Wealth Alliance’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 | $705K | Buy |
6,987
+89
| +1% | +$8.98K | 0.08% | 226 |
|
|
2025
Q1 | $759K | Buy |
6,898
+97
| +1% | +$10.7K | 0.09% | 200 |
|
|
2024
Q4 | $858K | Sell |
6,801
-618
| -8% | -$77.9K | 0.1% | 185 |
|
|
2024
Q3 | $1.01M | Buy |
7,419
+2,524
| +52% | +$344K | 0.12% | 163 |
|
|
2024
Q2 | $670K | Sell |
4,895
-6,039
| -55% | -$826K | 0.09% | 209 |
|
|
2024
Q1 | $1.63M | Buy |
10,934
+3
| +0% | +$446 | 0.21% | 100 |
|
|
2023
Q4 | $1.72M | Sell |
10,931
-1,104
| -9% | -$174K | 0.24% | 88 |
|
|
2023
Q3 | $1.88M | Buy |
12,035
+62
| +0.5% | +$9.66K | 0.3% | 68 |
|
|
2023
Q2 | $2.15M | Sell |
11,973
-249
| -2% | -$44.6K | 0.32% | 53 |
|
|
2023
Q1 | $2.37M | Buy |
12,222
+1,214
| +11% | +$235K | 0.38% | 47 |
|
|
2022
Q4 | $1.91M | Buy |
11,008
+1,401
| +15% | +$244K | 0.34% | 58 |
|
|
2022
Q3 | $1.55M | Buy |
9,607
+258
| +3% | +$41.7K | 0.31% | 62 |
|
|
2022
Q2 | $1.71M | Buy |
9,349
+3,095
| +49% | +$565K | 0.33% | 64 |
|
|
2022
Q1 | $1.34M | Buy |
6,254
+1,433
| +30% | +$307K | 0.27% | 79 |
|
|
2021
Q4 | $1.03M | Buy |
4,821
+302
| +7% | +$64.8K | 0.21% | 112 |
|
|
2021
Q3 | $823K | Buy |
4,519
+555
| +14% | +$101K | 0.18% | 124 |
|
|
2021
Q2 | $824K | Buy |
3,964
+623
| +19% | +$130K | 0.19% | 125 |
|
|
2021
Q1 | $568K | Buy |
3,341
+590
| +21% | +$100K | 0.16% | 156 |
|
|
2020
Q4 | $464K | Sell |
2,751
-2,952
| -52% | -$498K | 0.14% | 179 |
|
|
2020
Q3 | $950K | Sell |
5,703
-2,476
| -30% | -$412K | 0.34% | 72 |
|
|
2020
Q2 | $909K | Buy |
8,179
+1,492
| +22% | +$166K | 0.36% | 73 |
|
|
2020
Q1 | $625K | Buy |
+6,687
| New | +$625K | 0.34% | 85 |
|