Journey Advisory Group’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 | $359K | Hold |
3,557
| – | – | 0.03% | 226 |
|
|
2025
Q1 | $391K | Buy |
3,557
+231
| +7% | +$25.4K | 0.03% | 214 |
|
|
2024
Q4 | $455K | Hold |
3,326
| – | – | 0.05% | 160 |
|
|
2024
Q3 | $455K | Sell |
3,326
-50
| -1% | -$6.84K | 0.05% | 160 |
|
|
2024
Q2 | $462K | Buy |
3,376
+1,802
| +114% | +$247K | 0.06% | 159 |
|
|
2024
Q1 | $234K | Buy |
1,574
+151
| +11% | +$22.4K | 0.03% | 214 |
|
|
2023
Q4 | $224K | Buy |
1,423
+1
| +0.1% | +$157 | 0.03% | 205 |
|
|
2023
Q3 | $222K | Sell |
1,422
-568
| -29% | -$88.6K | 0.03% | 200 |
|
|
2023
Q2 | $357K | Hold |
1,990
| – | – | 0.05% | 167 |
|
|
2023
Q1 | $386K | Buy |
1,990
+144
| +8% | +$27.9K | 0.06% | 165 |
|
|
2022
Q4 | $321K | Buy |
1,846
+1
| +0.1% | +$174 | 0.08% | 167 |
|
|
2022
Q3 | $298K | Sell |
1,845
-370
| -17% | -$59.8K | 0.08% | 184 |
|
|
2022
Q2 | $433K | Buy |
2,215
+738
| +50% | +$144K | 0.1% | 167 |
|
|
2022
Q1 | $317K | Buy |
1,477
+95
| +7% | +$20.4K | 0.08% | 182 |
|
|
2021
Q4 | $296K | Buy |
1,382
+5
| +0.4% | +$1.07K | 0.08% | 178 |
|
|
2021
Q3 | $251K | Buy |
1,377
+8
| +0.6% | +$1.46K | 0.08% | 175 |
|
|
2021
Q2 | $285K | Sell |
1,369
-50
| -4% | -$10.4K | 0.09% | 167 |
|
|
2021
Q1 | $241K | Sell |
1,419
-1
| -0.1% | -$170 | 0.08% | 174 |
|
|
2020
Q4 | $239K | Buy |
+1,420
| New | +$239K | 0.09% | 162 |
|