JNBA Financial 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 | $36.3K | Sell |
359
-179
| -33% | -$18.1K | ﹤0.01% | 324 |
|
|
2025
Q1 | $59.2K | Buy |
538
+84
| +19% | +$9.24K | 0.01% | 263 |
|
|
2024
Q4 | $57.3K | Hold |
454
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $61.9K | Hold |
454
| – | – | 0.01% | 264 |
|
|
2024
Q2 | $62.2K | Hold |
454
| – | – | 0.01% | 265 |
|
|
2024
Q1 | $67.5K | Sell |
454
-134
| -23% | -$19.9K | 0.01% | 263 |
|
|
2023
Q4 | $92.5K | Sell |
588
-24
| -4% | -$3.78K | 0.01% | 236 |
|
|
2023
Q3 | $95.4K | Buy |
612
+8
| +1% | +$1.25K | 0.01% | 227 |
|
|
2023
Q2 | $108K | Buy |
604
+44
| +8% | +$7.89K | 0.01% | 220 |
|
|
2023
Q1 | $109K | Buy |
560
+16
| +3% | +$3.11K | 0.01% | 223 |
|
|
2022
Q4 | $94.6K | Hold |
544
| – | – | 0.01% | 232 |
|
|
2022
Q3 | $88K | Sell |
544
-134
| -20% | -$21.7K | 0.01% | 233 |
|
|
2022
Q2 | $124K | Hold |
678
| – | – | 0.02% | 209 |
|
|
2022
Q1 | $145K | Sell |
678
-93
| -12% | -$19.9K | 0.02% | 207 |
|
|
2021
Q4 | $165K | Buy |
771
+75
| +11% | +$16.1K | 0.02% | 204 |
|
|
2021
Q3 | $127K | Sell |
696
-27
| -4% | -$4.93K | 0.02% | 216 |
|
|
2021
Q2 | $150K | Buy |
723
+24
| +3% | +$4.98K | 0.02% | 205 |
|
|
2021
Q1 | $119K | Buy |
699
+347
| +99% | +$59.1K | 0.02% | 212 |
|
|
2020
Q4 | $59K | Hold |
352
| – | – | 0.01% | 248 |
|
|
2020
Q3 | $59K | Sell |
352
-25
| -7% | -$4.19K | 0.01% | 229 |
|
|
2020
Q2 | $42K | Hold |
377
| – | – | 0.01% | 250 |
|
|
2020
Q1 | $35K | Buy |
377
+25
| +7% | +$2.32K | 0.01% | 255 |
|
|
2019
Q4 | $41K | Hold |
352
| – | – | 0.01% | 273 |
|
|
2019
Q3 | $42K | Sell |
352
-61
| -15% | -$7.28K | 0.01% | 254 |
|
|
2019
Q2 | $43K | Buy |
413
+50
| +14% | +$5.21K | 0.01% | 261 |
|
|
2019
Q1 | $41K | Sell |
363
-36
| -9% | -$4.07K | 0.01% | 250 |
|
|
2018
Q4 | $39K | Sell |
399
-4,142
| -91% | -$405K | 0.01% | 231 |
|
|
2018
Q3 | $530K | Buy |
4,541
+4,123
| +986% | +$481K | 0.24% | 75 |
|
|
2018
Q2 | $44K | Sell |
418
-10,983
| -96% | -$1.16M | 0.01% | 237 |
|
|
2018
Q1 | $1.19M | Hold |
11,401
| – | – | 0.26% | 47 |
|
|
2017
Q4 | $1.36M | Hold |
11,401
| – | – | 0.29% | 43 |
|
|
2017
Q3 | $1.37M | Hold |
11,401
| – | – | 0.31% | 36 |
|
|
2017
Q2 | $1.26M | Hold |
11,401
| – | – | 0.29% | 40 |
|
|
2017
Q1 | $1.22M | Sell |
11,401
-39
| -0.3% | -$4.18K | 0.29% | 40 |
|
|
2016
Q4 | $1.31M | Sell |
11,440
-106,706
| -90% | -$12.2M | 0.32% | 38 |
|
|
2016
Q3 | $12.9M | Buy |
118,146
+98,412
| +499% | +$10.8M | 1.89% | 13 |
|
|
2016
Q2 | $2.13M | Buy |
19,734
+18,965
| +2,466% | +$2.04M | 0.59% | 24 |
|
|
2016
Q1 | $81K | Hold |
769
| – | – | 0.03% | 159 |
|
|
2015
Q4 | $74K | Hold |
769
| – | – | 0.03% | 164 |
|
|
2015
Q3 | $76K | Sell |
769
-255
| -25% | -$25.2K | 0.03% | 154 |
|
|
2015
Q2 | $99K | Hold |
1,024
| – | – | 0.04% | 129 |
|
|
2015
Q1 | $99K | Sell |
1,024
-750
| -42% | -$72.5K | 0.04% | 133 |
|
|
2014
Q4 | $197K | Hold |
1,774
| – | – | 0.08% | 95 |
|
|
2014
Q3 | $174K | Sell |
1,774
-484
| -21% | -$47.5K | 0.08% | 102 |
|
|
2014
Q2 | $232K | Hold |
2,258
| – | – | 0.11% | 84 |
|
|
2014
Q1 | $220K | Sell |
2,258
-800
| -26% | -$77.9K | 0.12% | 80 |
|
|
2013
Q4 | $321K | Sell |
3,058
-160
| -5% | -$16.8K | 0.18% | 66 |
|
|
2013
Q3 | $294K | Buy |
3,218
+160
| +5% | +$14.6K | 0.18% | 65 |
|
|
2013
Q2 | $264K | Buy |
+3,058
| New | +$264K | 0.18% | 70 |
|