Pacific Capital Wealth 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
Q1 | – | Sell |
-1,007
| Closed | -$127K | – | 360 |
|
|
2024
Q4 | $127K | Sell |
1,007
-21
| -2% | -$2.65K | 0.02% | 105 |
|
|
2024
Q3 | $140K | Buy |
1,028
+21
| +2% | +$2.86K | 0.02% | 95 |
|
|
2024
Q2 | $138K | Hold |
1,007
| – | – | 0.03% | 91 |
|
|
2024
Q1 | $150K | Hold |
1,007
| – | – | 0.04% | 75 |
|
|
2023
Q4 | $158K | Buy |
+1,007
| New | +$158K | 0.04% | 73 |
|
|
2022
Q3 | – | Sell |
-1,110
| Closed | -$203K | – | 93 |
|
|
2022
Q2 | $203K | Hold |
1,110
| – | – | 0.06% | 83 |
|
|
2022
Q1 | $238K | Buy |
1,110
+103
| +10% | +$22.1K | 0.07% | 84 |
|
|
2021
Q4 | $216K | Buy |
+1,007
| New | +$216K | 0.06% | 88 |
|
|
2021
Q3 | – | Sell |
-1,007
| Closed | -$209K | – | 85 |
|
|
2021
Q2 | $209K | Buy |
+1,007
| New | +$209K | 0.11% | 74 |
|
|
2020
Q4 | – | Sell |
-1,007
| Closed | -$168K | – | 186 |
|
|
2020
Q3 | $168K | Buy |
+1,007
| New | +$168K | 0.1% | 67 |
|