Powers Advisory Group’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 | $468K | Buy |
4,639
+216
| +5% | +$21.8K | 0.21% | 70 |
|
|
2025
Q1 | $487K | Buy |
4,423
+292
| +7% | +$32.1K | 0.23% | 66 |
|
|
2024
Q4 | $521K | Buy |
4,131
+111
| +3% | +$14K | 0.26% | 59 |
|
|
2024
Q3 | $548K | Buy |
4,020
+34
| +0.9% | +$4.64K | 0.27% | 58 |
|
|
2024
Q2 | $545K | Buy |
3,986
+3
| +0.1% | +$411 | 0.3% | 53 |
|
|
2024
Q1 | $592K | Buy |
3,983
+327
| +9% | +$48.6K | 0.34% | 49 |
|
|
2023
Q4 | $575K | Buy |
3,656
+58
| +2% | +$9.12K | 0.35% | 50 |
|
|
2023
Q3 | $561K | Sell |
3,598
-19
| -0.5% | -$2.96K | 0.38% | 49 |
|
|
2023
Q2 | $648K | Buy |
3,617
+157
| +5% | +$28.1K | 0.43% | 47 |
|
|
2023
Q1 | $671K | Buy |
3,460
+69
| +2% | +$13.4K | 0.47% | 45 |
|
|
2022
Q4 | $590K | Buy |
3,391
+65
| +2% | +$11.3K | 0.43% | 50 |
|
|
2022
Q3 | $537K | Buy |
3,326
+44
| +1% | +$7.1K | 0.43% | 52 |
|
|
2022
Q2 | $599K | Buy |
3,282
+20
| +0.6% | +$3.65K | 0.46% | 50 |
|
|
2022
Q1 | $700K | Buy |
3,262
+18
| +0.6% | +$3.86K | 0.49% | 50 |
|
|
2021
Q4 | $695K | Buy |
+3,244
| New | +$695K | 0.49% | 49 |
|