San Luis Wealth 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 | $3.19M | Buy |
31,960
+26,516
| +487% | +$2.64M | 0.68% | 40 |
|
|
2025
Q1 | $557K | Sell |
5,444
-868
| -14% | -$88.8K | 0.13% | 87 |
|
|
2024
Q4 | $796K | Buy |
6,312
+1,354
| +27% | +$171K | 0.15% | 70 |
|
|
2024
Q3 | $676K | Buy |
4,958
+2,560
| +107% | +$349K | 0.14% | 79 |
|
|
2024
Q2 | $328K | Buy |
+2,398
| New | +$328K | 0.08% | 93 |
|
|
2023
Q3 | – | Sell |
-9,345
| Closed | -$1.68M | – | 154 |
|
|
2023
Q2 | $1.68M | Buy |
9,345
+3,034
| +48% | +$544K | 0.59% | 35 |
|
|
2023
Q1 | $1.22M | Buy |
+6,311
| New | +$1.22M | 0.47% | 59 |
|
|
2022
Q2 | – | Sell |
-2,962
| Closed | -$635K | – | 395 |
|
|
2022
Q1 | $635K | Buy |
+2,962
| New | +$635K | 0.31% | 72 |
|
|
2021
Q4 | – | Sell |
-3,792
| Closed | -$691K | – | 152 |
|
|
2021
Q3 | $691K | Buy |
+3,792
| New | +$691K | 0.38% | 69 |
|