LexAurum 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 | $382K | Sell |
3,786
-65
| -2% | -$6.56K | 0.06% | 234 |
|
|
2025
Q1 | $424K | Buy |
3,851
+1,104
| +40% | +$121K | 0.08% | 215 |
|
|
2024
Q4 | $346K | Buy |
2,747
+487
| +22% | +$61.4K | 0.07% | 244 |
|
|
2024
Q3 | $308K | Sell |
2,260
-48
| -2% | -$6.55K | 0.07% | 226 |
|
|
2024
Q2 | $316K | Buy |
2,308
+53
| +2% | +$7.25K | 0.08% | 214 |
|
|
2024
Q1 | $335K | Buy |
2,255
+521
| +30% | +$77.4K | 0.08% | 206 |
|
|
2023
Q4 | $273K | Buy |
1,734
+190
| +12% | +$29.9K | 0.07% | 238 |
|
|
2023
Q3 | $241K | Buy |
1,544
+1
| +0.1% | +$156 | 0.07% | 242 |
|
|
2023
Q2 | $277K | Sell |
1,543
-66
| -4% | -$11.8K | 0.08% | 211 |
|
|
2023
Q1 | $312K | Sell |
1,609
-19
| -1% | -$3.69K | 0.1% | 185 |
|
|
2022
Q4 | $283K | Buy |
1,628
+1
| +0.1% | +$174 | 0.1% | 192 |
|
|
2022
Q3 | $263K | Buy |
1,627
+38
| +2% | +$6.14K | 0.1% | 191 |
|
|
2022
Q2 | $290K | Buy |
1,589
+1
| +0.1% | +$183 | 0.11% | 179 |
|
|
2022
Q1 | $341K | Sell |
1,588
-49
| -3% | -$10.5K | 0.11% | 169 |
|
|
2021
Q4 | $351K | Sell |
1,637
-50
| -3% | -$10.7K | 0.11% | 180 |
|
|
2021
Q3 | $307K | Sell |
1,687
-59
| -3% | -$10.7K | 0.09% | 219 |
|
|
2021
Q2 | $363K | Hold |
1,746
| – | – | 0.11% | 202 |
|
|
2021
Q1 | $297K | Sell |
1,746
-9
| -0.5% | -$1.53K | 0.1% | 201 |
|
|
2020
Q4 | $296K | Buy |
+1,755
| New | +$296K | 0.11% | 187 |
|