MFA
Mayflower Financial Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
5,749
+1
| +0% | +$101 | 0.08% | 217 |
|
|
2025
Q1 | $632K | Buy |
5,748
+365
| +7% | +$40.1K | 0.1% | 198 |
|
|
2024
Q4 | $679K | Buy |
5,383
+343
| +7% | +$43.3K | 0.1% | 182 |
|
|
2024
Q3 | $687K | Sell |
5,040
-311
| -6% | -$42.4K | 0.1% | 179 |
|
|
2024
Q2 | $732K | Sell |
5,351
-763
| -12% | -$104K | 0.12% | 164 |
|
|
2024
Q1 | $909K | Sell |
6,114
-79,866
| -93% | -$11.9M | 0.15% | 139 |
|
|
2023
Q4 | $13.5M | Sell |
85,980
-181
| -0.2% | -$28.5K | 1.87% | 10 |
|
|
2023
Q3 | $13.4M | Buy |
86,161
+60
| +0.1% | +$9.35K | 2.01% | 11 |
|
|
2023
Q2 | $15.4M | Sell |
86,101
-190
| -0.2% | -$34.1K | 2% | 8 |
|
|
2023
Q1 | $16.7M | Buy |
86,291
+604
| +0.7% | +$117K | 2.2% | 8 |
|
|
2022
Q4 | $14.9M | Sell |
85,687
-62
| -0.1% | -$10.8K | 2.07% | 10 |
|
|
2022
Q3 | $13.9M | Buy |
85,749
+87
| +0.1% | +$14.1K | 2.23% | 8 |
|
|
2022
Q2 | $15.6M | Sell |
85,662
-48
| -0.1% | -$8.76K | 2.4% | 7 |
|
|
2022
Q1 | $18.4M | Buy |
85,710
+621
| +0.7% | +$133K | 2.47% | 6 |
|
|
2021
Q4 | $18.2M | Buy |
85,089
+315
| +0.4% | +$67.5K | 2.42% | 7 |
|
|
2021
Q3 | $16.4M | Buy |
84,774
+156
| +0.2% | +$30.2K | 2.22% | 7 |
|
|
2021
Q2 | $17.6M | Sell |
84,618
-432
| -0.5% | -$89.8K | 2.42% | 7 |
|
|
2021
Q1 | $14.5M | Buy |
85,050
+82
| +0.1% | +$13.9K | 2.14% | 8 |
|
|
2020
Q4 | $14.3M | Buy |
+84,968
| New | +$14.3M | 2.47% | 7 |
|