TA
TFG Advisers’s United Parcel Service UPS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $833K | Buy |
8,252
+453
| +6% | +$45.7K | 0.29% | 94 |
|
2025
Q1 | $858K | Sell |
7,799
-1
| -0% | -$110 | 0.31% | 85 |
|
2024
Q4 | $984K | Buy |
7,800
+375
| +5% | +$47.3K | 0.35% | 77 |
|
2024
Q3 | $1.01M | Sell |
7,425
-63
| -0.8% | -$8.59K | 0.36% | 74 |
|
2024
Q2 | $1.02M | Sell |
7,488
-79
| -1% | -$10.8K | 0.4% | 70 |
|
2024
Q1 | $1.12M | Sell |
7,567
-74
| -1% | -$11K | 0.44% | 66 |
|
2023
Q4 | $1.2M | Sell |
7,641
-221
| -3% | -$34.7K | 0.5% | 59 |
|
2023
Q3 | $1.23M | Sell |
7,862
-176
| -2% | -$27.4K | 0.58% | 49 |
|
2023
Q2 | $1.44M | Buy |
8,038
+372
| +5% | +$66.7K | 0.66% | 42 |
|
2023
Q1 | $1.49M | Buy |
7,666
+329
| +4% | +$63.8K | 0.72% | 38 |
|
2022
Q4 | $1.28M | Buy |
7,337
+83
| +1% | +$14.4K | 0.65% | 42 |
|
2022
Q3 | $1.17M | Buy |
7,254
+57
| +0.8% | +$9.21K | 0.65% | 44 |
|
2022
Q2 | $1.31M | Buy |
7,197
+97
| +1% | +$17.7K | 0.7% | 39 |
|
2022
Q1 | $1.52M | Buy |
7,100
+14
| +0.2% | +$3K | 0.7% | 39 |
|
2021
Q4 | $1.52M | Buy |
7,086
+135
| +2% | +$28.9K | 0.66% | 42 |
|
2021
Q3 | $1.27M | Buy |
6,951
+483
| +7% | +$88K | 0.61% | 51 |
|
2021
Q2 | $1.35M | Buy |
6,468
+185
| +3% | +$38.5K | 0.65% | 49 |
|
2021
Q1 | $1.07M | Buy |
6,283
+217
| +4% | +$36.9K | 0.55% | 57 |
|
2020
Q4 | $1.02M | Buy |
6,066
+64
| +1% | +$10.8K | 0.54% | 59 |
|
2020
Q3 | $1M | Buy |
6,002
+370
| +7% | +$61.6K | 0.58% | 57 |
|
2020
Q2 | $626K | Buy |
5,632
+412
| +8% | +$45.8K | 0.41% | 73 |
|
2020
Q1 | $487K | Buy |
5,220
+573
| +12% | +$53.5K | 0.39% | 79 |
|
2019
Q4 | $544K | Buy |
4,647
+255
| +6% | +$29.9K | 0.31% | 89 |
|
2019
Q3 | $526K | Buy |
4,392
+67
| +2% | +$8.02K | 0.35% | 87 |
|
2019
Q2 | $446K | Buy |
4,325
+148
| +4% | +$15.3K | 0.3% | 96 |
|
2019
Q1 | $466K | Buy |
4,177
+99
| +2% | +$11K | 0.34% | 92 |
|
2018
Q4 | $397K | Buy |
+4,078
| New | +$397K | 0.33% | 97 |
|