Richwood Investment 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 | $615K | Buy |
6,089
+115
| +2% | +$11.6K | 0.5% | 48 |
|
|
2025
Q1 | $657K | Sell |
5,974
-258
| -4% | -$28.4K | 0.56% | 45 |
|
|
2024
Q4 | $786K | Sell |
6,232
-124
| -2% | -$15.6K | 0.66% | 35 |
|
|
2024
Q3 | $867K | Buy |
6,356
+4,866
| +327% | +$663K | 0.72% | 33 |
|
|
2024
Q2 | $204K | Sell |
1,490
-75
| -5% | -$10.3K | 0.18% | 99 |
|
|
2024
Q1 | $233K | Sell |
1,565
-119
| -7% | -$17.7K | 0.21% | 96 |
|
|
2023
Q4 | $265K | Sell |
1,684
-110
| -6% | -$17.3K | 0.25% | 88 |
|
|
2023
Q3 | $280K | Sell |
1,794
-50
| -3% | -$7.79K | 0.29% | 82 |
|
|
2023
Q2 | $331K | Sell |
1,844
-672
| -27% | -$120K | 0.32% | 78 |
|
|
2023
Q1 | $488K | Sell |
2,516
-191
| -7% | -$37.1K | 0.49% | 56 |
|
|
2022
Q4 | $471K | Sell |
2,707
-1,137
| -30% | -$198K | 0.47% | 61 |
|
|
2022
Q3 | $621K | Buy |
3,844
+586
| +18% | +$94.7K | 0.68% | 35 |
|
|
2022
Q2 | $595K | Hold |
3,258
| – | – | 0.6% | 44 |
|
|
2022
Q1 | $699K | Buy |
3,258
+490
| +18% | +$105K | 0.62% | 40 |
|
|
2021
Q4 | $593K | Buy |
+2,768
| New | +$593K | 0.52% | 50 |
|