Arax Advisory Partners’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 | $1.47M | Buy |
12,808
+831
| +7% | +$95.3K | 0.07% | 186 |
|
|
2025
Q1 | $1.32M | Sell |
11,977
-7,647
| -39% | -$841K | 0.08% | 148 |
|
|
2024
Q4 | $2.47M | Buy |
19,624
+16,297
| +490% | +$2.06M | 0.16% | 97 |
|
|
2024
Q3 | $454K | Sell |
3,327
-67
| -2% | -$9.14K | 0.04% | 222 |
|
|
2024
Q2 | $464K | Buy |
3,394
+1,917
| +130% | +$262K | 0.05% | 210 |
|
|
2024
Q1 | $220K | Buy |
1,477
+16
| +1% | +$2.38K | 0.02% | 283 |
|
|
2023
Q4 | $230K | Buy |
1,461
+112
| +8% | +$17.6K | 0.03% | 273 |
|
|
2023
Q3 | $210K | Sell |
1,349
-23
| -2% | -$3.59K | 0.03% | 251 |
|
|
2023
Q2 | $246K | Sell |
1,372
-468
| -25% | -$83.9K | 0.03% | 213 |
|
|
2023
Q1 | $357K | Sell |
1,840
-94
| -5% | -$18.2K | 0.05% | 160 |
|
|
2022
Q4 | $336K | Sell |
1,934
-143
| -7% | -$24.9K | 0.05% | 161 |
|
|
2022
Q3 | $335K | Sell |
2,077
-528
| -20% | -$85.2K | 0.05% | 146 |
|
|
2022
Q2 | $475K | Buy |
2,605
+78
| +3% | +$14.2K | 0.07% | 98 |
|
|
2022
Q1 | $542K | Buy |
2,527
+104
| +4% | +$22.3K | 0.07% | 100 |
|
|
2021
Q4 | $519K | Buy |
2,423
+447
| +23% | +$95.7K | 0.07% | 106 |
|
|
2021
Q3 | $360K | Buy |
1,976
+120
| +6% | +$21.9K | 0.05% | 139 |
|
|
2021
Q2 | $386K | Buy |
+1,856
| New | +$386K | 0.05% | 128 |
|
|
2020
Q4 | $199K | Buy |
1,183
+26
| +2% | +$4.37K | 0.03% | 204 |
|
|
2020
Q3 | $193K | Buy |
1,157
+68
| +6% | +$11.3K | 0.03% | 198 |
|
|
2020
Q2 | $121K | Hold |
1,089
| – | – | 0.02% | 236 |
|
|
2020
Q1 | $102K | Sell |
1,089
-150
| -12% | -$14.1K | 0.02% | 227 |
|
|
2019
Q4 | $145K | Hold |
1,239
| – | – | 0.04% | 203 |
|
|
2019
Q3 | $148K | Hold |
1,239
| – | – | 0.04% | 191 |
|
|
2019
Q2 | $128K | Buy |
+1,239
| New | +$128K | 0.04% | 198 |
|
|
2018
Q4 | $65K | Sell |
665
-100
| -13% | -$9.77K | 0.03% | 239 |
|
|
2018
Q3 | $89K | Sell |
765
-147
| -16% | -$17.1K | 0.04% | 212 |
|
|
2018
Q2 | $96K | Buy |
912
+28
| +3% | +$2.95K | 0.04% | 159 |
|
|
2018
Q1 | $92K | Sell |
884
-49
| -5% | -$5.1K | 0.05% | 146 |
|
|
2017
Q4 | $111K | Buy |
933
+1
| +0.1% | +$119 | 0.05% | 143 |
|
|
2017
Q3 | $112K | Sell |
932
-53
| -5% | -$6.37K | 0.05% | 139 |
|
|
2017
Q2 | $109K | Sell |
985
-4
| -0.4% | -$443 | 0.05% | 148 |
|
|
2017
Q1 | $106K | Sell |
989
-98
| -9% | -$10.5K | 0.05% | 126 |
|
|
2016
Q4 | $125K | Buy |
+1,087
| New | +$125K | 0.06% | 97 |
|