Detalus 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
Q2 | $206K | Hold |
2,044
| – | – | 0.06% | 165 |
|
|
2025
Q1 | $225K | Hold |
2,044
| – | – | 0.07% | 146 |
|
|
2024
Q4 | $258K | Sell |
2,044
-106
| -5% | -$13.4K | 0.08% | 126 |
|
|
2024
Q3 | $293K | Hold |
2,150
| – | – | 0.1% | 119 |
|
|
2024
Q2 | $294K | Buy |
2,150
+161
| +8% | +$22K | 0.1% | 112 |
|
|
2024
Q1 | $296K | Sell |
1,989
-70
| -3% | -$10.4K | 0.11% | 113 |
|
|
2023
Q4 | $324K | Sell |
2,059
-29
| -1% | -$4.56K | 0.13% | 96 |
|
|
2023
Q3 | $325K | Sell |
2,088
-80
| -4% | -$12.5K | 0.15% | 87 |
|
|
2023
Q2 | $389K | Buy |
2,168
+57
| +3% | +$10.2K | 0.17% | 86 |
|
|
2023
Q1 | $409K | Hold |
2,111
| – | – | 0.2% | 87 |
|
|
2022
Q4 | $367K | Sell |
2,111
-500
| -19% | -$86.9K | 0.18% | 90 |
|
|
2022
Q3 | $422K | Sell |
2,611
-150
| -5% | -$24.2K | 0.25% | 79 |
|
|
2022
Q2 | $504K | Hold |
2,761
| – | – | 0.3% | 60 |
|
|
2022
Q1 | $592K | Sell |
2,761
-100
| -3% | -$21.4K | 0.31% | 55 |
|
|
2021
Q4 | $613K | Sell |
2,861
-200
| -7% | -$42.9K | 0.29% | 57 |
|
|
2021
Q3 | $557K | Buy |
3,061
+300
| +11% | +$54.6K | 0.28% | 62 |
|
|
2021
Q2 | $574K | Sell |
2,761
-2,045
| -43% | -$425K | 0.31% | 56 |
|
|
2021
Q1 | $817K | Buy |
4,806
+60
| +1% | +$10.2K | 0.48% | 38 |
|
|
2020
Q4 | $799K | Buy |
4,746
+2,751
| +138% | +$463K | 0.5% | 31 |
|
|
2020
Q3 | $332K | Sell |
1,995
-893
| -31% | -$149K | 0.24% | 68 |
|
|
2020
Q2 | $321K | Sell |
2,888
-597
| -17% | -$66.4K | 0.25% | 66 |
|
|
2020
Q1 | $326K | Hold |
3,485
| – | – | 0.3% | 61 |
|
|
2019
Q4 | $408K | Buy |
+3,485
| New | +$408K | 0.3% | 56 |
|