Plante Moran Financial 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
Q2 | $80.8K | Hold |
800
| – | – | 0.01% | 272 |
|
|
2025
Q1 | $88K | Sell |
800
-67
| -8% | -$7.37K | 0.01% | 262 |
|
|
2024
Q4 | $109K | Sell |
867
-133
| -13% | -$16.8K | 0.01% | 242 |
|
|
2024
Q3 | $136K | Hold |
1,000
| – | – | 0.01% | 229 |
|
|
2024
Q2 | $137K | Sell |
1,000
-50
| -5% | -$6.84K | 0.01% | 206 |
|
|
2024
Q1 | $156K | Sell |
1,050
-167
| -14% | -$24.8K | 0.02% | 197 |
|
|
2023
Q4 | $191K | Buy |
1,217
+206
| +20% | +$32.4K | 0.02% | 174 |
|
|
2023
Q3 | $158K | Hold |
1,011
| – | – | 0.02% | 176 |
|
|
2023
Q2 | $181K | Hold |
1,011
| – | – | 0.02% | 170 |
|
|
2023
Q1 | $196K | Sell |
1,011
-160
| -14% | -$31K | 0.03% | 150 |
|
|
2022
Q4 | $204K | Buy |
1,171
+858
| +274% | +$149K | 0.03% | 154 |
|
|
2022
Q3 | $51K | Sell |
313
-191
| -38% | -$31.1K | 0.01% | 302 |
|
|
2022
Q2 | $92K | Sell |
504
-25
| -5% | -$4.56K | 0.02% | 226 |
|
|
2022
Q1 | $113K | Sell |
529
-156
| -23% | -$33.3K | 0.02% | 213 |
|
|
2021
Q4 | $147K | Buy |
685
+102
| +17% | +$21.9K | 0.02% | 212 |
|
|
2021
Q3 | $106K | Sell |
583
-329
| -36% | -$59.8K | 0.02% | 264 |
|
|
2021
Q2 | $190K | Buy |
912
+563
| +161% | +$117K | 0.05% | 178 |
|
|
2021
Q1 | $59K | Buy |
349
+292
| +512% | +$49.4K | 0.02% | 330 |
|
|
2020
Q4 | $10K | Sell |
57
-307
| -84% | -$53.9K | ﹤0.01% | 631 |
|
|
2020
Q3 | $61K | Buy |
364
+164
| +82% | +$27.5K | 0.02% | 293 |
|
|
2020
Q2 | $22K | Hold |
200
| – | – | 0.01% | 415 |
|
|
2020
Q1 | $19K | Sell |
200
-79
| -28% | -$7.51K | 0.01% | 396 |
|
|
2019
Q4 | $33K | Sell |
279
-34
| -11% | -$4.02K | 0.01% | 388 |
|
|
2019
Q3 | $38K | Sell |
313
-448
| -59% | -$54.4K | 0.01% | 387 |
|
|
2019
Q2 | $79K | Buy |
761
+44
| +6% | +$4.57K | 0.02% | 256 |
|
|
2019
Q1 | $80K | Buy |
717
+287
| +67% | +$32K | 0.02% | 247 |
|
|
2018
Q4 | $42K | Buy |
430
+23
| +6% | +$2.25K | 0.01% | 321 |
|
|
2018
Q3 | $48K | Sell |
407
-288
| -41% | -$34K | 0.02% | 300 |
|
|
2018
Q2 | $74K | Buy |
695
+202
| +41% | +$21.5K | 0.04% | 263 |
|
|
2018
Q1 | $52K | Buy |
493
+69
| +16% | +$7.28K | 0.03% | 337 |
|
|
2017
Q4 | $51K | Hold |
424
| – | – | 0.03% | 347 |
|
|
2017
Q3 | $51K | Hold |
424
| – | – | 0.03% | 305 |
|
|
2017
Q2 | $47K | Buy |
424
+38
| +10% | +$4.21K | 0.03% | 330 |
|
|
2017
Q1 | $41K | Sell |
386
-99
| -20% | -$10.5K | 0.02% | 356 |
|
|
2016
Q4 | $56K | Buy |
485
+299
| +161% | +$34.5K | 0.03% | 309 |
|
|
2016
Q3 | $20K | Sell |
186
-12
| -6% | -$1.29K | 0.01% | 492 |
|
|
2016
Q2 | $21K | Buy |
198
+53
| +37% | +$5.62K | 0.02% | 423 |
|
|
2016
Q1 | $15K | Sell |
145
-243
| -63% | -$25.1K | 0.01% | 424 |
|
|
2015
Q4 | $37K | Buy |
388
+117
| +43% | +$11.2K | 0.03% | 347 |
|
|
2015
Q3 | $27K | Hold |
271
| – | – | 0.02% | 348 |
|
|
2015
Q2 | $26K | Buy |
271
+20
| +8% | +$1.92K | 0.02% | 392 |
|
|
2015
Q1 | $24K | Buy |
251
+50
| +25% | +$4.78K | 0.02% | 384 |
|
|
2014
Q4 | $22K | Buy |
201
+50
| +33% | +$5.47K | 0.02% | 398 |
|
|
2014
Q3 | $15K | Sell |
151
-227
| -60% | -$22.6K | 0.01% | 459 |
|
|
2014
Q2 | $39K | Buy |
+378
| New | +$39K | 0.03% | 270 |
|
|
2014
Q1 | – | Sell |
-34
| Closed | -$4K | – | 699 |
|
|
2013
Q4 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 567 |
|