Kestra 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
Q2 | $23.2M | Buy |
229,707
+84,967
| +59% | +$8.58M | 0.11% | 168 |
|
|
2025
Q1 | $15.9M | Sell |
144,740
-12,599
| -8% | -$1.39M | 0.08% | 233 |
|
|
2024
Q4 | $19.8M | Sell |
157,339
-18,257
| -10% | -$2.3M | 0.11% | 184 |
|
|
2024
Q3 | $23.9M | Buy |
175,596
+5,044
| +3% | +$688K | 0.13% | 155 |
|
|
2024
Q2 | $20.9M | Buy |
170,552
+44,567
| +35% | +$5.45M | 0.12% | 184 |
|
|
2024
Q1 | $18.7M | Buy |
125,985
+22,612
| +22% | +$3.36M | 0.13% | 159 |
|
|
2023
Q4 | $16.3M | Buy |
103,373
+125
| +0.1% | +$19.7K | 0.13% | 156 |
|
|
2023
Q3 | $16.1M | Sell |
103,248
-22,068
| -18% | -$3.44M | 0.16% | 131 |
|
|
2023
Q2 | $22.5M | Buy |
125,316
+13,370
| +12% | +$2.4M | 0.22% | 97 |
|
|
2023
Q1 | $21.7M | Sell |
111,946
-17,289
| -13% | -$3.35M | 0.24% | 92 |
|
|
2022
Q4 | $22.5M | Sell |
129,235
-22,157
| -15% | -$3.85M | 0.2% | 111 |
|
|
2022
Q3 | $24.5M | Buy |
151,392
+9,359
| +7% | +$1.51M | 0.26% | 84 |
|
|
2022
Q2 | $25.9M | Buy |
142,033
+40,399
| +40% | +$7.37M | 0.27% | 76 |
|
|
2022
Q1 | $21.8M | Sell |
101,634
-6,949
| -6% | -$1.49M | 0.23% | 88 |
|
|
2021
Q4 | $23.3M | Buy |
108,583
+18,588
| +21% | +$3.98M | 0.24% | 90 |
|
|
2021
Q3 | $16.4M | Sell |
89,995
-7,413
| -8% | -$1.35M | 0.16% | 142 |
|
|
2021
Q2 | $20.3M | Sell |
97,408
-5,444
| -5% | -$1.13M | 0.23% | 98 |
|
|
2021
Q1 | $17.5M | Sell |
102,852
-21,362
| -17% | -$3.63M | 0.22% | 108 |
|
|
2020
Q4 | $20.6M | Buy |
124,214
+44,678
| +56% | +$7.43M | 0.24% | 94 |
|
|
2020
Q3 | $13.4M | Buy |
+79,536
| New | +$13.4M | 0.25% | 96 |
|