JFS Wealth 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 | $403K | Sell |
3,996
-20
| -0.5% | -$2.02K | 0.03% | 228 |
|
|
2025
Q1 | $442K | Sell |
4,016
-410
| -9% | -$45.1K | 0.03% | 209 |
|
|
2024
Q4 | $558K | Buy |
4,426
+354
| +9% | +$44.6K | 0.04% | 184 |
|
|
2024
Q3 | $555K | Sell |
4,072
-130
| -3% | -$17.7K | 0.04% | 190 |
|
|
2024
Q2 | $575K | Sell |
4,202
-7
| -0.2% | -$958 | 0.05% | 147 |
|
|
2024
Q1 | $626K | Sell |
4,209
-102
| -2% | -$15.2K | 0.05% | 144 |
|
|
2023
Q4 | $678K | Sell |
4,311
-46
| -1% | -$7.23K | 0.06% | 132 |
|
|
2023
Q3 | $679K | Buy |
4,357
+53
| +1% | +$8.26K | 0.06% | 130 |
|
|
2023
Q2 | $772K | Buy |
4,304
+22
| +0.5% | +$3.94K | 0.07% | 125 |
|
|
2023
Q1 | $831K | Sell |
4,282
-133
| -3% | -$25.8K | 0.08% | 120 |
|
|
2022
Q4 | $767K | Sell |
4,415
-194
| -4% | -$33.7K | 0.08% | 124 |
|
|
2022
Q3 | $745K | Buy |
4,609
+37
| +0.8% | +$5.98K | 0.08% | 122 |
|
|
2022
Q2 | $835K | Sell |
4,572
-88
| -2% | -$16.1K | 0.09% | 114 |
|
|
2022
Q1 | $999K | Buy |
4,660
+127
| +3% | +$27.2K | 0.09% | 116 |
|
|
2021
Q4 | $972K | Buy |
4,533
+294
| +7% | +$63K | 0.09% | 120 |
|
|
2021
Q3 | $772K | Buy |
4,239
+4,203
| +11,675% | +$765K | 0.08% | 124 |
|
|
2021
Q2 | $7K | Hold |
36
| – | – | ﹤0.01% | 477 |
|
|
2021
Q1 | $6K | Hold |
36
| – | – | ﹤0.01% | 462 |
|
|
2020
Q4 | $6K | Buy |
+36
| New | +$6K | ﹤0.01% | 458 |
|
|
2018
Q4 | – | Sell |
-64
| Closed | -$7K | – | 530 |
|
|
2018
Q3 | $7K | Buy |
+64
| New | +$7K | ﹤0.01% | 440 |
|
|
2015
Q3 | – | Sell |
-172
| Closed | -$17K | – | 573 |
|
|
2015
Q2 | $17K | Sell |
172
-120
| -41% | -$11.9K | 0.01% | 304 |
|
|
2015
Q1 | $28K | Sell |
292
-12
| -4% | -$1.15K | 0.01% | 240 |
|
|
2014
Q4 | $34K | Hold |
304
| – | – | 0.01% | 230 |
|
|
2014
Q3 | $30K | Sell |
304
-4
| -1% | -$395 | 0.01% | 227 |
|
|
2014
Q2 | $32K | Buy |
+308
| New | +$32K | 0.01% | 228 |
|