Resonant Capital 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 | $284K | Sell |
2,810
-10,480
| -79% | -$1.06M | 0.02% | 339 |
|
|
2025
Q1 | $1.46M | Buy |
13,290
+2,236
| +20% | +$246K | 0.1% | 127 |
|
|
2024
Q4 | $1.39M | Buy |
11,054
+159
| +1% | +$20.1K | 0.1% | 129 |
|
|
2024
Q3 | $1.49M | Buy |
10,895
+94
| +0.9% | +$12.8K | 0.11% | 126 |
|
|
2024
Q2 | $1.48M | Buy |
10,801
+487
| +5% | +$66.6K | 0.12% | 121 |
|
|
2024
Q1 | $1.53M | Buy |
10,314
+658
| +7% | +$97.8K | 0.13% | 121 |
|
|
2023
Q4 | $1.52M | Buy |
9,656
+5,817
| +152% | +$915K | 0.15% | 121 |
|
|
2023
Q3 | $598K | Buy |
3,839
+192
| +5% | +$29.9K | 0.06% | 160 |
|
|
2023
Q2 | $654K | Sell |
3,647
-121
| -3% | -$21.7K | 0.07% | 152 |
|
|
2023
Q1 | $731K | Buy |
3,768
+291
| +8% | +$56.5K | 0.08% | 137 |
|
|
2022
Q4 | $604K | Buy |
3,477
+943
| +37% | +$164K | 0.08% | 152 |
|
|
2022
Q3 | $409K | Buy |
2,534
+215
| +9% | +$34.7K | 0.06% | 169 |
|
|
2022
Q2 | $423K | Buy |
2,319
+585
| +34% | +$107K | 0.07% | 162 |
|
|
2022
Q1 | $358K | Buy |
1,734
+726
| +72% | +$150K | 0.05% | 169 |
|
|
2021
Q4 | $216K | Buy |
+1,008
| New | +$216K | 0.03% | 197 |
|
|
2020
Q1 | – | Sell |
-1,996
| Closed | -$234K | – | 211 |
|
|
2019
Q4 | $234K | Buy |
+1,996
| New | +$234K | 0.07% | 187 |
|