PAS
Professional Advisory Services’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Sell |
205,213
-2,817
| -1% | -$284K | 2.81% | 17 |
|
|
2025
Q1 | $22.9M | Buy |
208,030
+5,219
| +3% | +$574K | 3.2% | 10 |
|
|
2024
Q4 | $25.6M | Sell |
202,811
-1,317
| -0.6% | -$166K | 3.53% | 8 |
|
|
2024
Q3 | $27.8M | Buy |
204,128
+15,844
| +8% | +$2.16M | 3.65% | 7 |
|
|
2024
Q2 | $25.8M | Buy |
188,284
+3,515
| +2% | +$481K | 3.52% | 7 |
|
|
2024
Q1 | $27.5M | Buy |
184,769
+15,738
| +9% | +$2.34M | 3.73% | 7 |
|
|
2023
Q4 | $26.6M | Buy |
169,031
+9,599
| +6% | +$1.51M | 3.8% | 7 |
|
|
2023
Q3 | $24.9M | Buy |
159,432
+16,546
| +12% | +$2.58M | 4.09% | 5 |
|
|
2023
Q2 | $25.6M | Buy |
142,886
+8,955
| +7% | +$1.61M | 3.89% | 5 |
|
|
2023
Q1 | $26M | Buy |
133,931
+49
| +0% | +$9.51K | 4.05% | 2 |
|
|
2022
Q4 | $23.3M | Sell |
133,882
-478
| -0.4% | -$83.1K | 3.79% | 8 |
|
|
2022
Q3 | $21.7M | Sell |
134,360
-3,963
| -3% | -$640K | 3.77% | 9 |
|
|
2022
Q2 | $25.2M | Buy |
138,323
+33,919
| +32% | +$6.19M | 4.21% | 3 |
|
|
2022
Q1 | $22.4M | Sell |
104,404
-8,875
| -8% | -$1.9M | 3.21% | 12 |
|
|
2021
Q4 | $24.3M | Sell |
113,279
-7,126
| -6% | -$1.53M | 3.3% | 13 |
|
|
2021
Q3 | $21.9M | Buy |
120,405
+11,733
| +11% | +$2.14M | 3.22% | 15 |
|
|
2021
Q2 | $22.6M | Sell |
108,672
-1,186
| -1% | -$247K | 3.28% | 13 |
|
|
2021
Q1 | $18.7M | Buy |
109,858
+8,685
| +9% | +$1.48M | 2.86% | 21 |
|
|
2020
Q4 | $17M | Sell |
101,173
-2,459
| -2% | -$414K | 2.74% | 24 |
|
|
2020
Q3 | $17.3M | Sell |
103,632
-70,053
| -40% | -$11.7M | 3.08% | 18 |
|
|
2020
Q2 | $19.3M | Sell |
173,685
-5,900
| -3% | -$656K | 3.72% | 9 |
|
|
2020
Q1 | $16.8M | Buy |
179,585
+24,027
| +15% | +$2.24M | 3.89% | 9 |
|
|
2019
Q4 | $18.2M | Sell |
155,558
-197
| -0.1% | -$23.1K | 3.24% | 14 |
|
|
2019
Q3 | $18.7M | Sell |
155,755
-17,753
| -10% | -$2.13M | 3.55% | 8 |
|
|
2019
Q2 | $17.9M | Buy |
173,508
+19,330
| +13% | +$2M | 3.47% | 13 |
|
|
2019
Q1 | $17.2M | Buy |
154,178
+25,652
| +20% | +$2.87M | 3.46% | 11 |
|
|
2018
Q4 | $12.5M | Buy |
128,526
+8,403
| +7% | +$820K | 2.79% | 19 |
|
|
2018
Q3 | $14M | Sell |
120,123
-47,139
| -28% | -$5.5M | 2.77% | 21 |
|
|
2018
Q2 | $17.8M | Sell |
167,262
-523
| -0.3% | -$55.6K | 3.67% | 8 |
|
|
2018
Q1 | $17.6M | Buy |
167,785
+26,949
| +19% | +$2.82M | 3.8% | 7 |
|
|
2017
Q4 | $16.8M | Sell |
140,836
-1,303
| -0.9% | -$155K | 3.54% | 9 |
|
|
2017
Q3 | $17.1M | Sell |
142,139
-2,260
| -2% | -$271K | 3.64% | 9 |
|
|
2017
Q2 | $16M | Buy |
144,399
+23,678
| +20% | +$2.62M | 3.46% | 11 |
|
|
2017
Q1 | $13M | Buy |
+120,721
| New | +$13M | 2.87% | 23 |
|