Wealth Enhancement Advisory Services’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 | $75.8M | Buy |
728,340
+203,830
| +39% | +$21.2M | 0.13% | 163 |
|
|
2025
Q1 | $57.7M | Buy |
524,510
+18,420
| +4% | +$2.03M | 0.11% | 179 |
|
|
2024
Q4 | $63.8M | Buy |
506,090
+21,635
| +4% | +$2.73M | 0.12% | 162 |
|
|
2024
Q3 | $66.1M | Buy |
484,455
+82,992
| +21% | +$11.3M | 0.14% | 143 |
|
|
2024
Q2 | $54.9M | Buy |
401,463
+31,539
| +9% | +$4.32M | 0.13% | 157 |
|
|
2024
Q1 | $55M | Sell |
369,924
-219,968
| -37% | -$32.7M | 0.14% | 147 |
|
|
2023
Q4 | $92.7M | Sell |
589,892
-6,345
| -1% | -$998K | 0.27% | 78 |
|
|
2023
Q3 | $92.9M | Buy |
596,237
+529,175
| +789% | +$82.5M | 0.31% | 70 |
|
|
2023
Q2 | $12M | Buy |
67,062
+4,250
| +7% | +$762K | 0.13% | 81 |
|
|
2023
Q1 | $12.2M | Buy |
62,812
+12,988
| +26% | +$2.52M | 0.14% | 79 |
|
|
2022
Q4 | $8.82M | Buy |
+49,824
| New | +$8.82M | 0.11% | 91 |
|
|
2021
Q3 | – | Sell |
-16,382
| Closed | -$3.49M | – | 343 |
|
|
2021
Q2 | $3.49M | Buy |
+16,382
| New | +$3.49M | 0.06% | 120 |
|
|
2020
Q3 | – | Sell |
-22,003
| Closed | -$2.61M | – | 243 |
|
|
2020
Q2 | $2.61M | Buy |
+22,003
| New | +$2.61M | 0.08% | 100 |
|
|
2019
Q2 | – | Sell |
-16,045
| Closed | -$1.82M | – | 243 |
|
|
2019
Q1 | $1.82M | Buy |
+16,045
| New | +$1.82M | 0.1% | 84 |
|
|
2018
Q4 | – | Sell |
-16,978
| Closed | -$1.83M | – | 208 |
|
|
2018
Q3 | $1.83M | Buy |
+16,978
| New | +$1.83M | 0.11% | 69 |
|
|
2017
Q1 | – | Sell |
-13,376
| Closed | -$1.53M | – | 178 |
|
|
2016
Q4 | $1.53M | Buy |
+13,376
| New | +$1.53M | 0.19% | 67 |
|