Visionary Wealth Advisors’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 | $7.19M | Buy |
71,193
+6,659
| +10% | +$672K | 0.37% | 78 |
|
|
2025
Q1 | $7.1M | Buy |
64,534
+4,401
| +7% | +$484K | 0.43% | 72 |
|
|
2024
Q4 | $7.58M | Sell |
60,133
-20,118
| -25% | -$2.54M | 0.44% | 66 |
|
|
2024
Q3 | $10.9M | Buy |
80,251
+17,998
| +29% | +$2.45M | 0.67% | 37 |
|
|
2024
Q2 | $8.52M | Buy |
62,253
+1,924
| +3% | +$263K | 0.56% | 50 |
|
|
2024
Q1 | $8.97M | Buy |
60,329
+9,229
| +18% | +$1.37M | 0.61% | 43 |
|
|
2023
Q4 | $8.03M | Buy |
51,100
+1,576
| +3% | +$248K | 0.59% | 42 |
|
|
2023
Q3 | $7.72M | Buy |
49,524
+324
| +0.7% | +$50.5K | 0.63% | 40 |
|
|
2023
Q2 | $8.82M | Buy |
49,200
+1,145
| +2% | +$205K | 0.71% | 33 |
|
|
2023
Q1 | $9.32M | Buy |
48,055
+1,504
| +3% | +$292K | 0.79% | 29 |
|
|
2022
Q4 | $8.09M | Buy |
46,551
+2,525
| +6% | +$439K | 0.75% | 34 |
|
|
2022
Q3 | $7.11M | Buy |
44,026
+2,317
| +6% | +$374K | 0.74% | 34 |
|
|
2022
Q2 | $7.61M | Buy |
41,709
+3,078
| +8% | +$562K | 0.68% | 36 |
|
|
2022
Q1 | $8.29M | Buy |
38,631
+3,181
| +9% | +$682K | 0.67% | 36 |
|
|
2021
Q4 | $7.6M | Buy |
35,450
+699
| +2% | +$150K | 0.62% | 38 |
|
|
2021
Q3 | $6.33M | Sell |
34,751
-1,458
| -4% | -$265K | 0.65% | 39 |
|
|
2021
Q2 | $7.53M | Sell |
36,209
-59
| -0.2% | -$12.3K | 0.76% | 35 |
|
|
2021
Q1 | $6.17M | Sell |
36,268
-2,768
| -7% | -$471K | 0.65% | 40 |
|
|
2020
Q4 | $6.57M | Buy |
39,036
+636
| +2% | +$107K | 0.74% | 35 |
|
|
2020
Q3 | $6.4M | Sell |
38,400
-2,697
| -7% | -$449K | 0.9% | 33 |
|
|
2020
Q2 | $4.57M | Buy |
41,097
+2,474
| +6% | +$275K | 0.7% | 38 |
|
|
2020
Q1 | $3.61M | Buy |
38,623
+2,674
| +7% | +$250K | 0.68% | 49 |
|
|
2019
Q4 | $4.21M | Buy |
+35,949
| New | +$4.21M | 0.75% | 42 |
|