Spire 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 | $534K | Sell |
5,287
-27,317
| -84% | -$2.76M | 0.02% | 490 |
|
|
2025
Q1 | $3.59M | Buy |
32,604
+21,533
| +194% | +$2.37M | 0.11% | 160 |
|
|
2024
Q4 | $1.4M | Buy |
11,071
+871
| +9% | +$110K | 0.04% | 318 |
|
|
2024
Q3 | $1.39M | Sell |
10,200
-2,185
| -18% | -$298K | 0.05% | 302 |
|
|
2024
Q2 | $1.69M | Buy |
12,385
+726
| +6% | +$99.4K | 0.06% | 252 |
|
|
2024
Q1 | $1.73M | Buy |
11,659
+230
| +2% | +$34.2K | 0.03% | 273 |
|
|
2023
Q4 | $1.79M | Buy |
11,429
+537
| +5% | +$84.3K | 0.06% | 260 |
|
|
2023
Q3 | $1.7M | Buy |
10,892
+5,183
| +91% | +$808K | 0.06% | 244 |
|
|
2023
Q2 | $1.02M | Sell |
5,709
-1,027
| -15% | -$184K | 0.04% | 346 |
|
|
2023
Q1 | $1.31M | Buy |
6,736
+3,036
| +82% | +$589K | 0.05% | 293 |
|
|
2022
Q4 | $643K | Buy |
3,700
+458
| +14% | +$79.6K | 0.04% | 307 |
|
|
2022
Q3 | $524K | Sell |
3,242
-8,249
| -72% | -$1.33M | 0.03% | 323 |
|
|
2022
Q2 | $2.1M | Sell |
11,491
-4,387
| -28% | -$801K | 0.09% | 207 |
|
|
2022
Q1 | $3.41M | Sell |
15,878
-781
| -5% | -$167K | 0.09% | 198 |
|
|
2021
Q4 | $3.56M | Buy |
16,659
+2,188
| +15% | +$468K | 0.08% | 211 |
|
|
2021
Q3 | $2.64M | Buy |
14,471
+858
| +6% | +$156K | 0.07% | 240 |
|
|
2021
Q2 | $2.83M | Sell |
13,613
-2,894
| -18% | -$602K | 0.08% | 232 |
|
|
2021
Q1 | $2M | Buy |
+16,507
| New | +$2M | 0.05% | 281 |
|