Transamerica Financial 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 | $1.5K | Sell |
15
-15
| -50% | -$1.5K | ﹤0.01% | 397 |
|
|
2025
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 376 |
|
|
2024
Q4 | $4K | Sell |
30
-16
| -35% | -$2.13K | ﹤0.01% | 370 |
|
|
2024
Q3 | $7K | Sell |
46
-7,124
| -99% | -$1.08M | ﹤0.01% | 340 |
|
|
2024
Q2 | $982K | Hold |
7,170
| – | – | 0.1% | 135 |
|
|
2024
Q1 | $1.07M | Buy |
7,170
+1,091
| +18% | +$162K | 0.11% | 144 |
|
|
2023
Q4 | $956K | Sell |
6,079
-2,394
| -28% | -$376K | 0.13% | 116 |
|
|
2023
Q3 | $1.32M | Buy |
8,473
+43
| +0.5% | +$6.7K | 0.18% | 106 |
|
|
2023
Q2 | $1.51M | Buy |
8,430
+252
| +3% | +$45.2K | 0.2% | 93 |
|
|
2023
Q1 | $1.59M | Buy |
8,178
+252
| +3% | +$48.9K | 0.21% | 86 |
|
|
2022
Q4 | $1.38M | Buy |
7,926
+1,273
| +19% | +$221K | 0.2% | 97 |
|
|
2022
Q3 | $1.08M | Buy |
6,653
+990
| +17% | +$160K | 0.16% | 101 |
|
|
2022
Q2 | $1.03M | Buy |
5,663
+5,659
| +141,475% | +$1.03M | 0.15% | 110 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | 0.04% | 104 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | 0.03% | 115 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | 0.03% | 113 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | 0.02% | 192 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | 0.02% | 192 |
|
|
2020
Q4 | $1K | Sell |
4
-3
| -43% | -$750 | 0.02% | 187 |
|
|
2020
Q3 | $2K | Sell |
7
-2,290
| -100% | -$654K | 0.04% | 128 |
|
|
2020
Q2 | $256K | Buy |
+2,297
| New | +$256K | 0.06% | 139 |
|
|
2019
Q3 | – | Sell |
-1,406
| Closed | -$146K | – | 495 |
|
|
2019
Q2 | $146K | Buy |
+1,406
| New | +$146K | 0.03% | 187 |
|
|
2019
Q1 | – | Sell |
-644
| Closed | -$63K | – | 431 |
|
|
2018
Q4 | $63K | Buy |
644
+328
| +104% | +$32.1K | 0.02% | 197 |
|
|
2018
Q3 | $37K | Buy |
316
+309
| +4,414% | +$36.2K | 0.01% | 242 |
|
|
2018
Q2 | $1K | Buy |
7
+6
| +600% | +$857 | ﹤0.01% | 468 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 425 |
|
|
2017
Q4 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 402 |
|
|
2017
Q3 | $1K | Sell |
2
-1
| -33% | -$500 | ﹤0.01% | 394 |
|
|
2017
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 373 |
|
|
2017
Q1 | $1K | Sell |
3
-2
| -40% | -$667 | ﹤0.01% | 367 |
|
|
2016
Q4 | $1K | Sell |
5
-17
| -77% | -$3.4K | ﹤0.01% | 404 |
|
|
2016
Q3 | $3K | Sell |
22
-5
| -19% | -$682 | ﹤0.01% | 302 |
|
|
2016
Q2 | $3K | Sell |
27
-278
| -91% | -$30.9K | ﹤0.01% | 274 |
|
|
2016
Q1 | $33K | Sell |
305
-7,080
| -96% | -$766K | ﹤0.01% | 425 |
|
|
2015
Q4 | $711K | Buy |
7,385
+413
| +6% | +$39.8K | 0.05% | 203 |
|
|
2015
Q3 | $689K | Buy |
6,972
+324
| +5% | +$32K | 0.06% | 185 |
|
|
2015
Q2 | $645K | Buy |
6,648
+75
| +1% | +$7.28K | 0.05% | 209 |
|
|
2015
Q1 | $638K | Buy |
6,573
+560
| +9% | +$54.4K | 0.04% | 210 |
|
|
2014
Q4 | $669K | Buy |
6,013
+940
| +19% | +$105K | 0.05% | 161 |
|
|
2014
Q3 | $499K | Buy |
5,073
+65
| +1% | +$6.39K | 0.05% | 159 |
|
|
2014
Q2 | $515K | Buy |
5,008
+4,315
| +623% | +$444K | 0.04% | 174 |
|
|
2014
Q1 | $68K | Buy |
693
+24
| +4% | +$2.36K | 0.01% | 334 |
|
|
2013
Q4 | $71K | Sell |
669
-4,712
| -88% | -$500K | 0.01% | 306 |
|
|
2013
Q3 | $492K | Buy |
5,381
+1,222
| +29% | +$112K | 0.06% | 141 |
|
|
2013
Q2 | $360K | Buy |
+4,159
| New | +$360K | 0.06% | 138 |
|