Larson Financial 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 | $956K | Sell |
9,473
-273
| -3% | -$27.6K | 0.04% | 299 |
|
|
2025
Q1 | $1.07M | Buy |
9,746
+1,526
| +19% | +$168K | 0.05% | 255 |
|
|
2024
Q4 | $1.04M | Buy |
8,220
+896
| +12% | +$113K | 0.05% | 236 |
|
|
2024
Q3 | $999K | Buy |
7,324
+3,100
| +73% | +$423K | 0.06% | 230 |
|
|
2024
Q2 | $578K | Buy |
4,224
+128
| +3% | +$17.5K | 0.04% | 250 |
|
|
2024
Q1 | $609K | Buy |
4,096
+2,818
| +221% | +$419K | 0.05% | 208 |
|
|
2023
Q4 | $201K | Buy |
1,278
+100
| +8% | +$15.7K | 0.02% | 355 |
|
|
2023
Q3 | $184K | Buy |
1,178
+459
| +64% | +$71.5K | 0.02% | 340 |
|
|
2023
Q2 | $129K | Buy |
719
+209
| +41% | +$37.5K | 0.01% | 392 |
|
|
2023
Q1 | $99K | Hold |
510
| – | – | 0.01% | 434 |
|
|
2022
Q4 | $88.7K | Hold |
510
| – | – | 0.01% | 423 |
|
|
2022
Q3 | $82K | Hold |
510
| – | – | 0.01% | 388 |
|
|
2022
Q2 | $93K | Buy |
510
+23
| +5% | +$4.19K | 0.02% | 268 |
|
|
2022
Q1 | $104K | Hold |
487
| – | – | 0.02% | 269 |
|
|
2021
Q4 | $104K | Sell |
487
-106
| -18% | -$22.6K | 0.02% | 266 |
|
|
2021
Q3 | $108K | Buy |
593
+106
| +22% | +$19.3K | 0.02% | 203 |
|
|
2021
Q2 | $101K | Sell |
487
-6
| -1% | -$1.24K | 0.02% | 188 |
|
|
2021
Q1 | $84K | Hold |
493
| – | – | 0.02% | 185 |
|
|
2020
Q4 | $83K | Hold |
493
| – | – | 0.03% | 156 |
|
|
2020
Q3 | $82K | Buy |
493
+5
| +1% | +$832 | 0.03% | 145 |
|
|
2020
Q2 | $54K | Hold |
488
| – | – | 0.03% | 188 |
|
|
2020
Q1 | $46K | Hold |
488
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $57K | Buy |
488
+43
| +10% | +$5.02K | 0.03% | 145 |
|
|
2019
Q3 | $53K | Hold |
445
| – | – | 0.03% | 143 |
|
|
2019
Q2 | $46K | Buy |
445
+149
| +50% | +$15.4K | 0.03% | 129 |
|
|
2019
Q1 | $33K | Hold |
296
| – | – | 0.03% | 137 |
|
|
2018
Q4 | $29K | Buy |
+296
| New | +$29K | 0.03% | 133 |
|