PFS
Prospera Financial Services’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Buy |
55,980
+2,178
| +4% | +$220K | 0.11% | 207 |
|
|
2025
Q1 | $5.92M | Buy |
53,802
+6,168
| +13% | +$678K | 0.14% | 168 |
|
|
2024
Q4 | $6.01M | Sell |
47,634
-9,007
| -16% | -$1.14M | 0.14% | 165 |
|
|
2024
Q3 | $7.72M | Buy |
56,641
+1,007
| +2% | +$137K | 0.2% | 113 |
|
|
2024
Q2 | $7.61M | Sell |
55,634
-2,777
| -5% | -$380K | 0.21% | 101 |
|
|
2024
Q1 | $8.68M | Buy |
58,411
+3,807
| +7% | +$566K | 0.26% | 83 |
|
|
2023
Q4 | $8.59M | Sell |
54,604
-5,839
| -10% | -$918K | 0.28% | 75 |
|
|
2023
Q3 | $9.42M | Buy |
60,443
+1,050
| +2% | +$164K | 0.36% | 55 |
|
|
2023
Q2 | $10.7M | Buy |
59,393
+9,909
| +20% | +$1.78M | 0.41% | 50 |
|
|
2023
Q1 | $9.6M | Buy |
49,484
+16,375
| +49% | +$3.18M | 0.39% | 43 |
|
|
2022
Q4 | $5.76M | Sell |
33,109
-11,449
| -26% | -$1.99M | 0.29% | 82 |
|
|
2022
Q3 | $7.2M | Sell |
44,558
-177
| -0.4% | -$28.6K | 0.38% | 47 |
|
|
2022
Q2 | $8.17M | Buy |
44,735
+1,747
| +4% | +$319K | 0.42% | 38 |
|
|
2022
Q1 | $9.22M | Buy |
42,988
+3,429
| +9% | +$736K | 0.39% | 35 |
|
|
2021
Q4 | $8.48M | Buy |
39,559
+1,920
| +5% | +$412K | 0.37% | 49 |
|
|
2021
Q3 | $6.86M | Buy |
37,639
+374
| +1% | +$68.1K | 0.34% | 52 |
|
|
2021
Q2 | $7.75M | Sell |
37,265
-13,046
| -26% | -$2.71M | 0.39% | 39 |
|
|
2021
Q1 | $8.56M | Buy |
50,311
+1,801
| +4% | +$306K | 0.51% | 24 |
|
|
2020
Q4 | $8.17M | Buy |
48,510
+48,031
| +10,027% | +$8.09M | 0.56% | 18 |
|
|
2020
Q3 | $80K | Sell |
479
-37,098
| -99% | -$6.2M | 0.03% | 474 |
|
|
2020
Q2 | $4.17M | Buy |
37,577
+13,556
| +56% | +$1.51M | 0.37% | 56 |
|
|
2020
Q1 | $2.24M | Sell |
24,021
-126
| -0.5% | -$11.8K | 0.24% | 102 |
|
|
2019
Q4 | $2.83M | Buy |
24,147
+5,899
| +32% | +$691K | 0.22% | 110 |
|
|
2019
Q3 | $2.19M | Buy |
18,248
+384
| +2% | +$46K | 0.22% | 93 |
|
|
2019
Q2 | $1.84M | Buy |
17,864
+2,214
| +14% | +$228K | 0.21% | 101 |
|
|
2019
Q1 | $1.78M | Buy |
15,650
+3,710
| +31% | +$423K | 0.59% | 42 |
|
|
2018
Q4 | $1.17M | Buy |
11,940
+573
| +5% | +$55.9K | 0.24% | 105 |
|
|
2018
Q3 | $1.22M | Sell |
11,367
-1,060
| -9% | -$114K | 0.23% | 104 |
|
|
2018
Q2 | $1.32M | Sell |
12,427
-10,477
| -46% | -$1.11M | 0.18% | 114 |
|
|
2018
Q1 | $2.4M | Buy |
22,904
+1,122
| +5% | +$118K | 0.34% | 57 |
|
|
2017
Q4 | $2.63M | Buy |
21,782
+13,556
| +165% | +$1.64M | 0.4% | 46 |
|
|
2017
Q3 | $986K | Buy |
8,226
+61
| +0.7% | +$7.31K | 0.15% | 130 |
|
|
2017
Q2 | $900K | Sell |
8,165
-235
| -3% | -$25.9K | 0.14% | 137 |
|
|
2017
Q1 | $900K | Buy |
8,400
+4,338
| +107% | +$465K | 0.16% | 118 |
|
|
2016
Q4 | $467K | Sell |
4,062
-4,100
| -50% | -$471K | 0.09% | 199 |
|
|
2016
Q3 | $893K | Sell |
8,162
-14
| -0.2% | -$1.53K | 0.18% | 105 |
|
|
2016
Q2 | $881K | Buy |
8,176
+171
| +2% | +$18.4K | 0.18% | 106 |
|
|
2016
Q1 | $844K | Sell |
8,005
-120
| -1% | -$12.7K | 0.19% | 92 |
|
|
2015
Q4 | $782K | Sell |
8,125
-10
| -0.1% | -$962 | 0.17% | 89 |
|
|
2015
Q3 | $803K | Sell |
8,135
-888
| -10% | -$87.7K | 0.2% | 77 |
|
|
2015
Q2 | $845K | Buy |
9,023
+375
| +4% | +$35.1K | 0.2% | 84 |
|
|
2015
Q1 | $809K | Buy |
8,648
+626
| +8% | +$58.6K | 0.18% | 81 |
|
|
2014
Q4 | $892K | Sell |
8,022
-14
| -0.2% | -$1.56K | 0.22% | 72 |
|
|
2014
Q3 | $760K | Sell |
8,036
-10
| -0.1% | -$946 | 0.2% | 78 |
|
|
2014
Q2 | $826K | Sell |
8,046
-726
| -8% | -$74.5K | 0.22% | 74 |
|
|
2014
Q1 | $825K | Buy |
8,772
+6,148
| +234% | +$578K | 0.26% | 57 |
|
|
2013
Q4 | $276K | Buy |
+2,624
| New | +$276K | 0.09% | 177 |
|