Valmark Advisers’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 | $459K | Buy |
4,543
+160
| +4% | +$16.2K | 0.01% | 457 |
|
|
2025
Q1 | $482K | Sell |
4,383
-193
| -4% | -$21.2K | 0.01% | 429 |
|
|
2024
Q4 | $577K | Sell |
4,576
-446
| -9% | -$56.2K | 0.01% | 392 |
|
|
2024
Q3 | $685K | Buy |
5,022
+98
| +2% | +$13.4K | 0.01% | 363 |
|
|
2024
Q2 | $674K | Sell |
4,924
-79
| -2% | -$10.8K | 0.01% | 347 |
|
|
2024
Q1 | $744K | Buy |
5,003
+105
| +2% | +$15.6K | 0.01% | 313 |
|
|
2023
Q4 | $770K | Sell |
4,898
-111
| -2% | -$17.5K | 0.01% | 291 |
|
|
2023
Q3 | $781K | Buy |
5,009
+122
| +2% | +$19K | 0.02% | 254 |
|
|
2023
Q2 | $876K | Sell |
4,887
-64
| -1% | -$11.5K | 0.02% | 245 |
|
|
2023
Q1 | $960K | Sell |
4,951
-5
| -0.1% | -$970 | 0.02% | 227 |
|
|
2022
Q4 | $862K | Buy |
4,956
+251
| +5% | +$43.6K | 0.02% | 229 |
|
|
2022
Q3 | $760K | Buy |
4,705
+92
| +2% | +$14.9K | 0.02% | 219 |
|
|
2022
Q2 | $842K | Sell |
4,613
-295
| -6% | -$53.8K | 0.02% | 220 |
|
|
2022
Q1 | $1.05M | Buy |
4,908
+268
| +6% | +$57.5K | 0.02% | 204 |
|
|
2021
Q4 | $995K | Buy |
4,640
+148
| +3% | +$31.7K | 0.02% | 198 |
|
|
2021
Q3 | $818K | Sell |
4,492
-219
| -5% | -$39.9K | 0.02% | 207 |
|
|
2021
Q2 | $980K | Buy |
4,711
+269
| +6% | +$56K | 0.02% | 188 |
|
|
2021
Q1 | $755K | Buy |
4,442
+241
| +6% | +$41K | 0.01% | 215 |
|
|
2020
Q4 | $708K | Buy |
+4,201
| New | +$708K | 0.01% | 209 |
|