Clarius Group LLC’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 | $279K | Buy |
2,763
+15
| +0.5% | +$1.51K | 0.02% | 371 |
|
|
2025
Q1 | $302K | Buy |
2,748
+165
| +6% | +$18.1K | 0.02% | 353 |
|
|
2024
Q4 | $326K | Sell |
2,583
-471
| -15% | -$59.4K | 0.02% | 295 |
|
|
2024
Q3 | $388K | Buy |
3,054
+139
| +5% | +$17.6K | 0.03% | 260 |
|
|
2024
Q2 | $399K | Sell |
2,915
-647
| -18% | -$88.5K | 0.03% | 255 |
|
|
2024
Q1 | $529K | Sell |
3,562
-50
| -1% | -$7.43K | 0.04% | 217 |
|
|
2023
Q4 | $568K | Sell |
3,612
-1,772
| -33% | -$279K | 0.05% | 211 |
|
|
2023
Q3 | $839K | Sell |
5,384
-1,336
| -20% | -$208K | 0.08% | 130 |
|
|
2023
Q2 | $1.2M | Sell |
6,720
-650
| -9% | -$117K | 0.09% | 117 |
|
|
2023
Q1 | $1.43M | Buy |
7,370
+364
| +5% | +$70.6K | 0.12% | 98 |
|
|
2022
Q4 | $1.22M | Sell |
7,006
-85
| -1% | -$14.8K | 0.11% | 113 |
|
|
2022
Q3 | $1.15M | Sell |
7,091
-1,236
| -15% | -$200K | 0.11% | 107 |
|
|
2022
Q2 | $1.52M | Buy |
8,327
+2,165
| +35% | +$395K | 0.15% | 90 |
|
|
2022
Q1 | $1.32M | Hold |
6,162
| – | – | 0.1% | 104 |
|
|
2021
Q4 | $1.32M | Buy |
6,162
+222
| +4% | +$47.6K | 0.1% | 104 |
|
|
2021
Q3 | $1.08M | Buy |
5,940
+176
| +3% | +$32.1K | 0.1% | 116 |
|
|
2021
Q2 | $1.2M | Buy |
5,764
+95
| +2% | +$19.8K | 0.11% | 110 |
|
|
2021
Q1 | $964K | Sell |
5,669
-60
| -1% | -$10.2K | 0.09% | 115 |
|
|
2020
Q4 | $965K | Buy |
5,729
+555
| +11% | +$93.5K | 0.1% | 97 |
|
|
2020
Q3 | $862K | Buy |
5,174
+249
| +5% | +$41.5K | 0.11% | 90 |
|
|
2020
Q2 | $548K | Sell |
4,925
-115
| -2% | -$12.8K | 0.08% | 124 |
|
|
2020
Q1 | $471K | Sell |
5,040
-37
| -0.7% | -$3.46K | 0.09% | 113 |
|
|
2019
Q4 | $599K | Buy |
5,077
+374
| +8% | +$44.1K | 0.09% | 110 |
|
|
2019
Q3 | $564K | Buy |
4,703
+985
| +26% | +$118K | 0.1% | 108 |
|
|
2019
Q2 | $384K | Sell |
3,718
-55
| -1% | -$5.68K | 0.08% | 133 |
|
|
2019
Q1 | $422K | Buy |
+3,773
| New | +$422K | 0.1% | 107 |
|