DAS
Dynamic Advisor Solutions’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
20,260
-1,283
| -6% | -$130K | 0.06% | 302 |
|
|
2025
Q1 | $2.37M | Buy |
+21,543
| New | +$2.37M | 0.08% | 249 |
|
|
2024
Q4 | – | Sell |
-22,522
| Closed | -$3.07M | – | 857 |
|
|
2024
Q3 | $3.07M | Buy |
22,522
+150
| +0.7% | +$20.5K | 0.09% | 239 |
|
|
2024
Q2 | $3.06M | Buy |
22,372
+3,318
| +17% | +$454K | 0.1% | 234 |
|
|
2024
Q1 | $2.83M | Sell |
19,054
-757
| -4% | -$113K | 0.1% | 252 |
|
|
2023
Q4 | $3.14M | Buy |
19,811
+1,116
| +6% | +$177K | 0.12% | 217 |
|
|
2023
Q3 | $2.91M | Buy |
18,695
+1,272
| +7% | +$198K | 0.14% | 180 |
|
|
2023
Q2 | $3.12M | Buy |
17,423
+3,406
| +24% | +$611K | 0.16% | 164 |
|
|
2023
Q1 | $2.72M | Buy |
14,017
+1,561
| +13% | +$303K | 0.16% | 166 |
|
|
2022
Q4 | $2.17M | Buy |
12,456
+1,061
| +9% | +$184K | 0.15% | 163 |
|
|
2022
Q3 | $1.84M | Buy |
11,395
+316
| +3% | +$51.1K | 0.14% | 162 |
|
|
2022
Q2 | $2.02M | Buy |
11,079
+2,054
| +23% | +$375K | 0.16% | 152 |
|
|
2022
Q1 | $1.94M | Buy |
9,025
+163
| +2% | +$35K | 0.13% | 165 |
|
|
2021
Q4 | $1.9M | Sell |
8,862
-782
| -8% | -$168K | 0.14% | 172 |
|
|
2021
Q3 | $1.76M | Buy |
9,644
+390
| +4% | +$71K | 0.13% | 187 |
|
|
2021
Q2 | $1.93M | Buy |
9,254
+1,942
| +27% | +$404K | 0.15% | 163 |
|
|
2021
Q1 | $1.24M | Sell |
7,312
-4,311
| -37% | -$733K | 0.12% | 212 |
|
|
2020
Q4 | $1.96M | Buy |
11,623
+1,319
| +13% | +$222K | 0.18% | 140 |
|
|
2020
Q3 | $1.72M | Buy |
10,304
+1,752
| +20% | +$292K | 0.19% | 138 |
|
|
2020
Q2 | $951K | Buy |
8,552
+762
| +10% | +$84.7K | 0.13% | 190 |
|
|
2020
Q1 | $728K | Buy |
7,790
+320
| +4% | +$29.9K | 0.13% | 187 |
|
|
2019
Q4 | $874K | Buy |
7,470
+171
| +2% | +$20K | 0.12% | 208 |
|
|
2019
Q3 | $875K | Sell |
7,299
-295
| -4% | -$35.4K | 0.14% | 188 |
|
|
2019
Q2 | $784K | Buy |
7,594
+743
| +11% | +$76.7K | 0.13% | 190 |
|
|
2019
Q1 | $766K | Sell |
6,851
-121
| -2% | -$13.5K | 0.14% | 166 |
|
|
2018
Q4 | $703K | Sell |
6,972
-14,839
| -68% | -$1.5M | 0.15% | 158 |
|
|
2018
Q3 | $2.55M | Sell |
21,811
-295
| -1% | -$34.4K | 0.53% | 46 |
|
|
2018
Q2 | $2.35M | Buy |
22,106
+15,487
| +234% | +$1.64M | 0.53% | 47 |
|
|
2018
Q1 | $692K | Sell |
6,619
-9,884
| -60% | -$1.03M | 0.18% | 150 |
|
|
2017
Q4 | $1.97M | Buy |
16,503
+665
| +4% | +$79.3K | 0.64% | 45 |
|
|
2017
Q3 | $1.9M | Sell |
15,838
-60
| -0.4% | -$7.21K | 0.75% | 37 |
|
|
2017
Q2 | $1.76M | Buy |
15,898
+424
| +3% | +$46.9K | 0.68% | 44 |
|
|
2017
Q1 | $1.66M | Buy |
15,474
+2,431
| +19% | +$261K | 0.65% | 41 |
|
|
2016
Q4 | $1.5M | Sell |
13,043
-1,614
| -11% | -$185K | 0.6% | 46 |
|
|
2016
Q3 | $1.6M | Sell |
14,657
-5,143
| -26% | -$562K | 0.61% | 47 |
|
|
2016
Q2 | $2.13M | Sell |
19,800
-962
| -5% | -$104K | 0.86% | 30 |
|
|
2016
Q1 | $2.19M | Sell |
20,762
-264
| -1% | -$27.8K | 0.93% | 27 |
|
|
2015
Q4 | $2.02M | Buy |
21,026
+1,362
| +7% | +$131K | 0.84% | 33 |
|
|
2015
Q3 | $1.94M | Sell |
19,664
-244
| -1% | -$24.1K | 0.98% | 27 |
|
|
2015
Q2 | $1.93M | Buy |
19,908
+5,722
| +40% | +$554K | 1.13% | 25 |
|
|
2015
Q1 | $1.38M | Buy |
14,186
+3,806
| +37% | +$369K | 0.69% | 45 |
|
|
2014
Q4 | $1.15M | Sell |
10,380
-2,300
| -18% | -$256K | 0.62% | 46 |
|
|
2014
Q3 | $1.25M | Buy |
12,680
+4,123
| +48% | +$405K | 0.68% | 43 |
|
|
2014
Q2 | $878K | Sell |
8,557
-2,046
| -19% | -$210K | 0.53% | 53 |
|
|
2014
Q1 | $1.03M | Buy |
10,603
+2,839
| +37% | +$277K | 0.7% | 42 |
|
|
2013
Q4 | $816K | Buy |
+7,764
| New | +$816K | 0.6% | 48 |
|