United Advisor Group’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 | $6.5M | Buy |
64,389
+1,123
| +2% | +$113K | 1.12% | 17 |
|
|
2025
Q1 | $6.96M | Buy |
63,266
+1,744
| +3% | +$192K | 1.43% | 14 |
|
|
2024
Q4 | $7.76M | Sell |
61,522
-180
| -0.3% | -$22.7K | 1.53% | 10 |
|
|
2024
Q3 | $8.41M | Buy |
61,702
+1,431
| +2% | +$195K | 1.9% | 7 |
|
|
2024
Q2 | $8.25M | Buy |
60,271
+1,497
| +3% | +$205K | 2.56% | 4 |
|
|
2024
Q1 | $8.74M | Sell |
58,774
-14,123
| -19% | -$2.1M | 3.28% | 2 |
|
|
2023
Q4 | $11.6M | Buy |
+72,897
| New | +$11.6M | 13.95% | 2 |
|