Vance Wealth’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 | $292K | Buy |
2,889
+74
| +3% | +$7.47K | 0.1% | 92 |
|
|
2025
Q1 | $310K | Sell |
2,815
-178
| -6% | -$19.6K | 0.12% | 85 |
|
|
2024
Q4 | $377K | Buy |
2,993
+33
| +1% | +$4.16K | 0.15% | 67 |
|
|
2024
Q3 | $404K | Sell |
2,960
-10
| -0.3% | -$1.36K | 0.15% | 65 |
|
|
2024
Q2 | $406K | Sell |
2,970
-1
| -0% | -$137 | 0.17% | 62 |
|
|
2024
Q1 | $442K | Buy |
2,971
+20
| +0.7% | +$2.97K | 0.18% | 54 |
|
|
2023
Q4 | $464K | Buy |
2,951
+2
| +0.1% | +$314 | 0.2% | 49 |
|
|
2023
Q3 | $460K | Hold |
2,949
| – | – | 0.22% | 48 |
|
|
2023
Q2 | $529K | Hold |
2,949
| – | – | 0.24% | 43 |
|
|
2023
Q1 | $572K | Buy |
2,949
+33
| +1% | +$6.4K | 0.31% | 41 |
|
|
2022
Q4 | $507K | Hold |
2,916
| – | – | 0.32% | 38 |
|
|
2022
Q3 | $471K | Buy |
2,916
+136
| +5% | +$22K | 0.36% | 33 |
|
|
2022
Q2 | $507K | Hold |
2,780
| – | – | 0.39% | 30 |
|
|
2022
Q1 | $596K | Sell |
2,780
-95
| -3% | -$20.4K | 0.75% | 22 |
|
|
2021
Q4 | $616K | Buy |
+2,875
| New | +$616K | 0.6% | 17 |
|