V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $280K | Sell |
1,795
-5,586
| -76% | -$871K | 0.22% | 85 |
|
|
2023
Q2 | $1.32M | Buy |
7,381
+99
| +1% | +$17.7K | 0.22% | 95 |
|
|
2023
Q1 | $1.41M | Sell |
7,282
-98
| -1% | -$19K | 0.26% | 83 |
|
|
2022
Q4 | $1.28M | Buy |
7,380
+1,409
| +24% | +$245K | 0.27% | 84 |
|
|
2022
Q3 | $964K | Sell |
5,971
-2,083
| -26% | -$336K | 0.19% | 115 |
|
|
2022
Q2 | $1.47M | Sell |
8,054
-182
| -2% | -$33.2K | 0.28% | 86 |
|
|
2022
Q1 | $1.77M | Buy |
8,236
+343
| +4% | +$73.5K | 0.28% | 80 |
|
|
2021
Q4 | $1.69M | Sell |
7,893
-250
| -3% | -$53.6K | 0.25% | 87 |
|
|
2021
Q3 | $1.48M | Buy |
8,143
+73
| +0.9% | +$13.3K | 0.23% | 102 |
|
|
2021
Q2 | $1.68M | Buy |
8,070
+73
| +0.9% | +$15.2K | 0.27% | 90 |
|
|
2021
Q1 | $1.36M | Buy |
7,997
+591
| +8% | +$100K | 0.25% | 102 |
|
|
2020
Q4 | $1.25M | Buy |
7,406
+4,204
| +131% | +$708K | 0.26% | 104 |
|
|
2020
Q3 | $534K | Sell |
3,202
-5,382
| -63% | -$898K | 0.37% | 74 |
|
|
2020
Q2 | $954K | Buy |
8,584
+480
| +6% | +$53.3K | 0.25% | 100 |
|
|
2020
Q1 | $757K | Buy |
8,104
+3,675
| +83% | +$343K | 0.24% | 113 |
|
|
2019
Q4 | $531K | Hold |
4,429
| – | – | 0.19% | 127 |
|
|
2019
Q3 | $531K | Buy |
4,429
+120
| +3% | +$14.4K | 0.19% | 128 |
|
|
2019
Q2 | $448K | Buy |
4,309
+613
| +17% | +$63.7K | 0.17% | 146 |
|
|
2019
Q1 | $416K | Buy |
3,696
+584
| +19% | +$65.7K | 0.17% | 139 |
|
|
2018
Q4 | $306K | Sell |
3,112
-106
| -3% | -$10.4K | 0.16% | 152 |
|
|
2018
Q3 | $378K | Buy |
3,218
+261
| +9% | +$30.7K | 0.17% | 147 |
|
|
2018
Q2 | $323K | Buy |
2,957
+130
| +5% | +$14.2K | 0.18% | 138 |
|
|
2018
Q1 | $292K | Buy |
2,827
+203
| +8% | +$21K | 0.16% | 149 |
|
|
2017
Q4 | $346K | Buy |
+2,624
| New | +$346K | 0.17% | 135 |
|
|
2017
Q3 | – | Sell |
-923
| Closed | -$102K | – | 680 |
|
|
2017
Q2 | $102K | Buy |
+923
| New | +$102K | 0.05% | 238 |
|