Meridian Wealth 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
Q1 | – | Sell |
-2,029
| Closed | -$256K | – | 178 |
|
|
2024
Q4 | $256K | Hold |
2,029
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $277K | Sell |
2,029
-131
| -6% | -$17.9K | 0.05% | 154 |
|
|
2024
Q2 | $296K | Sell |
2,160
-414
| -16% | -$56.7K | 0.05% | 146 |
|
|
2024
Q1 | $383K | Sell |
2,574
-723
| -22% | -$107K | 0.07% | 129 |
|
|
2023
Q4 | $518K | Hold |
3,297
| – | – | 0.11% | 108 |
|
|
2023
Q3 | $514K | Sell |
3,297
-70
| -2% | -$10.9K | 0.13% | 104 |
|
|
2023
Q2 | $604K | Sell |
3,367
-1,198
| -26% | -$215K | 0.15% | 97 |
|
|
2023
Q1 | $886K | Buy |
4,565
+104
| +2% | +$20.2K | 0.22% | 82 |
|
|
2022
Q4 | $776K | Buy |
4,461
+88
| +2% | +$15.3K | 0.2% | 88 |
|
|
2022
Q3 | $706K | Buy |
4,373
+10
| +0.2% | +$1.61K | 0.2% | 89 |
|
|
2022
Q2 | $796K | Buy |
4,363
+620
| +17% | +$113K | 0.21% | 93 |
|
|
2022
Q1 | $803K | Buy |
3,743
+809
| +28% | +$174K | 0.19% | 101 |
|
|
2021
Q4 | $629K | Sell |
2,934
-26
| -0.9% | -$5.57K | 0.15% | 111 |
|
|
2021
Q3 | $539K | Buy |
2,960
+37
| +1% | +$6.74K | 0.15% | 117 |
|
|
2021
Q2 | $608K | Buy |
2,923
+610
| +26% | +$127K | 0.17% | 107 |
|
|
2021
Q1 | $393K | Hold |
2,313
| – | – | 0.13% | 126 |
|
|
2020
Q4 | $390K | Sell |
2,313
-125
| -5% | -$21.1K | 0.14% | 119 |
|
|
2020
Q3 | $406K | Buy |
2,438
+115
| +5% | +$19.2K | 0.17% | 109 |
|
|
2020
Q2 | $258K | Sell |
2,323
-75
| -3% | -$8.33K | 0.12% | 136 |
|
|
2020
Q1 | $224K | Sell |
2,398
-578
| -19% | -$54K | 0.12% | 124 |
|
|
2019
Q4 | $348K | Buy |
2,976
+560
| +23% | +$65.5K | 0.14% | 119 |
|
|
2019
Q3 | $289K | Buy |
2,416
+59
| +3% | +$7.06K | 0.12% | 125 |
|
|
2019
Q2 | $245K | Buy |
2,357
+437
| +23% | +$45.4K | 0.17% | 109 |
|
|
2019
Q1 | $215K | Buy |
1,920
+249
| +15% | +$27.9K | 0.16% | 114 |
|
|
2018
Q4 | $163K | Buy |
+1,671
| New | +$163K | 0.13% | 132 |
|