ML
McAdam LLC’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
5,284
+442
| +9% | +$44.6K | 0.03% | 205 |
|
|
2025
Q1 | $533K | Sell |
4,842
-290
| -6% | -$31.9K | 0.03% | 185 |
|
|
2024
Q4 | $647K | Buy |
5,132
+330
| +7% | +$41.6K | 0.04% | 170 |
|
|
2024
Q3 | $655K | Buy |
4,802
+71
| +2% | +$9.68K | 0.04% | 166 |
|
|
2024
Q2 | $647K | Hold |
4,731
| – | – | 0.04% | 149 |
|
|
2024
Q1 | $703K | Buy |
4,731
+19
| +0.4% | +$2.82K | 0.05% | 142 |
|
|
2023
Q4 | $741K | Buy |
4,712
+35
| +0.7% | +$5.5K | 0.05% | 127 |
|
|
2023
Q3 | $729K | Buy |
4,677
+65
| +1% | +$10.1K | 0.06% | 131 |
|
|
2023
Q2 | $827K | Sell |
4,612
-15
| -0.3% | -$2.69K | 0.07% | 122 |
|
|
2023
Q1 | $898K | Buy |
4,627
+1,075
| +30% | +$209K | 0.08% | 118 |
|
|
2022
Q4 | $761K | Sell |
3,552
-76
| -2% | -$16.3K | 0.08% | 88 |
|
|
2022
Q3 | $586K | Buy |
3,628
+74
| +2% | +$12K | 0.06% | 122 |
|
|
2022
Q2 | $649K | Sell |
3,554
-29
| -0.8% | -$5.3K | 0.07% | 119 |
|
|
2022
Q1 | $768K | Buy |
3,583
+31
| +0.9% | +$6.65K | 0.07% | 90 |
|
|
2021
Q4 | $761K | Sell |
3,552
-125
| -3% | -$26.8K | 0.08% | 88 |
|
|
2021
Q3 | $670K | Buy |
3,677
+14
| +0.4% | +$2.55K | 0.07% | 85 |
|
|
2021
Q2 | $703K | Buy |
3,663
+4
| +0.1% | +$768 | 0.08% | 82 |
|
|
2021
Q1 | $622K | Buy |
3,659
+30
| +0.8% | +$5.1K | 0.09% | 79 |
|
|
2020
Q4 | $587K | Buy |
3,629
+125
| +4% | +$20.2K | 0.09% | 79 |
|
|
2020
Q3 | $584K | Sell |
3,504
-34
| -1% | -$5.67K | 0.11% | 61 |
|
|
2020
Q2 | $393K | Buy |
3,538
+34
| +1% | +$3.78K | 0.08% | 75 |
|
|
2020
Q1 | $327K | Buy |
+3,504
| New | +$327K | 0.09% | 69 |
|
|
2018
Q4 | – | Sell |
-155
| Closed | -$18K | – | 572 |
|
|
2018
Q3 | $18K | Hold |
155
| – | – | 0.01% | 275 |
|
|
2018
Q2 | $16K | Sell |
155
-35
| -18% | -$3.61K | 0.01% | 277 |
|
|
2018
Q1 | $20K | Buy |
+190
| New | +$20K | 0.01% | 246 |
|