Mount Yale 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 | $109K | Buy |
+1,084
| New | +$109K | 0.01% | 636 |
|
|
2024
Q3 | – | Sell |
-3,510
| Closed | -$480K | – | 596 |
|
|
2024
Q2 | $480K | Sell |
3,510
-74
| -2% | -$10.1K | 0.04% | 351 |
|
|
2024
Q1 | $533K | Sell |
3,584
-2,540
| -41% | -$378K | 0.04% | 341 |
|
|
2023
Q4 | $963K | Buy |
6,124
+56
| +0.9% | +$8.81K | 0.09% | 208 |
|
|
2023
Q3 | $946K | Buy |
6,068
+8
| +0.1% | +$1.25K | 0.1% | 194 |
|
|
2023
Q2 | $1.09M | Buy |
6,060
+66
| +1% | +$11.8K | 0.12% | 182 |
|
|
2023
Q1 | $1.16M | Sell |
5,994
-5
| -0.1% | -$970 | 0.13% | 162 |
|
|
2022
Q4 | $1.04M | Sell |
5,999
-1,826
| -23% | -$317K | 0.12% | 177 |
|
|
2022
Q3 | $1.26M | Sell |
7,825
-47
| -0.6% | -$7.59K | 0.17% | 134 |
|
|
2022
Q2 | $1.44M | Buy |
7,872
+24
| +0.3% | +$4.38K | 0.18% | 129 |
|
|
2022
Q1 | $1.68M | Sell |
7,848
-43
| -0.5% | -$9.22K | 0.18% | 127 |
|
|
2021
Q4 | $1.69M | Buy |
7,891
+44
| +0.6% | +$9.43K | 0.18% | 128 |
|
|
2021
Q3 | $1.43M | Buy |
7,847
+1,009
| +15% | +$184K | 0.16% | 139 |
|
|
2021
Q2 | $1.42M | Buy |
6,838
+26
| +0.4% | +$5.41K | 0.17% | 129 |
|
|
2021
Q1 | $1.16M | Buy |
6,812
+424
| +7% | +$72.1K | 0.15% | 140 |
|
|
2020
Q4 | $1.08M | Buy |
6,388
+146
| +2% | +$24.6K | 0.15% | 154 |
|
|
2020
Q3 | $1.04M | Sell |
6,242
-204
| -3% | -$34K | 0.15% | 143 |
|
|
2020
Q2 | $717K | Sell |
6,446
-523
| -8% | -$58.2K | 0.13% | 168 |
|
|
2020
Q1 | $651K | Sell |
6,969
-621
| -8% | -$58K | 0.15% | 139 |
|
|
2019
Q4 | $786K | Buy |
7,590
+754
| +11% | +$78.1K | 0.14% | 132 |
|
|
2019
Q3 | $841K | Buy |
6,836
+563
| +9% | +$69.3K | 0.15% | 126 |
|
|
2019
Q2 | $724K | Buy |
6,273
+183
| +3% | +$21.1K | 0.13% | 133 |
|
|
2019
Q1 | $680K | Sell |
6,090
-850
| -12% | -$94.9K | 0.13% | 135 |
|
|
2018
Q4 | $756K | Buy |
6,940
+1,779
| +34% | +$194K | 0.15% | 131 |
|
|
2018
Q3 | $574K | Buy |
5,161
+119
| +2% | +$13.2K | 0.1% | 154 |
|
|
2018
Q2 | $536K | Sell |
5,042
-48
| -0.9% | -$5.1K | 0.1% | 162 |
|
|
2018
Q1 | $533K | Buy |
+5,090
| New | +$533K | 0.11% | 156 |
|