Toth Financial Advisory’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 | $66.1K | Sell |
654
-72
| -10% | -$7.27K | 0.01% | 277 |
|
|
2025
Q1 | $79.9K | Buy |
726
+40
| +6% | +$4.4K | 0.01% | 253 |
|
|
2024
Q4 | $86.5K | Sell |
686
-23
| -3% | -$2.9K | 0.01% | 251 |
|
|
2024
Q3 | $96.6K | Sell |
709
-113
| -14% | -$15.4K | 0.01% | 234 |
|
|
2024
Q2 | $112K | Sell |
822
-32
| -4% | -$4.38K | 0.01% | 227 |
|
|
2024
Q1 | $127K | Sell |
854
-14
| -2% | -$2.08K | 0.02% | 220 |
|
|
2023
Q4 | $136K | Sell |
868
-16
| -2% | -$2.52K | 0.02% | 222 |
|
|
2023
Q3 | $138K | Sell |
884
-16
| -2% | -$2.49K | 0.02% | 209 |
|
|
2023
Q2 | $161K | Sell |
900
-19
| -2% | -$3.41K | 0.02% | 207 |
|
|
2023
Q1 | $178K | Buy |
919
+152
| +20% | +$29.5K | 0.03% | 194 |
|
|
2022
Q4 | $133K | Buy |
767
+11
| +1% | +$1.91K | 0.02% | 213 |
|
|
2022
Q3 | $122K | Buy |
756
+1
| +0.1% | +$161 | 0.02% | 197 |
|
|
2022
Q2 | $138K | Buy |
755
+35
| +5% | +$6.4K | 0.02% | 193 |
|
|
2022
Q1 | $154K | Buy |
720
+11
| +2% | +$2.35K | 0.02% | 202 |
|
|
2021
Q4 | $152K | Buy |
709
+17
| +2% | +$3.65K | 0.02% | 215 |
|
|
2021
Q3 | $126K | Buy |
692
+1
| +0.1% | +$182 | 0.02% | 222 |
|
|
2021
Q2 | $144K | Buy |
691
+206
| +42% | +$42.9K | 0.02% | 196 |
|
|
2021
Q1 | $82K | Buy |
485
+1
| +0.2% | +$169 | 0.01% | 247 |
|
|
2020
Q4 | $81K | Buy |
484
+1
| +0.2% | +$167 | 0.01% | 229 |
|
|
2020
Q3 | $80K | Buy |
483
+1
| +0.2% | +$166 | 0.02% | 217 |
|
|
2020
Q2 | $54K | Buy |
482
+1
| +0.2% | +$112 | 0.01% | 221 |
|
|
2020
Q1 | $45K | Buy |
481
+2
| +0.4% | +$187 | 0.01% | 185 |
|
|
2019
Q4 | $56K | Sell |
479
-2,149
| -82% | -$251K | 0.01% | 209 |
|
|
2019
Q3 | $315K | Buy |
2,628
+2,151
| +451% | +$258K | 0.07% | 137 |
|
|
2019
Q2 | $49K | Sell |
477
-43
| -8% | -$4.42K | 0.01% | 225 |
|
|
2019
Q1 | $58K | Buy |
520
+1
| +0.2% | +$112 | 0.01% | 207 |
|
|
2018
Q4 | $51K | Sell |
519
-89
| -15% | -$8.75K | 0.01% | 182 |
|
|
2018
Q3 | $71K | Buy |
608
+1
| +0.2% | +$117 | 0.02% | 193 |
|
|
2018
Q2 | $64K | Buy |
607
+51
| +9% | +$5.38K | 0.02% | 197 |
|
|
2018
Q1 | $58K | Buy |
556
+101
| +22% | +$10.5K | 0.01% | 204 |
|
|
2017
Q4 | $54K | Buy |
+455
| New | +$54K | 0.01% | 204 |
|