MA
Mutual Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.29M | Buy |
70,354
+11,315
| +19% | +$1.17M | 0.18% | 111 |
|
|
2025
Q1 | $5.78M | Buy |
59,039
+21,584
| +58% | +$2.11M | 0.17% | 126 |
|
|
2024
Q4 | $4.87M | Buy |
37,455
+8,590
| +30% | +$1.12M | 0.14% | 141 |
|
|
2024
Q3 | $3.99M | Buy |
28,865
+7,524
| +35% | +$1.04M | 0.12% | 161 |
|
|
2024
Q2 | $2.74M | Buy |
21,341
+6,914
| +48% | +$889K | 0.08% | 215 |
|
|
2024
Q1 | $2.14M | Buy |
14,427
+1,972
| +16% | +$293K | 0.07% | 256 |
|
|
2023
Q4 | $1.96M | Buy |
12,455
+1,141
| +10% | +$179K | 0.07% | 280 |
|
|
2023
Q3 | $1.76M | Sell |
11,314
-1,454
| -11% | -$227K | 0.07% | 284 |
|
|
2023
Q2 | $2.29M | Buy |
12,768
+1,279
| +11% | +$229K | 0.09% | 230 |
|
|
2023
Q1 | $2.23M | Buy |
11,489
+226
| +2% | +$43.8K | 0.09% | 222 |
|
|
2022
Q4 | $1.96M | Buy |
11,263
+752
| +7% | +$131K | 0.09% | 232 |
|
|
2022
Q3 | $1.7M | Buy |
10,511
+1,230
| +13% | +$199K | 0.09% | 224 |
|
|
2022
Q2 | $1.69M | Buy |
9,281
+19
| +0.2% | +$3.47K | 0.11% | 205 |
|
|
2022
Q1 | $1.99M | Buy |
9,262
+186
| +2% | +$39.9K | 0.11% | 212 |
|
|
2021
Q4 | $1.95M | Buy |
9,076
+883
| +11% | +$189K | 0.1% | 235 |
|
|
2021
Q3 | $1.49M | Sell |
8,193
-489
| -6% | -$89.1K | 0.09% | 275 |
|
|
2021
Q2 | $1.81M | Sell |
8,682
-406
| -4% | -$84.5K | 0.11% | 241 |
|
|
2021
Q1 | $1.55M | Buy |
9,088
+3,013
| +50% | +$512K | 0.11% | 238 |
|
|
2020
Q4 | $1.02M | Sell |
6,075
-1,716
| -22% | -$289K | 0.08% | 297 |
|
|
2020
Q3 | $1.3M | Sell |
7,791
-1,537
| -16% | -$256K | 0.11% | 200 |
|
|
2020
Q2 | $1.04M | Buy |
9,328
+4,692
| +101% | +$522K | 0.1% | 222 |
|
|
2020
Q1 | $433K | Buy |
4,636
+507
| +12% | +$47.4K | 0.06% | 318 |
|
|
2019
Q4 | $483K | Buy |
+4,129
| New | +$483K | 0.05% | 348 |
|