MRA Advisory Group’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 | $341K | Buy |
3,374
+961
| +40% | +$97K | 0.16% | 89 |
|
|
2025
Q1 | $265K | Sell |
2,413
-972
| -29% | -$107K | 0.14% | 95 |
|
|
2024
Q4 | $427K | Sell |
3,385
-1,156
| -25% | -$146K | 0.23% | 55 |
|
|
2024
Q3 | $619K | Buy |
4,541
+355
| +8% | +$48.4K | 0.34% | 38 |
|
|
2024
Q2 | $573K | Buy |
4,186
+705
| +20% | +$96.5K | 0.33% | 39 |
|
|
2024
Q1 | $517K | Sell |
3,481
-448
| -11% | -$66.6K | 0.31% | 43 |
|
|
2023
Q4 | $618K | Buy |
3,929
+450
| +13% | +$70.8K | 0.41% | 37 |
|
|
2023
Q3 | $542K | Hold |
3,479
| – | – | 0.39% | 53 |
|
|
2023
Q2 | $624K | Buy |
3,479
+2
| +0.1% | +$358 | 0.43% | 41 |
|
|
2023
Q1 | $674K | Buy |
3,477
+1
| +0% | +$194 | 0.49% | 37 |
|
|
2022
Q4 | $604K | Buy |
3,476
+1
| +0% | +$174 | 0.48% | 40 |
|
|
2022
Q3 | $555K | Buy |
3,475
+1
| +0% | +$160 | 0.47% | 44 |
|
|
2022
Q2 | $634K | Buy |
3,474
+1
| +0% | +$182 | 0.55% | 32 |
|
|
2022
Q1 | $745K | Sell |
3,473
-174
| -5% | -$37.3K | 0.57% | 35 |
|
|
2021
Q4 | $782K | Hold |
3,647
| – | – | 0.6% | 37 |
|
|
2021
Q3 | $664K | Buy |
3,647
+1
| +0% | +$182 | 0.56% | 42 |
|
|
2021
Q2 | $758K | Hold |
3,646
| – | – | 0.65% | 34 |
|
|
2021
Q1 | $620K | Sell |
3,646
-2,135
| -37% | -$363K | 0.58% | 42 |
|
|
2020
Q4 | $974K | Buy |
+5,781
| New | +$974K | 0.96% | 28 |
|