Valeo Financial Advisors’s United Parcel Service UPS Stock Holding History

Valeo Financial Advisors’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.8M	Buy	27,769 +3,554	+15%	+$359K	0.07%	135
2025 Q1	$2.66M	Sell	24,215 -1,590	-6%	-$175K	0.07%	120
2024 Q4	$3.25M	Sell	25,805 -1,952	-7%	-$246K	0.09%	107
2024 Q3	$3.78M	Buy	27,757 +3,922	+16%	+$535K	0.11%	93
2024 Q2	$3.26M	Sell	23,835 -1,697	-7%	-$232K	0.1%	99
2024 Q1	$3.75M	Buy	25,532 +1,131	+5%	+$166K	0.13%	84
2023 Q4	$3.84M	Sell	24,401 -2,413	-9%	-$379K	0.15%	80
2023 Q3	$4.18M	Buy	26,814 +1,456	+6%	+$227K	0.19%	68
2023 Q2	$4.55M	Sell	25,358 -1,599	-6%	-$287K	0.21%	66
2023 Q1	$5.23M	Buy	26,957 +1,617	+6%	+$314K	0.25%	59
2022 Q4	$4.41M	Buy	25,340 +1,943	+8%	+$338K	0.24%	62
2022 Q3	$3.78M	Buy	23,397 +35	+0.1%	+$5.66K	0.24%	62
2022 Q2	$4.26M	Sell	23,362 -476	-2%	-$86.9K	0.27%	60
2022 Q1	$5.11M	Buy	23,838 +1,263	+6%	+$271K	0.26%	59
2021 Q4	$4.84M	Sell	22,575 -1,259	-5%	-$270K	0.26%	58
2021 Q3	$4.34M	Sell	23,834 -689	-3%	-$125K	0.25%	60
2021 Q2	$5.1M	Buy	24,523 +500	+2%	+$104K	0.31%	48
2021 Q1	$4.08M	Buy	24,023 +1,512	+7%	+$257K	0.19%	67
2020 Q4	$3.79M	Buy	22,511 +293	+1%	+$49.3K	0.19%	65
2020 Q3	$3.7M	Sell	22,218 -585	-3%	-$97.5K	0.32%	47
2020 Q2	$2.53M	Sell	22,803 -13	-0.1%	-$1.44K	0.23%	67
2020 Q1	$2.25M	Buy	22,816 +176	+0.8%	+$17.4K	0.24%	65
2019 Q4	$2.65M	Buy	22,640 +548	+2%	+$64.1K	0.26%	58
2019 Q3	$2.65M	Sell	22,092 -378	-2%	-$45.3K	0.29%	56
2019 Q2	$2.32M	Sell	22,470 -343	-2%	-$35.4K	0.27%	63
2019 Q1	$2.55M	Buy	22,813 +994	+5%	+$111K	0.31%	55
2018 Q4	$2.13M	Sell	21,819 -472	-2%	-$46K	0.3%	57
2018 Q3	$2.38M	Buy	22,291 +103	+0.5%	+$11K	0.32%	54
2018 Q2	$2.62M	Buy	22,188 +215	+1%	+$25.4K	0.37%	49
2018 Q1	$2.3M	Buy	21,973 +990	+5%	+$104K	0.37%	53
2017 Q4	$2.5M	Buy	20,983 +2,115	+11%	+$252K	0.41%	53
2017 Q3	$2.27M	Buy	+18,868	New	+$2.27M	0.51%	43