Pinnacle Wealth Planning Services’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 | $294K | Buy |
2,909
+696
| +31% | +$70.3K | 0.04% | 302 |
|
|
2025
Q1 | $243K | Buy |
2,213
+4
| +0.2% | +$440 | 0.04% | 308 |
|
|
2024
Q4 | $279K | Sell |
2,209
-698
| -24% | -$88K | 0.04% | 271 |
|
|
2024
Q3 | $396K | Buy |
2,907
+75
| +3% | +$10.2K | 0.05% | 232 |
|
|
2024
Q2 | $388K | Sell |
2,832
-1,330
| -32% | -$182K | 0.06% | 223 |
|
|
2024
Q1 | $619K | Buy |
4,162
+102
| +3% | +$15.2K | 0.09% | 147 |
|
|
2023
Q4 | $638K | Sell |
4,060
-142
| -3% | -$22.3K | 0.1% | 136 |
|
|
2023
Q3 | $655K | Buy |
4,202
+163
| +4% | +$25.4K | 0.11% | 121 |
|
|
2023
Q2 | $724K | Sell |
4,039
-912
| -18% | -$163K | 0.12% | 116 |
|
|
2023
Q1 | $960K | Buy |
4,951
+609
| +14% | +$118K | 0.16% | 99 |
|
|
2022
Q4 | $755K | Sell |
4,342
-1,509
| -26% | -$262K | 0.13% | 108 |
|
|
2022
Q3 | $945K | Sell |
5,851
-168
| -3% | -$27.1K | 0.17% | 83 |
|
|
2022
Q2 | $1.1M | Buy |
6,019
+1,255
| +26% | +$229K | 0.2% | 77 |
|
|
2022
Q1 | $1.02M | Sell |
4,764
-136
| -3% | -$29.2K | 0.19% | 88 |
|
|
2021
Q4 | $1.05M | Buy |
4,900
+347
| +8% | +$74.4K | 0.21% | 77 |
|
|
2021
Q3 | $829K | Sell |
4,553
-65
| -1% | -$11.8K | 0.18% | 85 |
|
|
2021
Q2 | $960K | Buy |
4,618
+49
| +1% | +$10.2K | 0.22% | 73 |
|
|
2021
Q1 | $777K | Buy |
4,569
+191
| +4% | +$32.5K | 0.2% | 82 |
|
|
2020
Q4 | $737K | Buy |
4,378
+128
| +3% | +$21.5K | 0.18% | 81 |
|
|
2020
Q3 | $708K | Buy |
4,250
+127
| +3% | +$21.2K | 0.23% | 76 |
|
|
2020
Q2 | $458K | Buy |
4,123
+1,438
| +54% | +$160K | 0.15% | 111 |
|
|
2020
Q1 | $250K | Sell |
2,685
-1,279
| -32% | -$119K | 0.12% | 155 |
|
|
2019
Q4 | $464K | Buy |
3,964
+618
| +18% | +$72.3K | 0.22% | 94 |
|
|
2019
Q3 | $400K | Buy |
3,346
+795
| +31% | +$95K | 0.22% | 90 |
|
|
2019
Q2 | $263K | Buy |
2,551
+565
| +28% | +$58.3K | 0.16% | 133 |
|
|
2019
Q1 | $223K | Buy |
+1,986
| New | +$223K | 0.15% | 135 |
|
|
2018
Q4 | – | Sell |
-2,541
| Closed | -$297K | – | 187 |
|
|
2018
Q3 | $297K | Buy |
+2,541
| New | +$297K | 0.27% | 123 |
|
|
2018
Q1 | – | Sell |
-751
| Closed | -$89K | – | 182 |
|
|
2017
Q4 | $89K | Buy |
+751
| New | +$89K | 0.18% | 94 |
|