United Capital 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 | $8.3M | Buy |
82,266
+5,351
| +7% | +$540K | 0.07% | 221 |
|
|
2025
Q1 | $8.46M | Buy |
76,915
+1,592
| +2% | +$175K | 0.07% | 207 |
|
|
2024
Q4 | $9.5M | Sell |
75,323
-3,170
| -4% | -$400K | 0.08% | 182 |
|
|
2024
Q3 | $10.7M | Sell |
78,493
-1,769
| -2% | -$241K | 0.09% | 176 |
|
|
2024
Q2 | $11M | Buy |
80,262
+46,470
| +138% | +$6.36M | 0.09% | 169 |
|
|
2024
Q1 | $5.02M | Sell |
33,792
-7,992
| -19% | -$1.19M | 0.04% | 280 |
|
|
2023
Q4 | $6.57M | Sell |
41,784
-40,754
| -49% | -$6.41M | 0.05% | 250 |
|
|
2023
Q3 | $12.9M | Buy |
82,538
+98
| +0.1% | +$15.3K | 0.08% | 200 |
|
|
2023
Q2 | $14.8M | Sell |
82,440
-3,484
| -4% | -$625K | 0.08% | 190 |
|
|
2023
Q1 | $16.7M | Sell |
85,924
-59,899
| -41% | -$11.6M | 0.09% | 184 |
|
|
2022
Q4 | $25.3M | Sell |
145,823
-36,130
| -20% | -$6.28M | 0.14% | 138 |
|
|
2022
Q3 | $29.4M | Sell |
181,953
-11,930
| -6% | -$1.93M | 0.17% | 117 |
|
|
2022
Q2 | $35.4M | Buy |
193,883
+8,212
| +4% | +$1.5M | 0.19% | 107 |
|
|
2022
Q1 | $39.8M | Sell |
185,671
-3,161
| -2% | -$678K | 0.19% | 107 |
|
|
2021
Q4 | $40.5M | Sell |
188,832
-21,317
| -10% | -$4.57M | 0.19% | 114 |
|
|
2021
Q3 | $38.3M | Buy |
210,149
+2,601
| +1% | +$474K | 0.19% | 109 |
|
|
2021
Q2 | $43.2M | Buy |
207,548
+55,284
| +36% | +$11.5M | 0.22% | 98 |
|
|
2021
Q1 | $25.9M | Sell |
152,264
-7,710
| -5% | -$1.31M | 0.14% | 154 |
|
|
2020
Q4 | $26.9M | Sell |
159,974
-6,073
| -4% | -$1.02M | 0.16% | 140 |
|
|
2020
Q3 | $27.7M | Sell |
166,047
-8,063
| -5% | -$1.34M | 0.18% | 124 |
|
|
2020
Q2 | $19.4M | Sell |
174,110
-2,167
| -1% | -$241K | 0.14% | 161 |
|
|
2020
Q1 | $16.5M | Sell |
176,277
-1,262
| -0.7% | -$118K | 0.14% | 163 |
|
|
2019
Q4 | $20.8M | Buy |
177,539
+6,979
| +4% | +$817K | 0.13% | 184 |
|
|
2019
Q3 | $20.4M | Buy |
170,560
+19,140
| +13% | +$2.29M | 0.14% | 167 |
|
|
2019
Q2 | $15.6M | Buy |
151,420
+88
| +0.1% | +$9.09K | 0.1% | 218 |
|
|
2019
Q1 | $16.9M | Sell |
151,332
-27,859
| -16% | -$3.11M | 0.12% | 188 |
|
|
2018
Q4 | $17.5M | Sell |
179,191
-1,253
| -0.7% | -$122K | 0.14% | 155 |
|
|
2018
Q3 | $21.1M | Buy |
180,444
+964
| +0.5% | +$113K | 0.15% | 151 |
|
|
2018
Q2 | $19.1M | Buy |
179,480
+1,709
| +1% | +$182K | 0.14% | 157 |
|
|
2018
Q1 | $18.6M | Sell |
177,771
-6,594
| -4% | -$690K | 0.14% | 166 |
|
|
2017
Q4 | $21.9M | Sell |
184,365
-5,112
| -3% | -$609K | 0.17% | 135 |
|
|
2017
Q3 | $22.8M | Buy |
189,477
+10,805
| +6% | +$1.3M | 0.19% | 121 |
|
|
2017
Q2 | $19.8M | Buy |
178,672
+919
| +0.5% | +$102K | 0.18% | 127 |
|
|
2017
Q1 | $19.1M | Sell |
177,753
-8,601
| -5% | -$923K | 0.18% | 128 |
|
|
2016
Q4 | $21.4M | Sell |
186,354
-8,985
| -5% | -$1.03M | 0.21% | 104 |
|
|
2016
Q3 | $21.4M | Sell |
195,339
-3,930
| -2% | -$430K | 0.21% | 110 |
|
|
2016
Q2 | $21.5M | Sell |
199,269
-14,322
| -7% | -$1.55M | 0.22% | 95 |
|
|
2016
Q1 | $22.5M | Sell |
213,591
-21,019
| -9% | -$2.22M | 0.25% | 82 |
|
|
2015
Q4 | $22.6M | Sell |
234,610
-15,255
| -6% | -$1.47M | 0.26% | 78 |
|
|
2015
Q3 | $24.7M | Sell |
249,865
-9,371
| -4% | -$925K | 0.3% | 63 |
|
|
2015
Q2 | $25.1M | Buy |
259,236
+9,178
| +4% | +$889K | 0.29% | 80 |
|
|
2015
Q1 | $25.1M | Buy |
250,058
+59,859
| +31% | +$6.02M | 0.31% | 84 |
|
|
2014
Q4 | $21.1M | Buy |
190,199
+8,414
| +5% | +$935K | 0.32% | 80 |
|
|
2014
Q3 | $17.9M | Buy |
181,785
+4,186
| +2% | +$411K | 0.31% | 82 |
|
|
2014
Q2 | $18.2M | Sell |
177,599
-2,885
| -2% | -$296K | 0.34% | 75 |
|
|
2014
Q1 | $17.6M | Buy |
180,484
+25,069
| +16% | +$2.44M | 0.37% | 59 |
|
|
2013
Q4 | $16.3M | Buy |
155,415
+128,842
| +485% | +$13.5M | 0.56% | 42 |
|
|
2013
Q3 | $2.43M | Sell |
26,573
-165,766
| -86% | -$15.1M | 0.08% | 228 |
|
|
2013
Q2 | $16.6M | Buy |
+192,339
| New | +$16.6M | 0.44% | 60 |
|