LBMC Investment 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
Q1 | – | Sell |
-1,736
| Closed | -$219K | – | 206 |
|
|
2024
Q4 | $219K | Buy |
1,736
+38
| +2% | +$4.79K | 0.02% | 186 |
|
|
2024
Q3 | $232K | Buy |
1,698
+18
| +1% | +$2.46K | 0.02% | 178 |
|
|
2024
Q2 | $230K | Buy |
1,680
+16
| +1% | +$2.19K | 0.02% | 174 |
|
|
2024
Q1 | $247K | Buy |
1,664
+15
| +0.9% | +$2.23K | 0.02% | 156 |
|
|
2023
Q4 | $259K | Buy |
1,649
+230
| +16% | +$36.2K | 0.02% | 136 |
|
|
2023
Q3 | $218K | Buy |
1,419
+33
| +2% | +$5.07K | 0.02% | 144 |
|
|
2023
Q2 | $248K | Buy |
1,386
+13
| +0.9% | +$2.33K | 0.02% | 137 |
|
|
2023
Q1 | $266K | Buy |
1,373
+12
| +0.9% | +$2.33K | 0.03% | 135 |
|
|
2022
Q4 | $237K | Buy |
1,361
+10
| +0.7% | +$1.74K | 0.03% | 137 |
|
|
2022
Q3 | $218K | Buy |
1,351
+11
| +0.8% | +$1.78K | 0.03% | 141 |
|
|
2022
Q2 | $245K | Sell |
1,340
-23
| -2% | -$4.21K | 0.03% | 128 |
|
|
2022
Q1 | $292K | Buy |
1,363
+9
| +0.7% | +$1.93K | 0.03% | 125 |
|
|
2021
Q4 | $290K | Sell |
1,354
-3,539
| -72% | -$758K | 0.03% | 135 |
|
|
2021
Q3 | $245 | Buy |
4,893
+3,552
| +265% | +$178 | 0.02% | 143 |
|
|
2021
Q2 | $279K | Buy |
1,341
+6
| +0.4% | +$1.25K | 0.03% | 131 |
|
|
2021
Q1 | $227K | Sell |
1,335
-20
| -1% | -$3.4K | 0.02% | 124 |
|
|
2020
Q4 | $228K | Buy |
1,355
+70
| +5% | +$11.8K | 0.03% | 119 |
|
|
2020
Q3 | $214K | Buy |
+1,285
| New | +$214K | 0.03% | 110 |
|