Nicolet Advisory Services’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 | $254K | Buy |
3,004
+357
| +13% | +$30.2K | 0.02% | 344 |
|
|
2025
Q1 | $256K | Sell |
2,647
-775
| -23% | -$74.8K | 0.03% | 316 |
|
|
2024
Q4 | $422K | Sell |
3,422
-728
| -18% | -$89.8K | 0.04% | 231 |
|
|
2024
Q3 | $543K | Sell |
4,150
-1,062
| -20% | -$139K | 0.05% | 190 |
|
|
2024
Q2 | $707K | Sell |
5,212
-136
| -3% | -$18.4K | 0.07% | 139 |
|
|
2024
Q1 | $805K | Buy |
5,348
+305
| +6% | +$45.9K | 0.08% | 127 |
|
|
2023
Q4 | $800K | Sell |
5,043
-515
| -9% | -$81.7K | 0.09% | 116 |
|
|
2023
Q3 | $854K | Buy |
5,558
+290
| +6% | +$44.6K | 0.09% | 110 |
|
|
2023
Q2 | $944K | Buy |
5,268
+376
| +8% | +$67.4K | 0.1% | 102 |
|
|
2023
Q1 | $922K | Buy |
4,892
+1,681
| +52% | +$317K | 0.11% | 101 |
|
|
2022
Q4 | $585K | Buy |
3,211
+468
| +17% | +$85.3K | 0.08% | 116 |
|
|
2022
Q3 | $438K | Buy |
2,743
+29
| +1% | +$4.63K | 0.07% | 110 |
|
|
2022
Q2 | $505K | Buy |
2,714
+8
| +0.3% | +$1.49K | 0.08% | 101 |
|
|
2022
Q1 | $517K | Buy |
2,706
+1,300
| +92% | +$248K | 0.07% | 109 |
|
|
2021
Q4 | $301K | Buy |
1,406
+125
| +10% | +$26.8K | 0.04% | 153 |
|
|
2021
Q3 | $233K | Buy |
1,281
+52
| +4% | +$9.46K | 0.03% | 178 |
|
|
2021
Q2 | $255K | Hold |
1,229
| – | – | 0.03% | 157 |
|
|
2021
Q1 | $209K | Buy |
+1,229
| New | +$209K | 0.03% | 170 |
|
|
2020
Q4 | – | Sell |
-1,217
| Closed | -$203K | – | 183 |
|
|
2020
Q3 | $203K | Sell |
1,217
-1,353
| -53% | -$226K | 0.03% | 156 |
|
|
2020
Q2 | $286K | Buy |
2,570
+315
| +14% | +$35.1K | 0.04% | 156 |
|
|
2020
Q1 | $211K | Buy |
+2,255
| New | +$211K | 0.04% | 179 |
|