World Investment Advisors’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 | $2.2M | Buy |
21,805
+1,987
| +10% | +$201K | 0.05% | 357 |
|
|
2025
Q1 | $2.18M | Buy |
19,818
+202
| +1% | +$22.2K | 0.06% | 333 |
|
|
2024
Q4 | $2.47M | Buy |
19,616
+1,941
| +11% | +$245K | 0.07% | 295 |
|
|
2024
Q3 | $2.41M | Buy |
17,675
+7,836
| +80% | +$1.07M | 0.08% | 268 |
|
|
2024
Q2 | $1.35M | Buy |
9,839
+3,177
| +48% | +$435K | 0.08% | 217 |
|
|
2024
Q1 | $990K | Sell |
6,662
-215
| -3% | -$32K | 0.14% | 138 |
|
|
2023
Q4 | $1.08M | Buy |
+6,877
| New | +$1.08M | 0.14% | 136 |
|