Wealthcare Advisory Partners’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 | $6.12M | Sell |
60,606
-1,030
| -2% | -$104K | 0.14% | 131 |
|
|
2025
Q1 | $6.78M | Buy |
61,636
+3,633
| +6% | +$400K | 0.18% | 107 |
|
|
2024
Q4 | $7.31M | Buy |
58,003
+10,041
| +21% | +$1.27M | 0.2% | 95 |
|
|
2024
Q3 | $6.54M | Buy |
47,962
+1,126
| +2% | +$154K | 0.19% | 100 |
|
|
2024
Q2 | $6.41M | Buy |
46,836
+1,164
| +3% | +$159K | 0.2% | 91 |
|
|
2024
Q1 | $6.79M | Buy |
45,672
+292
| +0.6% | +$43.4K | 0.22% | 83 |
|
|
2023
Q4 | $7.14M | Sell |
45,380
-135
| -0.3% | -$21.2K | 0.28% | 66 |
|
|
2023
Q3 | $7.09M | Sell |
45,515
-416
| -0.9% | -$64.8K | 0.33% | 61 |
|
|
2023
Q2 | $8.23M | Sell |
45,931
-1,394
| -3% | -$250K | 0.37% | 52 |
|
|
2023
Q1 | $9.18M | Buy |
47,325
+162
| +0.3% | +$31.4K | 0.39% | 50 |
|
|
2022
Q4 | $8.2M | Buy |
47,163
+820
| +2% | +$143K | 0.39% | 51 |
|
|
2022
Q3 | $7.49M | Sell |
46,343
-81
| -0.2% | -$13.1K | 0.43% | 49 |
|
|
2022
Q2 | $8.47M | Buy |
46,424
+179
| +0.4% | +$32.7K | 0.51% | 40 |
|
|
2022
Q1 | $9.92M | Sell |
46,245
-2,777
| -6% | -$596K | 0.6% | 34 |
|
|
2021
Q4 | $10.5M | Sell |
49,022
-3,711
| -7% | -$795K | 0.63% | 34 |
|
|
2021
Q3 | $9.6M | Buy |
52,733
+150
| +0.3% | +$27.3K | 0.63% | 32 |
|
|
2021
Q2 | $10.9M | Sell |
52,583
-593
| -1% | -$123K | 0.73% | 27 |
|
|
2021
Q1 | $9.04M | Buy |
53,176
+536
| +1% | +$91.1K | 0.65% | 28 |
|
|
2020
Q4 | $8.87M | Buy |
52,640
+904
| +2% | +$152K | 0.79% | 25 |
|
|
2020
Q3 | $8.62M | Sell |
51,736
-3,288
| -6% | -$548K | 0.95% | 21 |
|
|
2020
Q2 | $6.12M | Sell |
55,024
-6,097
| -10% | -$678K | 0.76% | 22 |
|
|
2020
Q1 | $5.71M | Buy |
61,121
+12,660
| +26% | +$1.18M | 0.84% | 22 |
|
|
2019
Q4 | $5.67M | Buy |
48,461
+5,426
| +13% | +$635K | 0.72% | 22 |
|
|
2019
Q3 | $5.16M | Buy |
43,035
+573
| +1% | +$68.7K | 0.75% | 25 |
|
|
2019
Q2 | $4.39M | Sell |
42,462
-693
| -2% | -$71.6K | 0.69% | 25 |
|
|
2019
Q1 | $4.82M | Buy |
43,155
+192
| +0.4% | +$21.5K | 0.82% | 22 |
|
|
2018
Q4 | $4.19M | Buy |
42,963
+443
| +1% | +$43.2K | 0.81% | 22 |
|
|
2018
Q3 | $4.96M | Buy |
42,520
+4
| +0% | +$467 | 0.91% | 20 |
|
|
2018
Q2 | $4.52M | Buy |
42,516
+36,498
| +606% | +$3.88M | 0.89% | 23 |
|
|
2018
Q1 | $630K | Sell |
6,018
-463
| -7% | -$48.5K | 0.14% | 90 |
|
|
2017
Q4 | $772K | Buy |
6,481
+515
| +9% | +$61.3K | 0.2% | 67 |
|
|
2017
Q3 | $716K | Buy |
+5,966
| New | +$716K | 0.21% | 60 |
|