Wealthfront Advisers’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 | $8.4M | Buy |
83,202
+34,851
| +72% | +$3.52M | 0.02% | 253 |
|
|
2025
Q1 | $5.32M | Buy |
48,351
+11,998
| +33% | +$1.32M | 0.01% | 343 |
|
|
2024
Q4 | $4.58M | Buy |
36,353
+20,968
| +136% | +$2.64M | 0.01% | 346 |
|
|
2024
Q3 | $2.1M | Sell |
15,385
-2,091
| -12% | -$285K | 0.01% | 491 |
|
|
2024
Q2 | $2.39M | Sell |
17,476
-1,551
| -8% | -$212K | 0.01% | 443 |
|
|
2024
Q1 | $2.83M | Sell |
19,027
-1,129
| -6% | -$168K | 0.01% | 400 |
|
|
2023
Q4 | $3.17M | Buy |
20,156
+5,367
| +36% | +$844K | 0.01% | 348 |
|
|
2023
Q3 | $2.31M | Sell |
14,789
-23,706
| -62% | -$3.7M | 0.01% | 399 |
|
|
2023
Q2 | $6.9M | Sell |
38,495
-4,429
| -10% | -$794K | 0.03% | 169 |
|
|
2023
Q1 | $8.33M | Buy |
42,924
+5,217
| +14% | +$1.01M | 0.04% | 140 |
|
|
2022
Q4 | $6.55M | Buy |
37,707
+6,773
| +22% | +$1.18M | 0.03% | 164 |
|
|
2022
Q3 | $5M | Sell |
30,934
-20,042
| -39% | -$3.24M | 0.03% | 173 |
|
|
2022
Q2 | $9.31M | Buy |
50,976
+7,661
| +18% | +$1.4M | 0.05% | 99 |
|
|
2022
Q1 | $9.29M | Buy |
43,315
+6,187
| +17% | +$1.33M | 0.04% | 110 |
|
|
2021
Q4 | $7.96M | Buy |
37,128
+5,871
| +19% | +$1.26M | 0.03% | 126 |
|
|
2021
Q3 | $5.69M | Sell |
31,257
-293
| -0.9% | -$53.4K | 0.03% | 143 |
|
|
2021
Q2 | $6.56M | Buy |
31,550
+2,593
| +9% | +$539K | 0.03% | 109 |
|
|
2021
Q1 | $4.92M | Buy |
28,957
+5,125
| +22% | +$871K | 0.03% | 116 |
|
|
2020
Q4 | $4.01M | Buy |
23,832
+3,636
| +18% | +$612K | 0.02% | 116 |
|
|
2020
Q3 | $3.37M | Buy |
20,196
+2,957
| +17% | +$493K | 0.02% | 113 |
|
|
2020
Q2 | $1.92M | Sell |
17,239
-7,863
| -31% | -$874K | 0.01% | 176 |
|
|
2020
Q1 | $2.35M | Buy |
25,102
+5,142
| +26% | +$480K | 0.02% | 125 |
|
|
2019
Q4 | $2.34M | Sell |
19,960
-2,719
| -12% | -$318K | 0.02% | 148 |
|
|
2019
Q3 | $2.72M | Buy |
22,679
+10,370
| +84% | +$1.24M | 0.02% | 124 |
|
|
2019
Q2 | $1.27M | Sell |
12,309
-2,795
| -19% | -$289K | 0.01% | 229 |
|
|
2019
Q1 | $1.69M | Buy |
15,104
+4,171
| +38% | +$466K | 0.02% | 177 |
|
|
2018
Q4 | $1.07M | Buy |
+10,933
| New | +$1.07M | 0.01% | 230 |
|