Valley Wealth Managers’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 | – | Sell |
-34,136
| Closed | -$3.75M | – | 381 |
|
|
2025
Q1 | $3.75M | Buy |
34,136
+16,285
| +91% | +$1.79M | 0.28% | 84 |
|
|
2024
Q4 | $2.25M | Sell |
17,851
-9,468
| -35% | -$1.19M | 0.17% | 105 |
|
|
2024
Q3 | $3.72M | Buy |
27,319
+1,317
| +5% | +$180K | 0.28% | 88 |
|
|
2024
Q2 | $3.56M | Sell |
26,002
-1,245
| -5% | -$170K | 0.28% | 86 |
|
|
2024
Q1 | $4.05M | Buy |
27,247
+591
| +2% | +$87.8K | 0.31% | 77 |
|
|
2023
Q4 | $4.19M | Buy |
26,656
+1,166
| +5% | +$183K | 0.33% | 74 |
|
|
2023
Q3 | $3.97M | Sell |
25,490
-415
| -2% | -$64.7K | 0.33% | 77 |
|
|
2023
Q2 | $4.64M | Buy |
25,905
+907
| +4% | +$163K | 0.42% | 57 |
|
|
2023
Q1 | $4.85M | Buy |
24,998
+15
| +0.1% | +$2.91K | 0.44% | 53 |
|
|
2022
Q4 | $4.34M | Buy |
24,983
+277
| +1% | +$48.2K | 0.4% | 67 |
|
|
2022
Q3 | $3.99M | Sell |
24,706
-107
| -0.4% | -$17.3K | 0.4% | 65 |
|
|
2022
Q2 | $4.53M | Buy |
24,813
+1,806
| +8% | +$330K | 0.42% | 55 |
|
|
2022
Q1 | $4.93M | Buy |
23,007
+146
| +0.6% | +$31.3K | 0.41% | 54 |
|
|
2021
Q4 | $4.9M | Buy |
22,861
+135
| +0.6% | +$28.9K | 0.39% | 58 |
|
|
2021
Q3 | $4.14M | Sell |
22,726
-13
| -0.1% | -$2.37K | 0.36% | 60 |
|
|
2021
Q2 | $4.73M | Buy |
22,739
+856
| +4% | +$178K | 0.4% | 54 |
|
|
2021
Q1 | $3.72M | Buy |
21,883
+3,313
| +18% | +$563K | 0.33% | 57 |
|
|
2020
Q4 | $3.13M | Sell |
18,570
-335
| -2% | -$56.4K | 0.31% | 64 |
|
|
2020
Q3 | $3.15M | Sell |
18,905
-7,164
| -27% | -$1.19M | 0.35% | 56 |
|
|
2020
Q2 | $2.9M | Sell |
26,069
-1,070
| -4% | -$119K | 0.32% | 61 |
|
|
2020
Q1 | $2.54M | Buy |
27,139
+4,090
| +18% | +$382K | 0.33% | 62 |
|
|
2019
Q4 | $2.7M | Buy |
23,049
+3,565
| +18% | +$417K | 0.27% | 71 |
|
|
2019
Q3 | $2.34M | Sell |
19,484
-1,076
| -5% | -$129K | 0.25% | 73 |
|
|
2019
Q2 | $2.12M | Buy |
20,560
+6,488
| +46% | +$670K | 0.23% | 81 |
|
|
2019
Q1 | $1.57M | Buy |
14,072
+797
| +6% | +$89K | 0.17% | 94 |
|
|
2018
Q4 | $1.3M | Sell |
13,275
-1,083
| -8% | -$106K | 0.17% | 85 |
|
|
2018
Q3 | $1.68M | Sell |
14,358
-180
| -1% | -$21K | 0.2% | 66 |
|
|
2018
Q2 | $1.54M | Sell |
14,538
-470
| -3% | -$49.9K | 0.19% | 78 |
|
|
2018
Q1 | $1.57M | Buy |
15,008
+441
| +3% | +$46.2K | 0.19% | 79 |
|
|
2017
Q4 | $1.74M | Buy |
14,567
+10
| +0.1% | +$1.19K | 0.21% | 70 |
|
|
2017
Q3 | $1.75M | Sell |
14,557
-151
| -1% | -$18.1K | 0.22% | 64 |
|
|
2017
Q2 | $1.63M | Sell |
14,708
-992
| -6% | -$110K | 0.22% | 68 |
|
|
2017
Q1 | $1.69M | Buy |
15,700
+1,917
| +14% | +$206K | 0.22% | 69 |
|
|
2016
Q4 | $1.58M | Sell |
13,783
-207
| -1% | -$23.7K | 0.23% | 69 |
|
|
2016
Q3 | $1.53M | Buy |
+13,990
| New | +$1.53M | 0.22% | 66 |
|