CA
Clearstead Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
26,211
-788
| -3% | -$79.5K | 0.04% | 273 |
|
|
2025
Q1 | $2.97M | Buy |
26,999
+10,381
| +62% | +$1.14M | 0.05% | 242 |
|
|
2024
Q4 | $2.1M | Buy |
16,618
+241
| +1% | +$30.4K | 0.03% | 287 |
|
|
2024
Q3 | $2.23M | Sell |
16,377
-823
| -5% | -$112K | 0.03% | 280 |
|
|
2024
Q2 | $2.35M | Buy |
17,200
+2,693
| +19% | +$369K | 0.04% | 258 |
|
|
2024
Q1 | $2.18M | Buy |
14,507
+204
| +1% | +$30.7K | 0.11% | 147 |
|
|
2023
Q4 | $2.25M | Sell |
14,303
-18,333
| -56% | -$2.88M | 0.12% | 140 |
|
|
2023
Q3 | $5.09M | Buy |
32,636
+16,858
| +107% | +$2.63M | 0.15% | 116 |
|
|
2023
Q2 | $2.83M | Buy |
15,778
+3,590
| +29% | +$644K | 0.17% | 102 |
|
|
2023
Q1 | $2.36M | Buy |
12,188
+3,492
| +40% | +$677K | 0.17% | 103 |
|
|
2022
Q4 | $1.51M | Sell |
8,696
-468
| -5% | -$81.4K | 0.12% | 139 |
|
|
2022
Q3 | $1.48M | Buy |
9,164
+95
| +1% | +$15.3K | 0.14% | 134 |
|
|
2022
Q2 | $1.66M | Sell |
9,069
-26
| -0.3% | -$4.75K | 0.13% | 131 |
|
|
2022
Q1 | $1.95M | Buy |
9,095
+781
| +9% | +$168K | 0.13% | 132 |
|
|
2021
Q4 | $1.78M | Sell |
8,314
-106
| -1% | -$22.7K | 0.12% | 135 |
|
|
2021
Q3 | $1.53M | Sell |
8,420
-56
| -0.7% | -$10.2K | 0.11% | 136 |
|
|
2021
Q2 | $1.76M | Buy |
8,476
+523
| +7% | +$109K | 0.14% | 118 |
|
|
2021
Q1 | $1.35M | Sell |
7,953
-276
| -3% | -$46.9K | 0.11% | 139 |
|
|
2020
Q4 | $1.39M | Buy |
8,229
+35
| +0.4% | +$5.9K | 0.13% | 129 |
|
|
2020
Q3 | $1.37M | Sell |
8,194
-254
| -3% | -$42.3K | 0.15% | 113 |
|
|
2020
Q2 | $939K | Buy |
8,448
+604
| +8% | +$67.1K | 0.11% | 139 |
|
|
2020
Q1 | $733K | Sell |
7,844
-1,311
| -14% | -$123K | 0.11% | 130 |
|
|
2019
Q4 | $1.07M | Buy |
9,155
+598
| +7% | +$70K | 0.13% | 124 |
|
|
2019
Q3 | $1.03M | Sell |
8,557
-266
| -3% | -$31.9K | 0.14% | 118 |
|
|
2019
Q2 | $911K | Sell |
8,823
-1,044
| -11% | -$108K | 0.12% | 121 |
|
|
2019
Q1 | $1.1M | Buy |
9,867
+482
| +5% | +$53.9K | 0.15% | 109 |
|
|
2018
Q4 | $915K | Buy |
9,385
+558
| +6% | +$54.4K | 0.14% | 122 |
|
|
2018
Q3 | $1.03M | Sell |
8,827
-202
| -2% | -$23.6K | 0.14% | 110 |
|
|
2018
Q2 | $959K | Sell |
9,029
-392
| -4% | -$41.6K | 0.14% | 107 |
|
|
2018
Q1 | $986K | Buy |
9,421
+1,214
| +15% | +$127K | 0.14% | 106 |
|
|
2017
Q4 | $978K | Sell |
8,207
-292
| -3% | -$34.8K | 0.13% | 107 |
|
|
2017
Q3 | $1.02M | Sell |
8,499
-599
| -7% | -$72K | 0.13% | 117 |
|
|
2017
Q2 | $1.01M | Sell |
9,098
-49
| -0.5% | -$5.42K | 0.15% | 104 |
|
|
2017
Q1 | $981K | Buy |
9,147
+426
| +5% | +$45.7K | 0.14% | 103 |
|
|
2016
Q4 | $1M | Buy |
+8,721
| New | +$1M | 0.16% | 92 |
|