 | $289K | Buy |
1,948
+39
| +2% | +$5.8K | 0.11% | 101 |
|
|
2023
Q4 | $300K | Sell |
1,909
-424
| -18% | -$66.7K | 0.12% | 95 |
|
|
2023
Q3 | $364K | Buy |
2,333
+247
| +12% | +$38.5K | 0.16% | 86 |
|
|
2023
Q2 | $374K | Sell |
2,086
-17
| -0.8% | -$3.05K | 0.16% | 88 |
|
|
2023
Q1 | $408K | Buy |
2,103
+12
| +0.6% | +$2.33K | 0.2% | 80 |
|
|
2022
Q4 | $364K | Buy |
2,091
+89
| +4% | +$15.5K | 0.19% | 84 |
|
|
2022
Q3 | $323K | Buy |
2,002
+44
| +2% | +$7.1K | 0.19% | 80 |
|
|
2022
Q2 | $357K | Hold |
1,958
| – | – | 0.21% | 80 |
|
|
2022
Q1 | $420K | Buy |
1,958
+11
| +0.6% | +$2.36K | 0.23% | 79 |
|
|
2021
Q4 | $417K | Buy |
1,947
+39
| +2% | +$8.35K | 0.23% | 76 |
|
|
2021
Q3 | $347K | Buy |
1,908
+21
| +1% | +$3.82K | 0.21% | 80 |
|
|
2021
Q2 | $392K | Buy |
+1,887
| New | +$392K | 0.24% | 77 |
|
|
2020
Q4 | $299K | Buy |
1,776
+9
| +0.5% | +$1.52K | 0.21% | 76 |
|
|
2020
Q3 | $294K | Buy |
+1,767
| New | +$294K | 0.23% | 71 |
|