Kestra Private Wealth 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 | $5.58M | Sell |
55,329
-2,179
| -4% | -$220K | 0.08% | 256 |
|
|
2025
Q1 | $6.33M | Sell |
57,508
-21,344
| -27% | -$2.35M | 0.11% | 216 |
|
|
2024
Q4 | $9.94M | Buy |
78,852
+6,943
| +10% | +$876K | 0.17% | 135 |
|
|
2024
Q3 | $9.8M | Sell |
71,909
-4,407
| -6% | -$601K | 0.18% | 131 |
|
|
2024
Q2 | $10.4M | Sell |
76,316
-5,642
| -7% | -$772K | 0.21% | 111 |
|
|
2024
Q1 | $12.2M | Buy |
81,958
+1,671
| +2% | +$248K | 0.27% | 86 |
|
|
2023
Q4 | $12.6M | Sell |
80,287
-1,806
| -2% | -$284K | 0.32% | 76 |
|
|
2023
Q3 | $12.8M | Buy |
82,093
+7,917
| +11% | +$1.23M | 0.4% | 54 |
|
|
2023
Q2 | $13.3M | Buy |
74,176
+4,614
| +7% | +$827K | 0.46% | 46 |
|
|
2023
Q1 | $13.5M | Buy |
69,562
+9,251
| +15% | +$1.79M | 0.54% | 37 |
|
|
2022
Q4 | $10.5M | Buy |
60,311
+5,164
| +9% | +$898K | 0.53% | 37 |
|
|
2022
Q3 | $8.91M | Buy |
55,147
+3,269
| +6% | +$528K | 0.52% | 39 |
|
|
2022
Q2 | $9.47M | Buy |
51,878
+7,389
| +17% | +$1.35M | 0.54% | 34 |
|
|
2022
Q1 | $9.54M | Sell |
44,489
-1,795
| -4% | -$385K | 0.47% | 39 |
|
|
2021
Q4 | $9.92M | Sell |
46,284
-288
| -0.6% | -$61.7K | 0.47% | 38 |
|
|
2021
Q3 | $8.48M | Buy |
46,572
+4,655
| +11% | +$848K | 0.47% | 37 |
|
|
2021
Q2 | $8.72M | Buy |
41,917
+4,611
| +12% | +$959K | 0.53% | 29 |
|
|
2021
Q1 | $6.34M | Sell |
37,306
-3,274
| -8% | -$557K | 0.44% | 48 |
|
|
2020
Q4 | $6.75M | Buy |
40,580
+4,144
| +11% | +$689K | 0.5% | 39 |
|
|
2020
Q3 | $6.07M | Buy |
+36,436
| New | +$6.07M | 0.53% | 38 |
|