Kovack 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 | $625K | Buy |
6,189
+1,299
| +27% | +$131K | 0.06% | 280 |
|
|
2025
Q1 | $538K | Sell |
4,890
-107
| -2% | -$11.8K | 0.06% | 282 |
|
|
2024
Q4 | $630K | Buy |
4,997
+628
| +14% | +$79.2K | 0.06% | 257 |
|
|
2024
Q3 | $596K | Buy |
4,369
+205
| +5% | +$28K | 0.06% | 271 |
|
|
2024
Q2 | $570K | Buy |
+4,164
| New | +$570K | 0.06% | 277 |
|
|
2024
Q1 | – | Sell |
-4,388
| Closed | -$690K | – | 599 |
|
|
2023
Q4 | $690K | Buy |
4,388
+117
| +3% | +$18.4K | 0.08% | 233 |
|
|
2023
Q3 | $666K | Sell |
4,271
-386
| -8% | -$60.2K | 0.09% | 205 |
|
|
2023
Q2 | $835K | Sell |
4,657
-14
| -0.3% | -$2.51K | 0.11% | 183 |
|
|
2023
Q1 | $906K | Buy |
4,671
+193
| +4% | +$37.4K | 0.12% | 168 |
|
|
2022
Q4 | $779K | Sell |
4,478
-218
| -5% | -$37.9K | 0.11% | 194 |
|
|
2022
Q3 | $759K | Sell |
4,696
-170
| -3% | -$27.5K | 0.11% | 199 |
|
|
2022
Q2 | $888K | Sell |
4,866
-171
| -3% | -$31.2K | 0.12% | 187 |
|
|
2022
Q1 | $1.08M | Sell |
5,037
-335
| -6% | -$71.8K | 0.11% | 196 |
|
|
2021
Q4 | $1.15M | Sell |
5,372
-434
| -7% | -$93K | 0.11% | 196 |
|
|
2021
Q3 | $1.06M | Buy |
5,806
+275
| +5% | +$50.1K | 0.11% | 202 |
|
|
2021
Q2 | $1.15M | Buy |
5,531
+9
| +0.2% | +$1.87K | 0.13% | 176 |
|
|
2021
Q1 | $939K | Sell |
5,522
-116
| -2% | -$19.7K | 0.12% | 189 |
|
|
2020
Q4 | $949K | Buy |
5,638
+919
| +19% | +$155K | 0.14% | 166 |
|
|
2020
Q3 | $786K | Sell |
4,719
-1,167
| -20% | -$194K | 0.14% | 167 |
|
|
2020
Q2 | $654K | Buy |
5,886
+597
| +11% | +$66.3K | 0.13% | 176 |
|
|
2020
Q1 | $494K | Sell |
5,289
-746
| -12% | -$69.7K | 0.11% | 192 |
|
|
2019
Q4 | $707K | Buy |
6,035
+559
| +10% | +$65.5K | 0.13% | 185 |
|
|
2019
Q3 | $656K | Sell |
5,476
-7
| -0.1% | -$839 | 0.13% | 181 |
|
|
2019
Q2 | $566K | Buy |
5,483
+634
| +13% | +$65.4K | 0.13% | 190 |
|
|
2019
Q1 | $542K | Buy |
4,849
+379
| +8% | +$42.4K | 0.14% | 183 |
|
|
2018
Q4 | $436K | Buy |
4,470
+248
| +6% | +$24.2K | 0.13% | 187 |
|
|
2018
Q3 | $493K | Buy |
4,222
+242
| +6% | +$28.3K | 0.13% | 198 |
|
|
2018
Q2 | $423K | Buy |
3,980
+418
| +12% | +$44.4K | 0.12% | 204 |
|
|
2018
Q1 | $373K | Buy |
3,562
+593
| +20% | +$62.1K | 0.09% | 250 |
|
|
2017
Q4 | $354K | Buy |
2,969
+735
| +33% | +$87.6K | 0.09% | 263 |
|
|
2017
Q3 | $268K | Sell |
2,234
-136
| -6% | -$16.3K | 0.09% | 263 |
|
|
2017
Q2 | $262K | Buy |
2,370
+164
| +7% | +$18.1K | 0.08% | 277 |
|
|
2017
Q1 | $237K | Sell |
2,206
-591
| -21% | -$63.5K | 0.09% | 235 |
|
|
2016
Q4 | $321K | Buy |
2,797
+530
| +23% | +$60.8K | 0.15% | 151 |
|
|
2016
Q3 | $248K | Buy |
+2,267
| New | +$248K | 0.12% | 194 |
|