Prime Capital Investment 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 | $1.65M | Sell |
16,359
-12,496
| -43% | -$1.26M | 0.02% | 362 |
|
|
2025
Q1 | $3.17M | Buy |
28,855
+15,205
| +111% | +$1.67M | 0.04% | 292 |
|
|
2024
Q4 | $1.72M | Buy |
13,650
+2,685
| +24% | +$339K | 0.03% | 329 |
|
|
2024
Q3 | $1.49M | Sell |
10,965
-3,859
| -26% | -$526K | 0.02% | 361 |
|
|
2024
Q2 | $2.03M | Sell |
14,824
-1,374
| -8% | -$188K | 0.03% | 312 |
|
|
2024
Q1 | $2.41M | Sell |
16,198
-4,191
| -21% | -$623K | 0.03% | 315 |
|
|
2023
Q4 | $3.21M | Buy |
20,389
+629
| +3% | +$98.9K | 0.05% | 264 |
|
|
2023
Q3 | $3.08M | Sell |
19,760
-2,938
| -13% | -$458K | 0.06% | 209 |
|
|
2023
Q2 | $4.07M | Buy |
22,698
+3,643
| +19% | +$653K | 0.08% | 182 |
|
|
2023
Q1 | $3.7M | Buy |
19,055
+3,088
| +19% | +$599K | 0.15% | 120 |
|
|
2022
Q4 | $2.78M | Buy |
15,967
+5,144
| +48% | +$894K | 0.11% | 147 |
|
|
2022
Q3 | $1.75M | Buy |
10,823
+5,682
| +111% | +$918K | 0.1% | 128 |
|
|
2022
Q2 | $938K | Sell |
5,141
-4,291
| -45% | -$783K | 0.06% | 179 |
|
|
2022
Q1 | $2.02M | Hold |
9,432
| – | – | 0.11% | 130 |
|
|
2021
Q4 | $2.02M | Buy |
9,432
+6,898
| +272% | +$1.48M | 0.11% | 132 |
|
|
2021
Q3 | $461K | Sell |
2,534
-432
| -15% | -$78.6K | 0.03% | 221 |
|
|
2021
Q2 | $617K | Buy |
2,966
+592
| +25% | +$123K | 0.04% | 227 |
|
|
2021
Q1 | $404K | Buy |
2,374
+483
| +26% | +$82.2K | 0.03% | 206 |
|
|
2020
Q4 | $318K | Sell |
1,891
-279
| -13% | -$46.9K | 0.02% | 209 |
|
|
2020
Q3 | $362K | Sell |
2,170
-1,682
| -44% | -$281K | 0.03% | 210 |
|
|
2020
Q2 | $428K | Buy |
3,852
+479
| +14% | +$53.2K | 0.04% | 190 |
|
|
2020
Q1 | $315K | Sell |
3,373
-12,637
| -79% | -$1.18M | 0.04% | 178 |
|
|
2019
Q4 | $1.87M | Buy |
16,010
+15,900
| +14,455% | +$1.86M | 0.21% | 107 |
|
|
2019
Q3 | $13K | Buy |
110
+105
| +2,100% | +$12.4K | ﹤0.01% | 482 |
|
|
2019
Q2 | $1K | Sell |
5
-170
| -97% | -$34K | ﹤0.01% | 344 |
|
|
2019
Q1 | $20K | Hold |
175
| – | – | 0.01% | 240 |
|
|
2018
Q4 | $17K | Hold |
175
| – | – | 0.01% | 227 |
|
|
2018
Q3 | $20K | Hold |
175
| – | – | 0.01% | 224 |
|
|
2018
Q2 | $19K | Buy |
+175
| New | +$19K | 0.01% | 244 |
|