RIA Advisory 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 | $2.43M | Buy |
24,052
+21,564
| +867% | +$2.18M | 0.71% | 29 |
|
|
2025
Q1 | $274K | Buy |
2,488
+34
| +1% | +$3.74K | 0.09% | 112 |
|
|
2024
Q4 | $309K | Buy |
2,454
+367
| +18% | +$46.3K | 0.11% | 108 |
|
|
2024
Q3 | $285K | Buy |
+2,087
| New | +$285K | 0.1% | 100 |
|
|
2024
Q1 | $305K | Sell |
2,054
-15,865
| -89% | -$2.36M | 0.12% | 98 |
|
|
2023
Q4 | $673K | Buy |
17,919
+15,925
| +799% | +$598K | 0.28% | 43 |
|
|
2023
Q3 | $311K | Hold |
1,994
| – | – | 0.14% | 79 |
|
|
2023
Q2 | $357K | Hold |
1,994
| – | – | 0.15% | 77 |
|
|
2023
Q1 | $387K | Buy |
+1,994
| New | +$387K | 0.18% | 77 |
|