AM Investment Strategies’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 | $2.18M | Sell |
21,573
-772
| -3% | -$77.9K | 0.51% | 29 |
|
|
2025
Q1 | $2.46M | Buy |
22,345
+1,476
| +7% | +$162K | 0.6% | 30 |
|
|
2024
Q4 | $2.63M | Buy |
20,869
+4,805
| +30% | +$606K | 0.64% | 27 |
|
|
2024
Q3 | $2.19M | Buy |
16,064
+248
| +2% | +$33.8K | 0.53% | 29 |
|
|
2024
Q2 | $2.16M | Sell |
15,816
-140
| -0.9% | -$19.2K | 0.53% | 29 |
|
|
2024
Q1 | $2.37M | Buy |
15,956
+2,663
| +20% | +$396K | 0.6% | 26 |
|
|
2023
Q4 | $2.09M | Buy |
13,293
+1,898
| +17% | +$298K | 0.59% | 28 |
|
|
2023
Q3 | $1.78M | Buy |
11,395
+46
| +0.4% | +$7.17K | 0.58% | 28 |
|
|
2023
Q2 | $2.03M | Sell |
11,349
-514
| -4% | -$92.1K | 0.64% | 27 |
|
|
2023
Q1 | $2.3M | Buy |
11,863
+22
| +0.2% | +$4.27K | 0.79% | 26 |
|
|
2022
Q4 | $2.06M | Sell |
11,841
-177
| -1% | -$30.8K | 0.73% | 26 |
|
|
2022
Q3 | $1.94M | Buy |
12,018
+210
| +2% | +$33.9K | 0.71% | 25 |
|
|
2022
Q2 | $2.16M | Sell |
11,808
-321
| -3% | -$58.6K | 0.75% | 26 |
|
|
2022
Q1 | $2.6M | Sell |
12,129
-77
| -0.6% | -$16.5K | 0.69% | 25 |
|
|
2021
Q4 | $2.62M | Buy |
12,206
+26
| +0.2% | +$5.57K | 0.63% | 27 |
|
|
2021
Q3 | $2.22M | Buy |
12,180
+132
| +1% | +$24K | 0.58% | 27 |
|
|
2021
Q2 | $2.51M | Sell |
12,048
-158
| -1% | -$32.9K | 0.64% | 24 |
|
|
2021
Q1 | $2.08M | Sell |
12,206
-3,157
| -21% | -$537K | 0.58% | 26 |
|
|
2020
Q4 | $2.59M | Buy |
15,363
+96
| +0.6% | +$16.2K | 0.8% | 24 |
|
|
2020
Q3 | $2.54M | Buy |
+15,267
| New | +$2.54M | 0.89% | 23 |
|