U.S. Capital Wealth 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 | $9.1M | Buy |
90,127
+9,755
| +12% | +$985K | 0.27% | 95 |
|
|
2025
Q1 | $8.84M | Buy |
80,372
+19,317
| +32% | +$2.12M | 0.27% | 94 |
|
|
2024
Q4 | $7.7M | Sell |
61,055
-55,360
| -48% | -$6.98M | 0.24% | 92 |
|
|
2024
Q3 | $15.9M | Buy |
116,415
+11,819
| +11% | +$1.61M | 0.56% | 35 |
|
|
2024
Q2 | $14.3M | Buy |
104,596
+5,627
| +6% | +$770K | 0.54% | 40 |
|
|
2024
Q1 | $14.7M | Buy |
98,969
+8,199
| +9% | +$1.22M | 0.57% | 34 |
|
|
2023
Q4 | $14.3M | Buy |
90,770
+29,822
| +49% | +$4.69M | 0.57% | 33 |
|
|
2023
Q3 | $9.5M | Buy |
60,948
+1,168
| +2% | +$182K | 0.43% | 51 |
|
|
2023
Q2 | $10.7M | Buy |
59,780
+5,605
| +10% | +$1M | 0.51% | 42 |
|
|
2023
Q1 | $10.5M | Buy |
54,175
+3,876
| +8% | +$752K | 0.49% | 39 |
|
|
2022
Q4 | $8.74M | Sell |
50,299
-47
| -0.1% | -$8.17K | 0.41% | 46 |
|
|
2022
Q3 | $8.13M | Buy |
50,346
+1,710
| +4% | +$276K | 0.41% | 43 |
|
|
2022
Q2 | $8.88M | Buy |
48,636
+4,250
| +10% | +$776K | 0.39% | 54 |
|
|
2022
Q1 | $9.52M | Buy |
44,386
+5,338
| +14% | +$1.14M | 0.35% | 55 |
|
|
2021
Q4 | $8.37M | Sell |
39,048
-3,038
| -7% | -$651K | 0.33% | 70 |
|
|
2021
Q3 | $7.56M | Buy |
+42,086
| New | +$7.56M | 0.33% | 73 |
|