Archer Investment Corporation’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 | $582K | Buy |
5,767
+1,143
| +25% | +$115K | 0.14% | 129 |
|
|
2025
Q1 | $509K | Buy |
4,624
+1,163
| +34% | +$128K | 0.13% | 143 |
|
|
2024
Q4 | $436K | Sell |
3,461
-6
| -0.2% | -$757 | 0.12% | 153 |
|
|
2024
Q3 | $473K | Buy |
3,467
+3
| +0.1% | +$409 | 0.13% | 141 |
|
|
2024
Q2 | $474K | Buy |
3,464
+102
| +3% | +$14K | 0.14% | 141 |
|
|
2024
Q1 | $500K | Hold |
3,362
| – | – | 0.15% | 135 |
|
|
2023
Q4 | $529K | Sell |
3,362
-100
| -3% | -$15.7K | 0.17% | 127 |
|
|
2023
Q3 | $540K | Hold |
3,462
| – | – | 0.19% | 117 |
|
|
2023
Q2 | $621K | Sell |
3,462
-258
| -7% | -$46.2K | 0.22% | 94 |
|
|
2023
Q1 | $681K | Buy |
3,720
+238
| +7% | +$43.6K | 0.25% | 90 |
|
|
2022
Q4 | $605K | Hold |
3,482
| – | – | 0.24% | 103 |
|
|
2022
Q3 | $562K | Hold |
3,482
| – | – | 0.24% | 103 |
|
|
2022
Q2 | $636K | Buy |
3,482
+432
| +14% | +$78.9K | 0.26% | 94 |
|
|
2022
Q1 | $654K | Hold |
3,050
| – | – | 0.23% | 104 |
|
|
2021
Q4 | $654K | Hold |
3,050
| – | – | 0.22% | 107 |
|
|
2021
Q3 | $555K | Sell |
3,050
-1,200
| -28% | -$219K | 0.21% | 119 |
|
|
2021
Q2 | $884K | Hold |
4,250
| – | – | 0.35% | 61 |
|
|
2021
Q1 | $722K | Hold |
4,250
| – | – | 0.3% | 73 |
|
|
2020
Q4 | $716K | Sell |
4,250
-400
| -9% | -$67.4K | 0.34% | 65 |
|
|
2020
Q3 | $775K | Hold |
4,650
| – | – | 0.4% | 58 |
|
|
2020
Q2 | $517K | Buy |
4,650
+1,000
| +27% | +$111K | 0.29% | 80 |
|
|
2020
Q1 | $341K | Buy |
3,650
+1,300
| +55% | +$121K | 0.23% | 107 |
|
|
2019
Q4 | $275K | Hold |
2,350
| – | – | 0.15% | 156 |
|
|
2019
Q3 | $282K | Hold |
2,350
| – | – | 0.17% | 147 |
|
|
2019
Q2 | $243K | Hold |
2,350
| – | – | 0.15% | 155 |
|
|
2019
Q1 | $263K | Hold |
2,350
| – | – | 0.18% | 153 |
|
|
2018
Q4 | $229K | Buy |
+2,350
| New | +$229K | 0.2% | 145 |
|