Principle Wealth Partners’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 | $572K | Sell |
5,671
-909
| -14% | -$91.7K | 0.04% | 222 |
|
|
2025
Q1 | $724K | Sell |
6,580
-15
| -0.2% | -$1.65K | 0.05% | 186 |
|
|
2024
Q4 | $832K | Buy |
6,595
+125
| +2% | +$15.8K | 0.06% | 171 |
|
|
2024
Q3 | $882K | Buy |
6,470
+405
| +7% | +$55.2K | 0.06% | 166 |
|
|
2024
Q2 | $830K | Buy |
6,065
+1,343
| +28% | +$184K | 0.06% | 170 |
|
|
2024
Q1 | $702K | Sell |
4,722
-4
| -0.1% | -$595 | 0.05% | 186 |
|
|
2023
Q4 | $743K | Sell |
4,726
-101
| -2% | -$15.9K | 0.06% | 177 |
|
|
2023
Q3 | $752K | Buy |
4,827
+300
| +7% | +$46.8K | 0.08% | 165 |
|
|
2023
Q2 | $811K | Hold |
4,527
| – | – | 0.08% | 157 |
|
|
2023
Q1 | $878K | Hold |
4,527
| – | – | 0.09% | 150 |
|
|
2022
Q4 | $787K | Sell |
4,527
-90
| -2% | -$15.6K | 0.09% | 152 |
|
|
2022
Q3 | $746 | Hold |
4,617
| – | – | 0.07% | 145 |
|
|
2022
Q2 | $843K | Sell |
4,617
-100
| -2% | -$18.3K | 0.1% | 148 |
|
|
2022
Q1 | $1.01M | Buy |
4,717
+261
| +6% | +$56K | 0.11% | 136 |
|
|
2021
Q4 | $955K | Buy |
4,456
+177
| +4% | +$37.9K | 0.1% | 141 |
|
|
2021
Q3 | $779K | Sell |
4,279
-134
| -3% | -$24.4K | 0.09% | 150 |
|
|
2021
Q2 | $918K | Buy |
4,413
+150
| +4% | +$31.2K | 0.1% | 139 |
|
|
2021
Q1 | $724K | Sell |
4,263
-49
| -1% | -$8.32K | 0.08% | 152 |
|
|
2020
Q4 | $727K | Buy |
4,312
+1,004
| +30% | +$169K | 0.1% | 142 |
|
|
2020
Q3 | $551K | Sell |
3,308
-325
| -9% | -$54.1K | 0.15% | 79 |
|
|
2020
Q2 | $404K | Buy |
+3,633
| New | +$404K | 0.12% | 100 |
|
|
2020
Q1 | – | Sell |
-4,133
| Closed | -$484K | – | 166 |
|
|
2019
Q4 | $484K | Sell |
4,133
-834
| -17% | -$97.7K | 0.15% | 102 |
|
|
2019
Q3 | $595K | Buy |
4,967
+1,834
| +59% | +$220K | 0.21% | 85 |
|
|
2019
Q2 | $324K | Sell |
3,133
-200
| -6% | -$20.7K | 0.17% | 100 |
|
|
2019
Q1 | $372K | Buy |
+3,333
| New | +$372K | 0.21% | 85 |
|