Marcum Wealth’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 | $11.9M | Buy |
108,545
+685
| +0.6% | +$75.3K | 1.03% | 18 |
|
|
2024
Q4 | $13.6M | Sell |
107,860
-1,355
| -1% | -$171K | 1.18% | 17 |
|
|
2024
Q3 | $14.9M | Sell |
109,215
-558
| -0.5% | -$76.1K | 1.38% | 15 |
|
|
2024
Q2 | $15M | Sell |
109,773
-1,836
| -2% | -$251K | 1.51% | 14 |
|
|
2024
Q1 | $16.6M | Buy |
111,609
+166
| +0.1% | +$24.7K | 1.68% | 11 |
|
|
2023
Q4 | $17.5M | Sell |
111,443
-2,569
| -2% | -$404K | 1.86% | 11 |
|
|
2023
Q3 | $17.8M | Sell |
114,012
-482
| -0.4% | -$75.1K | 2.14% | 8 |
|
|
2023
Q2 | $20.5M | Sell |
114,494
-582
| -0.5% | -$104K | 2.41% | 9 |
|
|
2023
Q1 | $22.3M | Buy |
115,076
+1,899
| +2% | +$368K | 2.79% | 8 |
|
|
2022
Q4 | $19.7M | Sell |
113,177
-2,142
| -2% | -$372K | 2.61% | 8 |
|
|
2022
Q3 | $18.6M | Buy |
115,319
+354
| +0.3% | +$57.2K | 2.83% | 8 |
|
|
2022
Q2 | $21M | Buy |
114,965
+867
| +0.8% | +$158K | 3.14% | 8 |
|
|
2022
Q1 | $24.5M | Buy |
114,098
+1,165
| +1% | +$250K | 3.38% | 8 |
|
|
2021
Q4 | $24.2M | Buy |
112,933
+7,149
| +7% | +$1.53M | 3.37% | 7 |
|
|
2021
Q3 | $19.3M | Buy |
105,784
+985
| +0.9% | +$179K | 3.03% | 8 |
|
|
2021
Q2 | $21.8M | Sell |
104,799
-1,341
| -1% | -$279K | 3.54% | 7 |
|
|
2021
Q1 | $18M | Buy |
106,140
+4,356
| +4% | +$740K | 2.97% | 10 |
|
|
2020
Q4 | $17.1M | Sell |
101,784
-33
| -0% | -$5.56K | 4.02% | 8 |
|
|
2020
Q3 | $17M | Buy |
101,817
+448
| +0.4% | +$74.7K | 5.2% | 7 |
|
|
2020
Q2 | $11.3M | Buy |
101,369
+106
| +0.1% | +$11.8K | 3.47% | 7 |
|
|
2020
Q1 | $9.46M | Buy |
101,263
+230
| +0.2% | +$21.5K | 3.66% | 8 |
|
|
2019
Q4 | $11.8M | Buy |
+101,033
| New | +$11.8M | 4.43% | 7 |
|