Archford Capital 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 | $459K | Buy |
4,552
+5
| +0.1% | +$505 | 0.06% | 229 |
|
|
2025
Q1 | $500K | Sell |
4,547
-657
| -13% | -$72.3K | 0.07% | 204 |
|
|
2024
Q4 | $656K | Buy |
5,204
+3
| +0.1% | +$378 | 0.1% | 162 |
|
|
2024
Q3 | $700K | Sell |
5,201
-901
| -15% | -$121K | 0.11% | 153 |
|
|
2024
Q2 | $835K | Buy |
6,102
+101
| +2% | +$13.8K | 0.14% | 139 |
|
|
2024
Q1 | $892K | Sell |
6,001
-646
| -10% | -$96K | 0.15% | 134 |
|
|
2023
Q4 | $1.05M | Sell |
6,647
-1,897
| -22% | -$298K | 0.19% | 126 |
|
|
2023
Q3 | $1.33M | Buy |
8,544
+1,699
| +25% | +$265K | 0.27% | 95 |
|
|
2023
Q2 | $1.29M | Buy |
6,845
+1,101
| +19% | +$207K | 0.24% | 97 |
|
|
2023
Q1 | $1.09M | Buy |
5,744
+302
| +6% | +$57.2K | 0.23% | 105 |
|
|
2022
Q4 | $946K | Sell |
5,442
-147
| -3% | -$25.6K | 0.22% | 111 |
|
|
2022
Q3 | $903K | Buy |
5,589
+3
| +0.1% | +$485 | 0.23% | 106 |
|
|
2022
Q2 | $1.02M | Sell |
5,586
-212
| -4% | -$38.7K | 0.26% | 96 |
|
|
2022
Q1 | $1.14M | Buy |
5,798
+473
| +9% | +$93.2K | 0.25% | 90 |
|
|
2021
Q4 | $1.14M | Buy |
5,325
+513
| +11% | +$110K | 0.26% | 97 |
|
|
2021
Q3 | $876K | Buy |
4,812
+18
| +0.4% | +$3.28K | 0.21% | 130 |
|
|
2021
Q2 | $997K | Sell |
4,794
-204
| -4% | -$42.4K | 0.25% | 101 |
|
|
2021
Q1 | $898K | Buy |
4,998
+73
| +1% | +$13.1K | 0.24% | 112 |
|
|
2020
Q4 | $780K | Buy |
4,925
+20
| +0.4% | +$3.17K | 0.18% | 157 |
|
|
2020
Q3 | $817K | Sell |
4,905
-908
| -16% | -$151K | 0.22% | 133 |
|
|
2020
Q2 | $646K | Sell |
5,813
-89
| -2% | -$9.89K | 0.19% | 146 |
|
|
2020
Q1 | $551K | Buy |
5,902
+1,000
| +20% | +$93.4K | 0.22% | 140 |
|
|
2019
Q4 | $574K | Buy |
4,902
+2,926
| +148% | +$343K | 0.2% | 149 |
|
|
2019
Q3 | $237K | Hold |
1,976
| – | – | 0.09% | 199 |
|
|
2019
Q2 | $204K | Hold |
1,976
| – | – | 0.07% | 209 |
|
|
2019
Q1 | $221K | Buy |
1,976
+1
| +0.1% | +$112 | 0.08% | 205 |
|
|
2018
Q4 | $193K | Sell |
1,975
-969
| -33% | -$94.7K | 0.08% | 201 |
|
|
2018
Q3 | $344K | Sell |
2,944
-78,726
| -96% | -$9.2M | 0.13% | 181 |
|
|
2018
Q2 | $8.68M | Buy |
81,670
+55
| +0.1% | +$5.84K | 3.06% | 3 |
|
|
2018
Q1 | $9.72M | Buy |
81,615
+10
| +0% | +$1.19K | 4.05% | 1 |
|
|
2017
Q4 | $9.72M | Sell |
81,605
-161
| -0.2% | -$19.2K | 3.62% | 1 |
|
|
2017
Q3 | $9.82M | Buy |
81,766
+910
| +1% | +$109K | 3.68% | 2 |
|
|
2017
Q2 | $8.94M | Buy |
80,856
+90
| +0.1% | +$9.95K | 3.53% | 2 |
|
|
2017
Q1 | $8.67M | Buy |
80,766
+53
| +0.1% | +$5.69K | 3.27% | 2 |
|
|
2016
Q4 | $9.25M | Hold |
80,713
| – | – | 3.9% | 1 |
|
|
2016
Q3 | $8.83M | Hold |
80,713
| – | – | 3.64% | 1 |
|
|
2016
Q2 | $8.69M | Buy |
80,713
+61
| +0.1% | +$6.57K | 4.57% | 1 |
|
|
2016
Q1 | $8.51M | Buy |
80,652
+337
| +0.4% | +$35.5K | 4.07% | 1 |
|
|
2015
Q4 | $7.73M | Buy |
80,315
+21
| +0% | +$2.02K | 3.52% | 2 |
|
|
2015
Q3 | $7.92M | Hold |
80,294
| – | – | 5.93% | 1 |
|
|
2015
Q2 | $7.78M | Buy |
80,294
+471
| +0.6% | +$45.6K | 5.55% | 1 |
|
|
2015
Q1 | $7.74M | Sell |
79,823
-30
| -0% | -$2.91K | 5.33% | 1 |
|
|
2014
Q4 | $8.88M | Buy |
79,853
+30
| +0% | +$3.34K | 6.53% | 1 |
|
|
2014
Q3 | $7.85M | Buy |
79,823
+242
| +0.3% | +$23.8K | 6.24% | 1 |
|
|
2014
Q2 | $8.17M | Sell |
79,581
-83
| -0.1% | -$8.52K | 6.32% | 1 |
|
|
2014
Q1 | $7.76M | Buy |
+79,664
| New | +$7.76M | 6.47% | 1 |
|