PWMAG
Pinnacle Wealth Management Advisory Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
6,241
-169
| -3% | -$17.1K | 0.05% | 189 |
|
|
2025
Q1 | $705K | Sell |
6,410
-1,592
| -20% | -$175K | 0.07% | 169 |
|
|
2024
Q4 | $1.01M | Sell |
8,002
-165
| -2% | -$20.8K | 0.09% | 135 |
|
|
2024
Q3 | $1.11M | Sell |
8,167
-1,836
| -18% | -$250K | 0.11% | 125 |
|
|
2024
Q2 | $1.37M | Sell |
10,003
-3,410
| -25% | -$467K | 0.14% | 108 |
|
|
2024
Q1 | $1.99M | Sell |
13,413
-1,471
| -10% | -$219K | 0.21% | 91 |
|
|
2023
Q4 | $2.34M | Sell |
14,884
-2,525
| -15% | -$397K | 0.27% | 78 |
|
|
2023
Q3 | $2.71M | Sell |
17,409
-137
| -0.8% | -$21.4K | 0.35% | 70 |
|
|
2023
Q2 | $3.15M | Sell |
17,546
-1,618
| -8% | -$290K | 0.39% | 63 |
|
|
2023
Q1 | $3.72M | Buy |
19,164
+102
| +0.5% | +$19.8K | 0.5% | 54 |
|
|
2022
Q4 | $3.31M | Sell |
19,062
-312
| -2% | -$54.2K | 0.5% | 53 |
|
|
2022
Q3 | $3.13M | Sell |
19,374
-1,816
| -9% | -$293K | 0.52% | 51 |
|
|
2022
Q2 | $3.87M | Buy |
21,190
+1,784
| +9% | +$326K | 0.62% | 45 |
|
|
2022
Q1 | $4.16M | Buy |
19,406
+1,900
| +11% | +$407K | 0.6% | 45 |
|
|
2021
Q4 | $3.75M | Buy |
17,506
+934
| +6% | +$200K | 0.61% | 46 |
|
|
2021
Q3 | $3.02M | Buy |
16,572
+2,719
| +20% | +$495K | 0.71% | 34 |
|
|
2021
Q2 | $2.88M | Buy |
13,853
+53
| +0.4% | +$11K | 0.68% | 35 |
|
|
2021
Q1 | $2.35M | Buy |
13,800
+150
| +1% | +$25.5K | 0.66% | 38 |
|
|
2020
Q4 | $2.3M | Buy |
13,650
+11,892
| +676% | +$2M | 0.7% | 36 |
|
|
2020
Q3 | $293K | Buy |
+1,758
| New | +$293K | 0.1% | 149 |
|
|
2017
Q4 | – | Sell |
-4,475
| Closed | -$537K | – | 151 |
|
|
2017
Q3 | $537K | Sell |
4,475
-1,165
| -21% | -$140K | 0.31% | 84 |
|
|
2017
Q2 | $624K | Buy |
5,640
+290
| +5% | +$32.1K | 0.39% | 78 |
|
|
2017
Q1 | $574K | Buy |
5,350
+80
| +2% | +$8.58K | 0.4% | 74 |
|
|
2016
Q4 | $604K | Buy |
5,270
+35
| +0.7% | +$4.01K | 0.43% | 68 |
|
|
2016
Q3 | $573K | Hold |
5,235
| – | – | 0.43% | 68 |
|
|
2016
Q2 | $564K | Buy |
5,235
+180
| +4% | +$19.4K | 0.45% | 67 |
|
|
2016
Q1 | $533K | Buy |
5,055
+275
| +6% | +$29K | 0.47% | 65 |
|
|
2015
Q4 | $460K | Buy |
4,780
+100
| +2% | +$9.62K | 0.42% | 69 |
|
|
2015
Q3 | $462K | Sell |
4,680
-265
| -5% | -$26.2K | 0.45% | 65 |
|
|
2015
Q2 | $479K | Sell |
4,945
-3,025
| -38% | -$293K | 0.44% | 64 |
|
|
2015
Q1 | $773K | Buy |
7,970
+356
| +5% | +$34.5K | 0.69% | 50 |
|
|
2014
Q4 | $846K | Buy |
+7,614
| New | +$846K | 0.79% | 45 |
|