OneDigital 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 | $2.78M | Sell |
27,520
-1,275
| -4% | -$129K | 0.03% | 342 |
|
|
2025
Q1 | $3.17M | Sell |
28,795
-4,281
| -13% | -$471K | 0.04% | 305 |
|
|
2024
Q4 | $4.17M | Buy |
33,076
+6,886
| +26% | +$868K | 0.05% | 274 |
|
|
2024
Q3 | $3.57M | Buy |
26,190
+13,437
| +105% | +$1.83M | 0.04% | 306 |
|
|
2024
Q2 | $1.75M | Buy |
12,753
+1,094
| +9% | +$150K | 0.02% | 455 |
|
|
2024
Q1 | $1.73M | Buy |
11,659
+642
| +6% | +$95.4K | 0.03% | 370 |
|
|
2023
Q4 | $1.73M | Buy |
11,017
+1,757
| +19% | +$276K | 0.03% | 345 |
|
|
2023
Q3 | $1.44M | Sell |
9,260
-1,301
| -12% | -$203K | 0.03% | 346 |
|
|
2023
Q2 | $1.89M | Buy |
10,561
+7
| +0.1% | +$1.26K | 0.04% | 287 |
|
|
2023
Q1 | $2.05M | Buy |
10,554
+1,305
| +14% | +$253K | 0.05% | 271 |
|
|
2022
Q4 | $1.61M | Buy |
9,249
+940
| +11% | +$163K | 0.05% | 283 |
|
|
2022
Q3 | $1.34M | Buy |
8,309
+1,933
| +30% | +$312K | 0.05% | 244 |
|
|
2022
Q2 | $1.16M | Sell |
6,376
-4,210
| -40% | -$769K | 0.05% | 230 |
|
|
2022
Q1 | $2.27M | Buy |
10,586
+2,862
| +37% | +$614K | 0.09% | 152 |
|
|
2021
Q4 | $1.66M | Sell |
7,724
-326
| -4% | -$69.9K | 0.06% | 193 |
|
|
2021
Q3 | $1.47M | Sell |
8,050
-1,014
| -11% | -$185K | 0.06% | 199 |
|
|
2021
Q2 | $1.89M | Buy |
9,064
+62
| +0.7% | +$12.9K | 0.08% | 168 |
|
|
2021
Q1 | $1.53M | Buy |
9,002
+544
| +6% | +$92.5K | 0.07% | 190 |
|
|
2020
Q4 | $1.42M | Buy |
8,458
+5,933
| +235% | +$999K | 0.07% | 187 |
|
|
2020
Q3 | $421K | Sell |
2,525
-1,278
| -34% | -$213K | 0.03% | 336 |
|
|
2020
Q2 | $423K | Buy |
3,803
+489
| +15% | +$54.4K | 0.03% | 343 |
|
|
2020
Q1 | $310K | Sell |
3,314
-261
| -7% | -$24.4K | 0.03% | 358 |
|
|
2019
Q4 | $418K | Sell |
3,575
-46
| -1% | -$5.38K | 0.03% | 336 |
|
|
2019
Q3 | $434K | Buy |
3,621
+160
| +5% | +$19.2K | 0.04% | 305 |
|
|
2019
Q2 | $357K | Buy |
3,461
+2,319
| +203% | +$239K | 0.03% | 305 |
|
|
2019
Q1 | $128K | Buy |
1,142
+11
| +1% | +$1.23K | 0.02% | 337 |
|
|
2018
Q4 | $110K | Sell |
1,131
-605
| -35% | -$58.8K | 0.02% | 320 |
|
|
2018
Q3 | $203K | Buy |
1,736
+11
| +0.6% | +$1.29K | 0.05% | 183 |
|
|
2018
Q2 | $184K | Buy |
1,725
+80
| +5% | +$8.53K | 0.04% | 229 |
|
|
2018
Q1 | $172K | Buy |
1,645
+410
| +33% | +$42.9K | 0.04% | 245 |
|
|
2017
Q4 | $147K | Buy |
1,235
+418
| +51% | +$49.8K | 0.02% | 268 |
|
|
2017
Q3 | $98K | Sell |
817
-378
| -32% | -$45.3K | 0.04% | 235 |
|
|
2017
Q2 | $132K | Buy |
+1,195
| New | +$132K | 0.04% | 259 |
|