Astoria Portfolio 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
Q1 | – | Sell |
-6,130
| Closed | -$771K | – | 261 |
|
|
2024
Q4 | $771K | Sell |
6,130
-129
| -2% | -$16.2K | 0.28% | 68 |
|
|
2024
Q3 | $842K | Buy |
6,259
+1,326
| +27% | +$178K | 0.29% | 66 |
|
|
2024
Q2 | $675K | Buy |
4,933
+212
| +4% | +$29K | 0.24% | 68 |
|
|
2024
Q1 | $684K | Sell |
4,721
-523
| -10% | -$75.8K | 0.26% | 64 |
|
|
2023
Q4 | $765K | Buy |
5,244
+1,487
| +40% | +$217K | 0.31% | 61 |
|
|
2023
Q3 | $519K | Sell |
3,757
-616
| -14% | -$85.1K | 0.25% | 81 |
|
|
2023
Q2 | $811K | Buy |
4,373
+406
| +10% | +$75.3K | 0.31% | 56 |
|
|
2023
Q1 | $756K | Buy |
3,967
+1,089
| +38% | +$208K | 0.32% | 55 |
|
|
2022
Q4 | $513K | Buy |
2,878
+184
| +7% | +$32.8K | 0.24% | 74 |
|
|
2022
Q3 | $435K | Buy |
2,694
+328
| +14% | +$53K | 0.3% | 79 |
|
|
2022
Q2 | $432K | Buy |
2,366
+529
| +29% | +$96.6K | 0.32% | 76 |
|
|
2022
Q1 | $394K | Buy |
+1,837
| New | +$394K | 0.31% | 74 |
|