HS
Horan Securities’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,864
| Closed | -$235K | – | 140 |
|
|
2024
Q4 | $235K | Sell |
1,864
-86
| -4% | -$10.8K | 0.09% | 113 |
|
|
2024
Q3 | $266K | Buy |
1,950
+13
| +0.7% | +$1.77K | 0.1% | 110 |
|
|
2024
Q2 | $265K | Sell |
1,937
-1
| -0.1% | -$137 | 0.11% | 97 |
|
|
2024
Q1 | $288K | Sell |
1,938
-65
| -3% | -$9.66K | 0.14% | 82 |
|
|
2023
Q4 | $315K | Buy |
2,003
+18
| +0.9% | +$2.83K | 0.16% | 69 |
|
|
2023
Q3 | $309K | Sell |
1,985
-8,569
| -81% | -$1.34M | 0.16% | 67 |
|
|
2023
Q2 | $1.89M | Buy |
10,554
+49
| +0.5% | +$8.78K | 0.8% | 12 |
|
|
2023
Q1 | $2.04M | Buy |
10,505
+148
| +1% | +$28.7K | 1.05% | 7 |
|
|
2022
Q4 | $1.8M | Buy |
10,357
+14
| +0.1% | +$2.43K | 1.01% | 8 |
|
|
2022
Q3 | $1.67M | Buy |
10,343
+39
| +0.4% | +$6.3K | 1.03% | 9 |
|
|
2022
Q2 | $1.86M | Buy |
10,304
+133
| +1% | +$24K | 1.12% | 8 |
|
|
2022
Q1 | $2.18M | Buy |
10,171
+8,696
| +590% | +$1.86M | 1.28% | 6 |
|
|
2021
Q4 | $316K | Buy |
+1,475
| New | +$316K | 0.19% | 44 |
|
|
2021
Q2 | $199K | Buy |
958
+513
| +115% | +$107K | 0.14% | 66 |
|
|
2021
Q1 | $76K | Buy |
445
+355
| +394% | +$60.6K | 0.06% | 105 |
|
|
2020
Q4 | $15K | Buy |
90
+30
| +50% | +$5K | 0.01% | 221 |
|
|
2020
Q3 | $10K | Sell |
60
-23
| -28% | -$3.83K | 0.01% | 214 |
|
|
2020
Q2 | $9K | Buy |
+83
| New | +$9K | 0.01% | 188 |
|