Moneta Group Investment 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 | $8.26M | Sell |
81,855
-86
| -0.1% | -$8.68K | 0.1% | 107 |
|
|
2025
Q1 | $9.01M | Sell |
81,941
-479
| -0.6% | -$52.7K | 0.12% | 97 |
|
|
2024
Q4 | $10.4M | Sell |
82,420
-649
| -0.8% | -$81.8K | 0.15% | 94 |
|
|
2024
Q3 | $11.3M | Buy |
83,069
+172
| +0.2% | +$23.5K | 0.16% | 80 |
|
|
2024
Q2 | $11.3M | Sell |
82,897
-366
| -0.4% | -$50.1K | 0.18% | 75 |
|
|
2024
Q1 | $12.4M | Buy |
83,263
+77,019
| +1,233% | +$11.4M | 0.2% | 70 |
|
|
2023
Q4 | $982K | Sell |
6,244
-37
| -0.6% | -$5.82K | 0.02% | 242 |
|
|
2023
Q3 | $979K | Buy |
6,281
+130
| +2% | +$20.3K | 0.02% | 225 |
|
|
2023
Q2 | $1.1M | Buy |
6,151
+1,176
| +24% | +$211K | 0.02% | 215 |
|
|
2023
Q1 | $965K | Buy |
4,975
+909
| +22% | +$176K | 0.02% | 216 |
|
|
2022
Q4 | $753K | Buy |
4,066
+86
| +2% | +$15.9K | 0.02% | 236 |
|
|
2022
Q3 | $643K | Sell |
3,980
-967
| -20% | -$156K | 0.02% | 241 |
|
|
2022
Q2 | $903K | Buy |
4,947
+168
| +4% | +$30.7K | 0.03% | 215 |
|
|
2022
Q1 | $1.03M | Buy |
4,779
+1,383
| +41% | +$297K | 0.04% | 202 |
|
|
2021
Q4 | $728K | Sell |
3,396
-7,499
| -69% | -$1.61M | 0.03% | 246 |
|
|
2021
Q3 | $1.98M | Sell |
10,895
-59
| -0.5% | -$10.7K | 0.09% | 127 |
|
|
2021
Q2 | $2.28M | Buy |
10,954
+859
| +9% | +$179K | 0.1% | 128 |
|
|
2021
Q1 | $1.72M | Buy |
10,095
+422
| +4% | +$71.7K | 0.09% | 132 |
|
|
2020
Q4 | $1.63M | Buy |
9,673
+371
| +4% | +$62.5K | 0.12% | 112 |
|
|
2020
Q3 | $1.55M | Sell |
9,302
-511
| -5% | -$85.1K | 0.13% | 95 |
|
|
2020
Q2 | $1.09M | Buy |
9,813
+725
| +8% | +$80.6K | 0.1% | 109 |
|
|
2020
Q1 | $849K | Buy |
9,088
+7,636
| +526% | +$713K | 0.09% | 118 |
|
|
2019
Q4 | $170K | Buy |
1,452
+242
| +20% | +$28.3K | 0.01% | 247 |
|
|
2019
Q3 | $145K | Buy |
+1,210
| New | +$145K | 0.01% | 248 |
|
|
2018
Q2 | – | Sell |
-505
| Closed | -$53K | – | 627 |
|
|
2018
Q1 | $53K | Sell |
505
-3,321
| -87% | -$349K | 0.01% | 313 |
|
|
2017
Q4 | $456K | Sell |
3,826
-120
| -3% | -$14.3K | 0.07% | 129 |
|
|
2017
Q3 | $474K | Buy |
3,946
+1,121
| +40% | +$135K | 0.07% | 125 |
|
|
2017
Q2 | $312K | Buy |
+2,825
| New | +$312K | 0.05% | 161 |
|
|
2016
Q3 | – | Sell |
-4,720
| Closed | -$508K | – | 158 |
|
|
2016
Q2 | $508K | Buy |
4,720
+870
| +23% | +$93.6K | 0.11% | 108 |
|
|
2016
Q1 | $406K | Buy |
+3,850
| New | +$406K | 0.09% | 119 |
|
|
2015
Q4 | – | Sell |
-2,070
| Closed | -$204K | – | 400 |
|
|
2015
Q3 | $204K | Buy |
+2,070
| New | +$204K | 0.06% | 123 |
|
|
2015
Q1 | – | Sell |
-2,055
| Closed | -$228K | – | 146 |
|
|
2014
Q4 | $228K | Sell |
2,055
-1,269
| -38% | -$141K | 0.11% | 128 |
|
|
2014
Q3 | $327K | Sell |
3,324
-3,491
| -51% | -$343K | 0.17% | 100 |
|
|
2014
Q2 | $700K | Buy |
6,815
+615
| +10% | +$63.2K | 0.38% | 46 |
|
|
2014
Q1 | $604K | Buy |
6,200
+3,510
| +130% | +$342K | 0.36% | 45 |
|
|
2013
Q4 | $283K | Buy |
+2,690
| New | +$283K | 0.17% | 98 |
|