VisionPoint Advisory Group’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 | $698K | Buy |
6,912
+2,132
| +45% | +$215K | 0.15% | 148 |
|
|
2025
Q1 | $526K | Buy |
4,780
+737
| +18% | +$81.1K | 0.18% | 109 |
|
|
2024
Q4 | $501K | Sell |
4,043
-676
| -14% | -$83.7K | 0.17% | 111 |
|
|
2024
Q3 | $643K | Buy |
4,719
+4,521
| +2,283% | +$616K | 0.22% | 100 |
|
|
2024
Q2 | $27.1K | Sell |
198
-69
| -26% | -$9.44K | 0.01% | 354 |
|
|
2024
Q1 | $39.7K | Buy |
267
+15
| +6% | +$2.23K | 0.01% | 296 |
|
|
2023
Q4 | $39.6K | Buy |
252
+13
| +5% | +$2.04K | 0.01% | 275 |
|
|
2023
Q3 | $37.3K | Buy |
239
+98
| +70% | +$15.3K | 0.02% | 271 |
|
|
2023
Q2 | $25.3K | Buy |
+141
| New | +$25.3K | 0.01% | 266 |
|