Smith Salley Wealth Management’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 | $353K | Sell |
3,496
-364
| -9% | -$36.7K | 0.02% | 203 |
|
|
2025
Q1 | $425K | Sell |
3,860
-50
| -1% | -$5.5K | 0.03% | 182 |
|
|
2024
Q4 | $493K | Sell |
3,910
-132
| -3% | -$16.6K | 0.03% | 171 |
|
|
2024
Q3 | $551K | Buy |
4,042
+52
| +1% | +$7.09K | 0.04% | 170 |
|
|
2024
Q2 | $546K | Sell |
3,990
-145
| -4% | -$19.8K | 0.04% | 162 |
|
|
2024
Q1 | $615K | Sell |
4,135
-17,459
| -81% | -$2.59M | 0.05% | 153 |
|
|
2023
Q4 | $3.4M | Sell |
21,594
-493
| -2% | -$77.5K | 0.22% | 78 |
|
|
2023
Q3 | $3.44M | Sell |
22,087
-175
| -0.8% | -$27.3K | 0.26% | 72 |
|
|
2023
Q2 | $3.99M | Buy |
22,262
+5,451
| +32% | +$977K | 0.29% | 69 |
|
|
2023
Q1 | $3.26M | Buy |
16,811
+66
| +0.4% | +$12.8K | 0.26% | 77 |
|
|
2022
Q4 | $2.91M | Buy |
16,745
+369
| +2% | +$64.1K | 0.25% | 81 |
|
|
2022
Q3 | $2.65M | Buy |
16,376
+205
| +1% | +$33.1K | 0.25% | 82 |
|
|
2022
Q2 | $2.95M | Buy |
16,171
+3,779
| +30% | +$690K | 0.26% | 81 |
|
|
2022
Q1 | $2.66M | Buy |
12,392
+247
| +2% | +$53K | 0.2% | 92 |
|
|
2021
Q4 | $2.6M | Buy |
12,145
+238
| +2% | +$51K | 0.18% | 97 |
|
|
2021
Q3 | $2.17M | Buy |
11,907
+551
| +5% | +$100K | 0.17% | 100 |
|
|
2021
Q2 | $2.36M | Sell |
11,356
-371
| -3% | -$77.2K | 0.19% | 91 |
|
|
2021
Q1 | $1.99M | Sell |
11,727
-272
| -2% | -$46.2K | 0.18% | 90 |
|
|
2020
Q4 | $2.02M | Sell |
11,999
-5,471
| -31% | -$921K | 0.2% | 83 |
|
|
2020
Q3 | $2.91M | Sell |
17,470
-163
| -0.9% | -$27.2K | 0.35% | 70 |
|
|
2020
Q2 | $1.96M | Buy |
17,633
+933
| +6% | +$104K | 0.26% | 77 |
|
|
2020
Q1 | $1.56M | Sell |
16,700
-571
| -3% | -$53.4K | 0.26% | 78 |
|
|
2019
Q4 | $2.02M | Sell |
17,271
-200
| -1% | -$23.4K | 0.27% | 82 |
|
|
2019
Q3 | $2.09M | Buy |
17,471
+1,424
| +9% | +$171K | 0.3% | 80 |
|
|
2019
Q2 | $1.66M | Sell |
16,047
-457
| -3% | -$47.2K | 0.25% | 83 |
|
|
2019
Q1 | $1.84M | Buy |
16,504
+1,640
| +11% | +$183K | 0.3% | 76 |
|
|
2018
Q4 | $1.45M | Sell |
14,864
-1,684
| -10% | -$164K | 0.27% | 80 |
|
|
2018
Q3 | $1.93M | Sell |
16,548
-908
| -5% | -$106K | 0.3% | 78 |
|
|
2018
Q2 | $1.86M | Buy |
17,456
+462
| +3% | +$49.1K | 0.32% | 80 |
|
|
2018
Q1 | $1.78M | Buy |
+16,994
| New | +$1.78M | 0.32% | 77 |
|
|
2015
Q1 | – | Sell |
-4,418
| Closed | -$491K | – | 174 |
|
|
2014
Q4 | $491K | Sell |
4,418
-420
| -9% | -$46.7K | 0.13% | 124 |
|
|
2014
Q3 | $476K | Sell |
4,838
-992
| -17% | -$97.6K | 0.13% | 138 |
|
|
2014
Q2 | $598K | Buy |
+5,830
| New | +$598K | 0.16% | 121 |
|