Level Four 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 | $5.94M | Buy |
58,857
+1,929
| +3% | +$195K | 0.22% | 126 |
|
|
2025
Q1 | $6.26M | Buy |
56,928
+13,971
| +33% | +$1.54M | 0.26% | 110 |
|
|
2024
Q4 | $5.42M | Sell |
42,957
-8,859
| -17% | -$1.12M | 0.22% | 123 |
|
|
2024
Q3 | $6.95M | Buy |
51,816
+39,488
| +320% | +$5.29M | 0.29% | 86 |
|
|
2024
Q2 | $1.69M | Buy |
12,328
+1,555
| +14% | +$213K | 0.08% | 257 |
|
|
2024
Q1 | $1.69M | Hold |
10,773
| – | – | 0.09% | 230 |
|
|
2023
Q4 | $1.69M | Buy |
10,773
+493
| +5% | +$77.5K | 0.1% | 227 |
|
|
2023
Q3 | $1.6M | Sell |
10,280
-41
| -0.4% | -$6.39K | 0.1% | 216 |
|
|
2023
Q2 | $1.85M | Buy |
10,321
+1,530
| +17% | +$274K | 0.11% | 199 |
|
|
2023
Q1 | $1.71M | Buy |
8,791
+3,385
| +63% | +$657K | 0.11% | 199 |
|
|
2022
Q4 | $940K | Buy |
5,406
+4,057
| +301% | +$705K | 0.07% | 255 |
|
|
2022
Q3 | $218K | Sell |
1,349
-2,200
| -62% | -$356K | 0.02% | 482 |
|
|
2022
Q2 | $648K | Sell |
3,549
-246
| -6% | -$44.9K | 0.06% | 289 |
|
|
2022
Q1 | $814K | Buy |
3,795
+2,097
| +123% | +$450K | 0.06% | 283 |
|
|
2021
Q4 | $364K | Buy |
+1,698
| New | +$364K | 0.03% | 474 |
|
|
2021
Q3 | – | Sell |
-4,605
| Closed | -$958K | – | 640 |
|
|
2021
Q2 | $958K | Sell |
4,605
-486
| -10% | -$101K | 0.07% | 273 |
|
|
2021
Q1 | $865K | Sell |
5,091
-2,798
| -35% | -$475K | 0.07% | 287 |
|
|
2020
Q4 | $1.33M | Sell |
7,889
-157
| -2% | -$26.4K | 0.11% | 197 |
|
|
2020
Q3 | $1.34M | Sell |
8,046
-1,006
| -11% | -$168K | 0.1% | 198 |
|
|
2020
Q2 | $1M | Buy |
9,052
+3,088
| +52% | +$343K | 0.08% | 257 |
|
|
2020
Q1 | $556K | Buy |
5,964
+320
| +6% | +$29.8K | 0.07% | 303 |
|
|
2019
Q4 | $662K | Buy |
5,644
+1,594
| +39% | +$187K | 0.03% | 345 |
|
|
2019
Q3 | $486K | Sell |
4,050
-226
| -5% | -$27.1K | 0.05% | 326 |
|
|
2019
Q2 | $442K | Buy |
4,276
+174
| +4% | +$18K | 0.04% | 346 |
|
|
2019
Q1 | $459K | Sell |
4,102
-1,201
| -23% | -$134K | 0.05% | 333 |
|
|
2018
Q4 | $517K | Buy |
5,303
+1,530
| +41% | +$149K | 0.06% | 287 |
|
|
2018
Q3 | $440K | Sell |
3,773
-1,557
| -29% | -$182K | 0.05% | 368 |
|
|
2018
Q2 | $566K | Sell |
5,330
-315
| -6% | -$33.5K | 0.04% | 353 |
|
|
2018
Q1 | $591K | Buy |
5,645
+1,271
| +29% | +$133K | 0.05% | 336 |
|
|
2017
Q4 | $521K | Sell |
4,374
-172
| -4% | -$20.5K | 0.04% | 351 |
|
|
2017
Q3 | $546K | Buy |
+4,546
| New | +$546K | 0.05% | 323 |
|
|
2017
Q2 | – | Sell |
-2,788
| Closed | -$298K | – | 493 |
|
|
2017
Q1 | $298K | Buy |
+2,788
| New | +$298K | 0.03% | 416 |
|