Patriot Financial Group Insurance Agency’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 | $793K | Buy |
7,858
+1,223
| +18% | +$123K | 0.09% | 244 |
|
|
2025
Q1 | $730K | Buy |
6,635
+1,051
| +19% | +$116K | 0.1% | 229 |
|
|
2024
Q4 | $704K | Buy |
5,584
+11
| +0.2% | +$1.39K | 0.09% | 227 |
|
|
2024
Q3 | $760K | Sell |
5,573
-1,101
| -16% | -$150K | 0.1% | 216 |
|
|
2024
Q2 | $913K | Buy |
6,674
+1,735
| +35% | +$237K | 0.13% | 173 |
|
|
2024
Q1 | $734K | Buy |
4,939
+40
| +0.8% | +$5.95K | 0.12% | 199 |
|
|
2023
Q4 | $770K | Buy |
4,899
+109
| +2% | +$17.1K | 0.15% | 165 |
|
|
2023
Q3 | $747K | Buy |
4,790
+381
| +9% | +$59.4K | 0.15% | 169 |
|
|
2023
Q2 | $790K | Buy |
4,409
+65
| +1% | +$11.7K | 0.15% | 164 |
|
|
2023
Q1 | $843K | Buy |
4,344
+292
| +7% | +$56.6K | 0.17% | 140 |
|
|
2022
Q4 | $704K | Buy |
4,052
+566
| +16% | +$98.4K | 0.09% | 152 |
|
|
2022
Q3 | $563K | Buy |
3,486
+26
| +0.8% | +$4.2K | 0.14% | 183 |
|
|
2022
Q2 | $632K | Buy |
3,460
+608
| +21% | +$111K | 0.13% | 169 |
|
|
2022
Q1 | $612K | Sell |
2,852
-100
| -3% | -$21.5K | 0.11% | 205 |
|
|
2021
Q4 | $633K | Sell |
2,952
-1,362
| -32% | -$292K | 0.11% | 199 |
|
|
2021
Q3 | $786K | Buy |
4,314
+390
| +10% | +$71.1K | 0.14% | 161 |
|
|
2021
Q2 | $816K | Buy |
3,924
+388
| +11% | +$80.7K | 0.15% | 153 |
|
|
2021
Q1 | $601K | Buy |
3,536
+495
| +16% | +$84.1K | 0.14% | 167 |
|
|
2020
Q4 | $512K | Buy |
3,041
+1,706
| +128% | +$287K | 0.13% | 175 |
|
|
2020
Q3 | $222K | Buy |
1,335
+71
| +6% | +$11.8K | 0.07% | 250 |
|
|
2020
Q2 | $140K | Buy |
1,264
+167
| +15% | +$18.5K | 0.05% | 284 |
|
|
2020
Q1 | $102K | Buy |
1,097
+185
| +20% | +$17.2K | 0.05% | 319 |
|
|
2019
Q4 | $107K | Sell |
912
-203
| -18% | -$23.8K | 0.04% | 332 |
|
|
2019
Q3 | $134K | Sell |
1,115
-339
| -23% | -$40.7K | 0.06% | 267 |
|
|
2019
Q2 | $148K | Buy |
1,454
+218
| +18% | +$22.2K | 0.06% | 234 |
|
|
2019
Q1 | $138K | Buy |
1,236
+7
| +0.6% | +$782 | 0.07% | 214 |
|
|
2018
Q4 | $120K | Sell |
1,229
-165
| -12% | -$16.1K | 0.08% | 184 |
|
|
2018
Q3 | $163K | Buy |
1,394
+1,065
| +324% | +$125K | 0.1% | 143 |
|
|
2018
Q2 | $35K | Sell |
329
-1,050
| -76% | -$112K | 0.04% | 223 |
|
|
2018
Q1 | $143K | Sell |
1,379
-1,799
| -57% | -$187K | 0.11% | 169 |
|
|
2017
Q4 | $415K | Buy |
3,178
+2,914
| +1,104% | +$381K | 0.31% | 68 |
|
|
2017
Q3 | $31K | Buy |
264
+11
| +4% | +$1.29K | 0.03% | 330 |
|
|
2017
Q2 | $28K | Hold |
253
| – | – | 0.03% | 333 |
|
|
2017
Q1 | $27K | Sell |
253
-346
| -58% | -$36.9K | 0.03% | 308 |
|
|
2016
Q4 | $69K | Buy |
+599
| New | +$69K | 0.09% | 181 |
|