Belpointe Asset Management’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 | $773K | Buy |
7,654
+483
| +7% | +$48.8K | 0.03% | 435 |
|
|
2025
Q1 | $789K | Sell |
7,171
-2,039
| -22% | -$224K | 0.04% | 409 |
|
|
2024
Q4 | $1.18M | Buy |
9,210
+1,673
| +22% | +$215K | 0.07% | 273 |
|
|
2024
Q3 | $1.03M | Buy |
7,537
+2,497
| +50% | +$340K | 0.06% | 307 |
|
|
2024
Q2 | $690K | Sell |
5,040
-1,386
| -22% | -$190K | 0.05% | 373 |
|
|
2024
Q1 | $955K | Sell |
6,426
-1,214
| -16% | -$180K | 0.07% | 279 |
|
|
2023
Q4 | $1.2M | Buy |
7,640
+5,446
| +248% | +$856K | 0.11% | 192 |
|
|
2023
Q3 | $342K | Buy |
2,194
+230
| +12% | +$35.9K | 0.04% | 433 |
|
|
2023
Q2 | $352K | Sell |
1,964
-6,348
| -76% | -$1.14M | 0.04% | 395 |
|
|
2023
Q1 | $1.61M | Sell |
8,312
-1,272
| -13% | -$247K | 0.09% | 238 |
|
|
2022
Q4 | $1.67M | Buy |
9,584
+334
| +4% | +$58.1K | 0.1% | 203 |
|
|
2022
Q3 | $1.49M | Sell |
9,250
-1,657
| -15% | -$268K | 0.1% | 217 |
|
|
2022
Q2 | $1.99M | Sell |
10,907
-584
| -5% | -$107K | 0.13% | 165 |
|
|
2022
Q1 | $2.47M | Sell |
11,491
-1,187
| -9% | -$255K | 0.15% | 141 |
|
|
2021
Q4 | $2.72M | Buy |
12,678
+6,495
| +105% | +$1.39M | 0.17% | 121 |
|
|
2021
Q3 | $1.13M | Sell |
6,183
-57
| -0.9% | -$10.4K | 0.08% | 283 |
|
|
2021
Q2 | $1.3M | Buy |
6,240
+2,330
| +60% | +$484K | 0.09% | 237 |
|
|
2021
Q1 | $665K | Sell |
3,910
-10,362
| -73% | -$1.76M | 0.06% | 341 |
|
|
2020
Q4 | $2.4M | Buy |
14,272
+5,627
| +65% | +$947K | 0.22% | 103 |
|
|
2020
Q3 | $1.44M | Sell |
8,645
-1,861
| -18% | -$310K | 0.16% | 135 |
|
|
2020
Q2 | $1.17M | Sell |
10,506
-4,422
| -30% | -$491K | 0.15% | 146 |
|
|
2020
Q1 | $1.4M | Buy |
14,928
+11,301
| +312% | +$1.06M | 0.24% | 96 |
|
|
2019
Q4 | $424K | Buy |
3,627
+1,393
| +62% | +$163K | 0.05% | 351 |
|
|
2019
Q3 | $268K | Buy |
2,234
+103
| +5% | +$12.4K | 0.04% | 413 |
|
|
2019
Q2 | $220K | Sell |
2,131
-263
| -11% | -$27.2K | 0.04% | 389 |
|
|
2019
Q1 | $267K | Buy |
2,394
+718
| +43% | +$80.1K | 0.05% | 261 |
|
|
2018
Q4 | $163K | Buy |
1,676
+462
| +38% | +$44.9K | 0.04% | 377 |
|
|
2018
Q3 | $142K | Buy |
+1,214
| New | +$142K | 0.02% | 547 |
|