Univest Financial’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
Q1 | – | Sell |
-1,768
| Closed | -$223K | – | 289 |
|
|
2024
Q4 | $223K | Sell |
1,768
-711
| -29% | -$89.6K | 0.01% | 263 |
|
|
2024
Q3 | $338K | Buy |
+2,479
| New | +$338K | 0.02% | 229 |
|
|
2023
Q2 | – | Sell |
-1,751
| Closed | -$340K | – | 122 |
|
|
2023
Q1 | $340K | Buy |
1,751
+2
| +0.1% | +$388 | 0.11% | 73 |
|
|
2022
Q4 | $304K | Sell |
1,749
-111
| -6% | -$19.3K | 0.1% | 81 |
|
|
2022
Q3 | $300K | Sell |
1,860
-109
| -6% | -$17.6K | 0.1% | 82 |
|
|
2022
Q2 | $359K | Sell |
1,969
-94
| -5% | -$17.1K | 0.12% | 72 |
|
|
2022
Q1 | $442K | Sell |
2,063
-35
| -2% | -$7.5K | 0.12% | 70 |
|
|
2021
Q4 | $450K | Sell |
2,098
-355
| -14% | -$76.1K | 0.11% | 70 |
|
|
2021
Q3 | $447K | Sell |
2,453
-123
| -5% | -$22.4K | 0.12% | 67 |
|
|
2021
Q2 | $536K | Sell |
2,576
-419
| -14% | -$87.2K | 0.15% | 62 |
|
|
2021
Q1 | $509K | Buy |
2,995
+16
| +0.5% | +$2.72K | 0.14% | 63 |
|
|
2020
Q4 | $502K | Sell |
2,979
-667
| -18% | -$112K | 0.15% | 67 |
|
|
2020
Q3 | $608K | Sell |
3,646
-1,773
| -33% | -$296K | 0.19% | 62 |
|
|
2020
Q2 | $602K | Buy |
5,419
+269
| +5% | +$29.9K | 0.2% | 60 |
|
|
2020
Q1 | $481K | Buy |
+5,150
| New | +$481K | 0.19% | 71 |
|