Wealthspire Advisors (New York)’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 | $423K | Buy |
4,194
+65
| +2% | +$6.56K | ﹤0.01% | 581 |
|
|
2025
Q1 | $454K | Sell |
4,129
-282
| -6% | -$31K | ﹤0.01% | 534 |
|
|
2024
Q4 | $556K | Sell |
4,411
-287
| -6% | -$36.2K | 0.01% | 492 |
|
|
2024
Q3 | $641K | Sell |
4,698
-377
| -7% | -$51.4K | 0.01% | 447 |
|
|
2024
Q2 | $695K | Sell |
5,075
-92
| -2% | -$12.6K | 0.01% | 371 |
|
|
2024
Q1 | $768K | Sell |
5,167
-526
| -9% | -$78.2K | 0.01% | 353 |
|
|
2023
Q4 | $895K | Buy |
5,693
+783
| +16% | +$123K | 0.01% | 330 |
|
|
2023
Q3 | $765K | Buy |
4,910
+994
| +25% | +$155K | 0.01% | 323 |
|
|
2023
Q2 | $702K | Sell |
3,916
-88
| -2% | -$15.8K | 0.01% | 308 |
|
|
2023
Q1 | $777K | Sell |
4,004
-1,676
| -30% | -$325K | 0.01% | 292 |
|
|
2022
Q4 | $987K | Buy |
5,680
+1,393
| +32% | +$242K | 0.02% | 264 |
|
|
2022
Q3 | $693K | Buy |
4,287
+135
| +3% | +$21.8K | 0.01% | 287 |
|
|
2022
Q2 | $758K | Buy |
4,152
+1,714
| +70% | +$313K | 0.02% | 250 |
|
|
2022
Q1 | $523K | Sell |
2,438
-4,138
| -63% | -$888K | 0.01% | 267 |
|
|
2021
Q4 | $1.41M | Sell |
6,576
-796
| -11% | -$171K | 0.03% | 183 |
|
|
2021
Q3 | $1.34M | Buy |
7,372
+5,506
| +295% | +$1M | 0.03% | 212 |
|
|
2021
Q2 | $388K | Sell |
1,866
-10,943
| -85% | -$2.28M | 0.01% | 257 |
|
|
2021
Q1 | $2.18M | Buy |
12,809
+4,030
| +46% | +$685K | 0.05% | 168 |
|
|
2020
Q4 | $1.48M | Buy |
8,779
+4,049
| +86% | +$682K | 0.04% | 163 |
|
|
2020
Q3 | $788K | Buy |
4,730
+154
| +3% | +$25.7K | 0.05% | 142 |
|
|
2020
Q2 | $509K | Sell |
4,576
-6,554
| -59% | -$729K | 0.04% | 152 |
|
|
2020
Q1 | $1.04M | Buy |
11,130
+8,901
| +399% | +$832K | 0.04% | 190 |
|
|
2019
Q4 | $261K | Buy |
2,229
+535
| +32% | +$62.6K | 0.02% | 167 |
|
|
2019
Q3 | $203K | Buy |
+1,694
| New | +$203K | 0.02% | 160 |
|
|
2019
Q1 | – | Sell |
-406
| Closed | -$40K | – | 752 |
|
|
2018
Q4 | $40K | Buy |
+406
| New | +$40K | ﹤0.01% | 219 |
|