United Capital Financial Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.3M | Buy |
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|
2025
Q1 | $8.46M | Buy |
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|
2024
Q4 | $9.5M | Sell |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $5.02M | Sell |
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|
2023
Q4 | $6.57M | Sell |
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|
2023
Q3 | $12.9M | Buy |
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|
2023
Q2 | $14.8M | Sell |
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|
2023
Q1 | $16.7M | Sell |
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|
2022
Q4 | $25.3M | Sell |
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|
2022
Q3 | $29.4M | Sell |
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|
2022
Q2 | $35.4M | Buy |
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|
2022
Q1 | $39.8M | Sell |
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|
2021
Q4 | $40.5M | Sell |
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|
2021
Q3 | $38.3M | Buy |
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|
2021
Q2 | $43.2M | Buy |
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|
2021
Q1 | $25.9M | Sell |
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|
2020
Q4 | $26.9M | Sell |
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|
2020
Q3 | $27.7M | Sell |
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|
2020
Q2 | $19.4M | Sell |
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|
2020
Q1 | $16.5M | Sell |
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|
2019
Q4 | $20.8M | Buy |
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|
2019
Q3 | $20.4M | Buy |
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|
2019
Q2 | $15.6M | Buy |
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|
2019
Q1 | $16.9M | Sell |
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|
2018
Q4 | $17.5M | Sell |
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|
2018
Q3 | $21.1M | Buy |
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|
2018
Q2 | $19.1M | Buy |
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|
2018
Q1 | $18.6M | Sell |
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|
2017
Q4 | $21.9M | Sell |
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|
2017
Q3 | $22.8M | Buy |
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|
2017
Q2 | $19.8M | Buy |
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|
2017
Q1 | $19.1M | Sell |
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|
2016
Q4 | $21.4M | Sell |
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|
2016
Q3 | $21.4M | Sell |
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|
2016
Q2 | $21.5M | Sell |
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|
2016
Q1 | $22.5M | Sell |
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|
2015
Q4 | $22.6M | Sell |
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|
2015
Q3 | $24.7M | Sell |
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|
2015
Q2 | $25.1M | Buy |
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|
2015
Q1 | $25.1M | Buy |
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|
2014
Q4 | $21.1M | Buy |
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|
2014
Q3 | $17.9M | Buy |
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|
2014
Q2 | $18.2M | Sell |
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|
2014
Q1 | $17.6M | Buy |
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|
2013
Q4 | $16.3M | Buy |
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|
2013
Q3 | $2.43M | Sell |
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|
2013
Q2 | $16.6M | Buy |
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