VCA
Verdence Capital Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Sell |
34,043
-20,511
| -38% | -$2.07M | 0.23% | 102 |
|
|
2025
Q1 | $6M | Buy |
54,554
+12,191
| +29% | +$1.34M | 0.46% | 50 |
|
|
2024
Q4 | $5.34M | Sell |
42,363
-11,926
| -22% | -$1.5M | 0.43% | 52 |
|
|
2024
Q3 | $7.4M | Buy |
54,289
+2,300
| +4% | +$314K | 0.59% | 36 |
|
|
2024
Q2 | $7.11M | Buy |
51,989
+23,349
| +82% | +$3.2M | 0.63% | 35 |
|
|
2024
Q1 | $4.26M | Buy |
28,640
+4,343
| +18% | +$645K | 0.39% | 62 |
|
|
2023
Q4 | $3.82M | Sell |
24,297
-652
| -3% | -$103K | 0.37% | 63 |
|
|
2023
Q3 | $3.89M | Buy |
24,949
+950
| +4% | +$148K | 0.42% | 59 |
|
|
2023
Q2 | $4.3M | Buy |
23,999
+608
| +3% | +$109K | 0.5% | 47 |
|
|
2023
Q1 | $4.54M | Buy |
23,391
+3,056
| +15% | +$593K | 0.55% | 42 |
|
|
2022
Q4 | $3.53M | Sell |
20,335
-278
| -1% | -$48.3K | 0.43% | 50 |
|
|
2022
Q3 | $3.33M | Buy |
20,613
+665
| +3% | +$107K | 0.46% | 57 |
|
|
2022
Q2 | $3.64M | Buy |
19,948
+2,796
| +16% | +$510K | 0.47% | 51 |
|
|
2022
Q1 | $3.68M | Buy |
17,152
+1,012
| +6% | +$217K | 0.42% | 60 |
|
|
2021
Q4 | $3.46M | Sell |
16,140
-46
| -0.3% | -$9.86K | 0.41% | 65 |
|
|
2021
Q3 | $2.95M | Buy |
16,186
+97
| +0.6% | +$17.7K | 0.39% | 66 |
|
|
2021
Q2 | $3.35M | Sell |
16,089
-2,162
| -12% | -$450K | 0.46% | 51 |
|
|
2021
Q1 | $3.1M | Sell |
18,251
-1,103
| -6% | -$188K | 0.52% | 43 |
|
|
2020
Q4 | $3.26M | Sell |
19,354
-4,529
| -19% | -$763K | 0.62% | 37 |
|
|
2020
Q3 | $3.98M | Sell |
23,883
-6,170
| -21% | -$1.03M | 0.91% | 23 |
|
|
2020
Q2 | $3.34M | Buy |
30,053
+3,727
| +14% | +$414K | 0.82% | 29 |
|
|
2020
Q1 | $2.46M | Buy |
26,326
+3,682
| +16% | +$344K | 0.74% | 35 |
|
|
2019
Q4 | $2.65M | Sell |
22,644
-3,574
| -14% | -$418K | 0.65% | 41 |
|
|
2019
Q3 | $3.14M | Buy |
26,218
+644
| +3% | +$77.2K | 0.88% | 26 |
|
|
2019
Q2 | $2.64M | Sell |
25,574
-1,719
| -6% | -$178K | 0.76% | 35 |
|
|
2019
Q1 | $3.05M | Buy |
27,293
+3,931
| +17% | +$439K | 0.83% | 37 |
|
|
2018
Q4 | $2.28M | Buy |
23,362
+2,698
| +13% | +$263K | 0.64% | 47 |
|
|
2018
Q3 | $2.41M | Buy |
20,664
+1,520
| +8% | +$177K | 0.6% | 46 |
|
|
2018
Q2 | $2.03M | Buy |
19,144
+1,715
| +10% | +$182K | 0.49% | 55 |
|
|
2018
Q1 | $1.82M | Buy |
17,429
+3,139
| +22% | +$329K | 0.44% | 55 |
|
|
2017
Q4 | $1.7M | Buy |
+14,290
| New | +$1.7M | 0.41% | 53 |
|