Rise 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 | $104K | Sell |
1,031
-105
| -9% | -$10.6K | 0.04% | 150 |
|
|
2025
Q1 | $125K | Buy |
1,136
+34
| +3% | +$3.74K | 0.06% | 124 |
|
|
2024
Q4 | $139K | Sell |
1,102
-317
| -22% | -$40K | 0.07% | 111 |
|
|
2024
Q3 | $193K | Sell |
1,419
-253
| -15% | -$34.5K | 0.09% | 93 |
|
|
2024
Q2 | $229K | Sell |
1,672
-95
| -5% | -$13K | 0.12% | 81 |
|
|
2024
Q1 | $263K | Buy |
1,767
+219
| +14% | +$32.5K | 0.14% | 73 |
|
|
2023
Q4 | $243K | Buy |
1,548
+304
| +24% | +$47.8K | 0.17% | 61 |
|
|
2023
Q3 | $194K | Buy |
1,244
+419
| +51% | +$65.3K | 0.15% | 65 |
|
|
2023
Q2 | $148K | Buy |
825
+82
| +11% | +$14.7K | 0.11% | 79 |
|
|
2023
Q1 | $144K | Buy |
743
+221
| +42% | +$42.9K | 0.11% | 82 |
|
|
2022
Q4 | $90.7K | Buy |
522
+140
| +37% | +$24.3K | 0.07% | 110 |
|
|
2022
Q3 | $62K | Buy |
382
+32
| +9% | +$5.19K | 0.05% | 133 |
|
|
2022
Q2 | $64K | Buy |
350
+179
| +105% | +$32.7K | 0.06% | 124 |
|
|
2022
Q1 | $37K | Sell |
171
-4
| -2% | -$865 | 0.03% | 181 |
|
|
2021
Q4 | $37.5K | Buy |
+175
| New | +$37.5K | 0.04% | 180 |
|