OA
Operose Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Buy |
1,097
+779
| +245% | +$78.6K | 0.03% | 173 |
|
|
2025
Q1 | $35K | Hold |
318
| – | – | 0.01% | 241 |
|
|
2024
Q4 | $40.1K | Sell |
318
-249
| -44% | -$31.4K | 0.01% | 226 |
|
|
2024
Q3 | $77.3K | Sell |
567
-115
| -17% | -$15.7K | 0.03% | 219 |
|
|
2024
Q2 | $93.3K | Hold |
682
| – | – | 0.03% | 190 |
|
|
2024
Q1 | $101K | Buy |
682
+37
| +6% | +$5.5K | 0.03% | 196 |
|
|
2023
Q4 | $101K | Sell |
645
-217
| -25% | -$34.1K | 0.04% | 157 |
|
|
2023
Q3 | $134K | Buy |
862
+544
| +171% | +$84.8K | 0.05% | 179 |
|
|
2023
Q2 | $57K | Sell |
318
-49
| -13% | -$8.78K | 0.03% | 157 |
|
|
2023
Q1 | $71.2K | Hold |
367
| – | – | 0.04% | 137 |
|
|
2022
Q4 | $63.8K | Hold |
367
| – | – | 0.03% | 142 |
|
|
2022
Q3 | $59K | Buy |
367
+49
| +15% | +$7.88K | 0.04% | 140 |
|
|
2022
Q2 | $58K | Hold |
318
| – | – | 0.04% | 134 |
|
|
2022
Q1 | $68K | Hold |
318
| – | – | 0.05% | 130 |
|
|
2021
Q4 | $68K | Buy |
+318
| New | +$68K | 0.06% | 119 |
|