Wealth Architects’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 | – | Sell |
-3,788
| Closed | -$417K | – | 239 |
|
|
2025
Q1 | $417K | Buy |
+3,788
| New | +$417K | 0.05% | 146 |
|
|
2023
Q3 | – | Sell |
-1,319
| Closed | -$236K | – | 196 |
|
|
2023
Q2 | $236K | Buy |
1,319
+102
| +8% | +$18.3K | 0.04% | 163 |
|
|
2023
Q1 | $236K | Buy |
1,217
+6
| +0.5% | +$1.16K | 0.04% | 162 |
|
|
2022
Q4 | $211K | Sell |
1,211
-108
| -8% | -$18.8K | 0.04% | 162 |
|
|
2022
Q3 | $213K | Buy |
+1,319
| New | +$213K | 0.04% | 155 |
|
|
2022
Q2 | – | Sell |
-977
| Closed | -$210K | – | 210 |
|
|
2022
Q1 | $210K | Sell |
977
-213
| -18% | -$45.8K | 0.04% | 188 |
|
|
2021
Q4 | $255K | Sell |
1,190
-71
| -6% | -$15.2K | 0.04% | 160 |
|
|
2021
Q3 | $230K | Buy |
1,261
+170
| +16% | +$31K | 0.04% | 162 |
|
|
2021
Q2 | $227K | Buy |
+1,091
| New | +$227K | 0.04% | 161 |
|
|
2018
Q3 | – | Sell |
-1,915
| Closed | -$203K | – | 138 |
|
|
2018
Q2 | $203K | Sell |
1,915
-166
| -8% | -$17.6K | 0.07% | 124 |
|
|
2018
Q1 | $218K | Sell |
2,081
-62
| -3% | -$6.5K | 0.07% | 114 |
|
|
2017
Q4 | $255K | Buy |
2,143
+60
| +3% | +$7.14K | 0.08% | 108 |
|
|
2017
Q3 | $250K | Sell |
2,083
-4,064
| -66% | -$488K | 0.09% | 109 |
|
|
2017
Q2 | $679K | Sell |
6,147
-1,037
| -14% | -$115K | 0.25% | 49 |
|
|
2017
Q1 | $771K | Sell |
7,184
-19
| -0.3% | -$2.04K | 0.31% | 39 |
|
|
2016
Q4 | $826K | Sell |
7,203
-1,481
| -17% | -$170K | 0.37% | 36 |
|
|
2016
Q3 | $949K | Hold |
8,684
| – | – | 0.44% | 31 |
|
|
2016
Q2 | $935K | Sell |
8,684
-74
| -0.8% | -$7.97K | 0.45% | 31 |
|
|
2016
Q1 | $924K | Hold |
8,758
| – | – | 0.46% | 30 |
|
|
2015
Q4 | $843K | Buy |
8,758
+19
| +0.2% | +$1.83K | 0.42% | 36 |
|
|
2015
Q3 | $862K | Sell |
8,739
-592
| -6% | -$58.4K | 0.46% | 32 |
|
|
2015
Q2 | $904K | Buy |
9,331
+5,832
| +167% | +$565K | 0.49% | 28 |
|
|
2015
Q1 | $339K | Sell |
3,499
-5,861
| -63% | -$568K | 0.2% | 69 |
|
|
2014
Q4 | $1.04M | Buy |
+9,360
| New | +$1.04M | 0.61% | 20 |
|