Private Advisor 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 | $11.1M | Sell |
110,166
-5,380
| -5% | -$543K | 0.06% | 329 |
|
|
2025
Q1 | $12.7M | Buy |
115,546
+10,917
| +10% | +$1.2M | 0.08% | 269 |
|
|
2024
Q4 | $13.2M | Sell |
104,629
-239
| -0.2% | -$30.1K | 0.07% | 256 |
|
|
2024
Q3 | $14.3M | Buy |
104,868
+466
| +0.4% | +$63.5K | 0.09% | 216 |
|
|
2024
Q2 | $14.3M | Buy |
104,402
+7,315
| +8% | +$1M | 0.1% | 198 |
|
|
2024
Q1 | $14.4M | Sell |
97,087
-8,007
| -8% | -$1.19M | 0.1% | 181 |
|
|
2023
Q4 | $16.5M | Buy |
105,094
+15,437
| +17% | +$2.43M | 0.13% | 152 |
|
|
2023
Q3 | $14M | Sell |
89,657
-3,156
| -3% | -$492K | 0.12% | 154 |
|
|
2023
Q2 | $16.8M | Buy |
92,813
+1,546
| +2% | +$279K | 0.15% | 142 |
|
|
2023
Q1 | $17.7M | Sell |
91,267
-5,328
| -6% | -$1.03M | 0.17% | 128 |
|
|
2022
Q4 | $3.27M | Sell |
96,595
-254
| -0.3% | -$8.59K | 0.16% | 138 |
|
|
2022
Q3 | $15.6M | Sell |
96,849
-16,852
| -15% | -$2.72M | 0.18% | 119 |
|
|
2022
Q2 | $20.8M | Buy |
113,701
+8,390
| +8% | +$1.53M | 0.19% | 116 |
|
|
2022
Q1 | $22.6M | Buy |
105,311
+5,784
| +6% | +$1.24M | 0.17% | 117 |
|
|
2021
Q4 | $21.3M | Sell |
99,527
-13,455
| -12% | -$2.88M | 0.16% | 128 |
|
|
2021
Q3 | $20.6M | Buy |
112,982
+25,623
| +29% | +$4.67M | 0.13% | 159 |
|
|
2021
Q2 | $18.2M | Buy |
87,359
+2,899
| +3% | +$603K | 0.16% | 132 |
|
|
2021
Q1 | $14.4M | Sell |
84,460
-3,093
| -4% | -$526K | 0.14% | 154 |
|
|
2020
Q4 | $14.7M | Buy |
87,553
+8,713
| +11% | +$1.47M | 0.15% | 141 |
|
|
2020
Q3 | $12.4M | Buy |
78,840
+1,283
| +2% | +$202K | 0.16% | 130 |
|
|
2020
Q2 | $8.62M | Buy |
77,557
+7,112
| +10% | +$791K | 0.12% | 182 |
|
|
2020
Q1 | $6.58M | Sell |
70,445
-1,499
| -2% | -$140K | 0.12% | 178 |
|
|
2019
Q4 | $8.42M | Sell |
71,944
-6,991
| -9% | -$818K | 0.13% | 169 |
|
|
2019
Q3 | $9.46M | Buy |
78,935
+5,238
| +7% | +$627K | 0.15% | 146 |
|
|
2019
Q2 | $7.57M | Sell |
73,697
-4,730
| -6% | -$486K | 0.14% | 167 |
|
|
2019
Q1 | $8.72M | Buy |
78,427
+5,058
| +7% | +$562K | 0.17% | 126 |
|
|
2018
Q4 | $7.15M | Sell |
73,369
-15,582
| -18% | -$1.52M | 0.17% | 128 |
|
|
2018
Q3 | $10.4M | Buy |
88,951
+33,948
| +62% | +$3.96M | 0.21% | 108 |
|
|
2018
Q2 | $5.83M | Sell |
55,003
-18,402
| -25% | -$1.95M | 0.1% | 101 |
|
|
2018
Q1 | $7.68M | Buy |
73,405
+15,705
| +27% | +$1.64M | 0.3% | 70 |
|
|
2017
Q4 | $7.42M | Sell |
57,700
-63,127
| -52% | -$8.12M | 0.31% | 75 |
|
|
2017
Q3 | $14.2M | Buy |
120,827
+11,017
| +10% | +$1.29M | 0.35% | 62 |
|
|
2017
Q2 | $12.1M | Sell |
109,810
-415
| -0.4% | -$45.7K | 0.33% | 66 |
|
|
2017
Q1 | $11.8M | Buy |
110,225
+4,513
| +4% | +$482K | 0.33% | 66 |
|
|
2016
Q4 | $12.1M | Buy |
105,712
+3,858
| +4% | +$440K | 0.4% | 52 |
|
|
2016
Q3 | $11.1M | Sell |
101,854
-3,209
| -3% | -$348K | 0.45% | 42 |
|
|
2016
Q2 | $11.3M | Buy |
105,063
+6,464
| +7% | +$696K | 0.46% | 46 |
|
|
2016
Q1 | $10.4M | Sell |
98,599
-1,467
| -1% | -$154K | 0.5% | 37 |
|
|
2015
Q4 | $9.63M | Sell |
100,066
-325
| -0.3% | -$31.3K | 0.46% | 44 |
|
|
2015
Q3 | $9.91M | Buy |
100,391
+28,339
| +39% | +$2.8M | 0.54% | 36 |
|
|
2015
Q2 | $6.98M | Buy |
72,052
+1,709
| +2% | +$166K | 0.33% | 58 |
|
|
2015
Q1 | $6.82M | Sell |
70,343
-114
| -0.2% | -$11.1K | 0.39% | 51 |
|
|
2014
Q4 | $7.81M | Buy |
70,457
+5,694
| +9% | +$631K | 0.5% | 39 |
|
|
2014
Q3 | $6.37M | Buy |
64,763
+20,170
| +45% | +$1.98M | 0.44% | 43 |
|
|
2014
Q2 | $4.58M | Buy |
44,593
+493
| +1% | +$50.6K | 0.39% | 60 |
|
|
2014
Q1 | $4.29M | Buy |
44,100
+3,860
| +10% | +$376K | 0.45% | 49 |
|
|
2013
Q4 | $4.23M | Buy |
+40,240
| New | +$4.23M | 0.47% | 41 |
|