AI
Atria Investments’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
51,412
-4,123
| -7% | -$416K | 0.06% | 369 |
|
|
2025
Q1 | $6.11M | Sell |
55,535
-12,524
| -18% | -$1.38M | 0.08% | 309 |
|
|
2024
Q4 | $8.58M | Sell |
68,059
-1,441
| -2% | -$182K | 0.11% | 215 |
|
|
2024
Q3 | $9.48M | Sell |
69,500
-9,713
| -12% | -$1.32M | 0.12% | 202 |
|
|
2024
Q2 | $10.8M | Sell |
79,213
-15,152
| -16% | -$2.07M | 0.14% | 159 |
|
|
2024
Q1 | $14M | Buy |
94,365
+4,825
| +5% | +$717K | 0.19% | 113 |
|
|
2023
Q4 | $14.1M | Sell |
89,540
-3,202
| -3% | -$503K | 0.22% | 101 |
|
|
2023
Q3 | $14.5M | Sell |
92,742
-6,067
| -6% | -$946K | 0.26% | 76 |
|
|
2023
Q2 | $17.7M | Sell |
98,809
-2,921
| -3% | -$524K | 0.32% | 65 |
|
|
2023
Q1 | $19.7M | Buy |
101,730
+2,334
| +2% | +$453K | 0.37% | 53 |
|
|
2022
Q4 | $17.3M | Buy |
99,396
+3,266
| +3% | +$568K | 0.35% | 55 |
|
|
2022
Q3 | $15.5M | Buy |
96,130
+4,069
| +4% | +$657K | 0.34% | 58 |
|
|
2022
Q2 | $16.8M | Buy |
92,061
+5,149
| +6% | +$940K | 0.35% | 52 |
|
|
2022
Q1 | $18.6M | Buy |
86,912
+8,226
| +10% | +$1.76M | 0.33% | 61 |
|
|
2021
Q4 | $16.9M | Buy |
78,686
+11,180
| +17% | +$2.4M | 0.3% | 70 |
|
|
2021
Q3 | $12.3M | Buy |
67,506
+6,109
| +10% | +$1.11M | 0.22% | 103 |
|
|
2021
Q2 | $12.8M | Buy |
61,397
+1,286
| +2% | +$267K | 0.25% | 92 |
|
|
2021
Q1 | $10.2M | Buy |
60,111
+4,296
| +8% | +$730K | 0.23% | 102 |
|
|
2020
Q4 | $9.4M | Sell |
55,815
-4,585
| -8% | -$772K | 0.23% | 107 |
|
|
2020
Q3 | $10.1M | Sell |
60,400
-1,426
| -2% | -$238K | 0.31% | 74 |
|
|
2020
Q2 | $6.87M | Buy |
+61,826
| New | +$6.87M | 0.24% | 105 |
|
|
2020
Q1 | – | Sell |
-50,841
| Closed | -$5.95M | – | 1159 |
|
|
2019
Q4 | $5.95M | Sell |
50,841
-15,130
| -23% | -$1.77M | 0.16% | 133 |
|
|
2019
Q3 | $7.91M | Buy |
65,971
+1,504
| +2% | +$180K | 0.28% | 76 |
|
|
2019
Q2 | $7.4M | Buy |
64,467
+42,882
| +199% | +$4.92M | 0.28% | 79 |
|
|
2019
Q1 | $2.41M | Buy |
21,585
+300
| +1% | +$33.5K | 0.1% | 190 |
|
|
2018
Q4 | $2.08M | Sell |
21,285
-34,871
| -62% | -$3.4M | 0.09% | 177 |
|
|
2018
Q3 | $6.56M | Sell |
56,156
-309
| -0.5% | -$36.1K | 0.26% | 72 |
|
|
2018
Q2 | $6M | Sell |
56,465
-3,168
| -5% | -$337K | 0.26% | 68 |
|
|
2018
Q1 | $6.24M | Buy |
59,633
+623
| +1% | +$65.2K | 0.3% | 59 |
|
|
2017
Q4 | $7.03M | Buy |
59,010
+3,478
| +6% | +$414K | 0.35% | 47 |
|
|
2017
Q3 | $6.67M | Sell |
55,532
-1,904
| -3% | -$229K | 0.36% | 51 |
|
|
2017
Q2 | $6.35M | Buy |
57,436
+1,653
| +3% | +$183K | 0.39% | 45 |
|
|
2017
Q1 | $5.99M | Buy |
55,783
+22,850
| +69% | +$2.45M | 0.39% | 45 |
|
|
2016
Q4 | $3.78M | Buy |
32,933
+19,390
| +143% | +$2.22M | 0.29% | 57 |
|
|
2016
Q3 | $1.48M | Buy |
13,543
+382
| +3% | +$41.8K | 0.14% | 142 |
|
|
2016
Q2 | $1.43M | Buy |
13,161
+876
| +7% | +$95.2K | 0.15% | 113 |
|
|
2016
Q1 | $1.3M | Buy |
12,285
+493
| +4% | +$52K | 0.15% | 107 |
|
|
2015
Q4 | $1.08M | Buy |
11,792
+2,575
| +28% | +$235K | 0.12% | 125 |
|
|
2015
Q3 | $910K | Buy |
9,217
+1,791
| +24% | +$177K | 0.13% | 120 |
|
|
2015
Q2 | $720K | Sell |
7,426
-179
| -2% | -$17.4K | 0.08% | 183 |
|
|
2015
Q1 | $737K | Sell |
7,605
-1,043
| -12% | -$101K | 0.08% | 187 |
|
|
2014
Q4 | $961K | Buy |
8,648
+388
| +5% | +$43.1K | 0.1% | 162 |
|
|
2014
Q3 | $812K | Buy |
8,260
+863
| +12% | +$84.8K | 0.08% | 208 |
|
|
2014
Q2 | $759K | Sell |
7,397
-181
| -2% | -$18.6K | 0.08% | 215 |
|
|
2014
Q1 | $738K | Sell |
7,578
-1,436
| -16% | -$140K | 0.08% | 220 |
|
|
2013
Q4 | $947K | Sell |
9,014
-544
| -6% | -$57.2K | 0.09% | 193 |
|
|
2013
Q3 | $873K | Buy |
9,558
+607
| +7% | +$55.4K | 0.09% | 182 |
|
|
2013
Q2 | $774K | Buy |
+8,951
| New | +$774K | 0.09% | 128 |
|