Weaver Consulting Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
3,092
+3
| +0.1% | +$303 | 0.09% | 169 |
|
|
2025
Q1 | $340K | Buy |
3,089
+36
| +1% | +$3.96K | 0.1% | 151 |
|
|
2024
Q4 | $385K | Hold |
3,053
| – | – | 0.12% | 135 |
|
|
2024
Q3 | $416K | Buy |
3,053
+89
| +3% | +$12.1K | 0.13% | 126 |
|
|
2024
Q2 | $406K | Sell |
2,964
-5
| -0.2% | -$684 | 0.14% | 125 |
|
|
2024
Q1 | $441K | Sell |
2,969
-7
| -0.2% | -$1.04K | 0.16% | 115 |
|
|
2023
Q4 | $468K | Buy |
2,976
+1
| +0% | +$157 | 0.19% | 96 |
|
|
2023
Q3 | $464K | Buy |
2,975
+6
| +0.2% | +$935 | 0.21% | 86 |
|
|
2023
Q2 | $532K | Sell |
2,969
-58
| -2% | -$10.4K | 0.23% | 76 |
|
|
2023
Q1 | $587K | Sell |
3,027
-3
| -0.1% | -$582 | 0.27% | 69 |
|
|
2022
Q4 | $527K | Hold |
3,030
| – | – | 0.27% | 70 |
|
|
2022
Q3 | $489K | Sell |
3,030
-1
| -0% | -$161 | 0.28% | 68 |
|
|
2022
Q2 | $553K | Buy |
3,031
+149
| +5% | +$27.2K | 0.31% | 62 |
|
|
2022
Q1 | $618K | Hold |
2,882
| – | – | 0.3% | 61 |
|
|
2021
Q4 | $618K | Buy |
2,882
+129
| +5% | +$27.7K | 0.3% | 61 |
|
|
2021
Q3 | $501K | Buy |
2,753
+12
| +0.4% | +$2.18K | 0.27% | 67 |
|
|
2021
Q2 | $570K | Buy |
2,741
+227
| +9% | +$47.2K | 0.32% | 54 |
|
|
2021
Q1 | $427K | Sell |
2,514
-440
| -15% | -$74.7K | 0.26% | 77 |
|
|
2020
Q4 | $497K | Buy |
2,954
+1,984
| +205% | +$334K | 0.31% | 65 |
|
|
2020
Q3 | $162K | Sell |
970
-1,622
| -63% | -$271K | 0.09% | 141 |
|
|
2020
Q2 | $288K | Buy |
2,592
+2,050
| +378% | +$228K | 0.17% | 85 |
|
|
2020
Q1 | $51K | Buy |
542
+372
| +219% | +$35K | 0.03% | 224 |
|
|
2019
Q4 | $20K | Hold |
170
| – | – | 0.01% | 368 |
|
|
2019
Q3 | $20K | Hold |
170
| – | – | 0.01% | 350 |
|
|
2019
Q2 | $18K | Sell |
170
-2,030
| -92% | -$215K | 0.01% | 356 |
|
|
2019
Q1 | $220K | Buy |
+2,200
| New | +$220K | 0.06% | 207 |
|