Pure Financial 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 | $2.1M | Sell |
20,787
-13
| -0.1% | -$1.31K | 0.04% | 150 |
|
|
2025
Q1 | $2.29M | Buy |
20,800
+2,358
| +13% | +$259K | 0.05% | 120 |
|
|
2024
Q4 | $2.33M | Buy |
18,442
+285
| +2% | +$35.9K | 0.05% | 110 |
|
|
2024
Q3 | $2.48M | Sell |
18,157
-152
| -0.8% | -$20.7K | 0.06% | 104 |
|
|
2024
Q2 | $2.51M | Sell |
18,309
-164
| -0.9% | -$22.4K | 0.07% | 104 |
|
|
2024
Q1 | $2.75M | Buy |
18,473
+60
| +0.3% | +$8.92K | 0.09% | 99 |
|
|
2023
Q4 | $2.9M | Buy |
18,413
+188
| +1% | +$29.6K | 0.1% | 90 |
|
|
2023
Q3 | $2.84M | Sell |
18,225
-271
| -1% | -$42.2K | 0.12% | 82 |
|
|
2023
Q2 | $3.32M | Buy |
18,496
+1,324
| +8% | +$237K | 0.14% | 76 |
|
|
2023
Q1 | $3.33M | Sell |
17,172
-165
| -1% | -$32K | 0.15% | 73 |
|
|
2022
Q4 | $3.01M | Buy |
17,337
+13
| +0.1% | +$2.26K | 0.16% | 74 |
|
|
2022
Q3 | $2.8M | Buy |
17,324
+71
| +0.4% | +$11.5K | 0.16% | 75 |
|
|
2022
Q2 | $3.15M | Sell |
17,253
-138
| -0.8% | -$25.2K | 0.2% | 66 |
|
|
2022
Q1 | $3.73M | Buy |
17,391
+2
| +0% | +$429 | 0.17% | 64 |
|
|
2021
Q4 | $3.73M | Buy |
17,389
+2,686
| +18% | +$576K | 0.18% | 63 |
|
|
2021
Q3 | $2.68M | Buy |
14,703
+4
| +0% | +$728 | 0.21% | 59 |
|
|
2021
Q2 | $3.06M | Hold |
14,699
| – | – | 0.25% | 57 |
|
|
2021
Q1 | $2.5M | Hold |
14,699
| – | – | 0.25% | 59 |
|
|
2020
Q4 | $2.48M | Sell |
14,699
-3
| -0% | -$505 | 0.3% | 55 |
|
|
2020
Q3 | $2.45M | Hold |
14,702
| – | – | 0.36% | 48 |
|
|
2020
Q2 | $1.64M | Sell |
14,702
-7
| -0% | -$778 | 0.26% | 55 |
|
|
2020
Q1 | $1.37M | Buy |
14,709
+10
| +0.1% | +$934 | 0.23% | 55 |
|
|
2019
Q4 | $1.72M | Hold |
14,699
| – | – | 0.29% | 49 |
|
|
2019
Q3 | $1.76M | Sell |
14,699
-3,623
| -20% | -$434K | 0.32% | 48 |
|
|
2019
Q2 | $1.89M | Buy |
+18,322
| New | +$1.89M | 0.34% | 48 |
|