IMA Advisory Services’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 | $50.2K | Hold |
497
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $54.7K | Buy |
+497
| New | +$54.7K | 0.01% | 230 |
|
|
2024
Q4 | – | Sell |
-497
| Closed | -$67.8K | – | 279 |
|
|
2024
Q3 | $67.8K | Buy |
+497
| New | +$67.8K | 0.01% | 166 |
|
|
2023
Q4 | – | Sell |
-142
| Closed | -$22.1K | – | 258 |
|
|
2023
Q3 | $22.1K | Hold |
142
| – | – | 0.01% | 212 |
|
|
2023
Q2 | $25.5K | Buy |
142
+71
| +100% | +$12.7K | 0.01% | 212 |
|
|
2023
Q1 | $13.8K | Sell |
71
-71
| -50% | -$13.8K | ﹤0.01% | 231 |
|
|
2022
Q4 | $24.7K | Hold |
142
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $23K | Hold |
142
| – | – | 0.01% | 213 |
|
|
2022
Q2 | $26K | Hold |
142
| – | – | 0.01% | 220 |
|
|
2022
Q1 | $30K | Hold |
142
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $30K | Sell |
142
-12
| -8% | -$2.54K | 0.01% | 187 |
|
|
2021
Q3 | $28K | Hold |
154
| – | – | 0.01% | 179 |
|
|
2021
Q2 | $32K | Hold |
154
| – | – | 0.01% | 168 |
|
|
2021
Q1 | $26K | Hold |
154
| – | – | 0.01% | 182 |
|
|
2020
Q4 | $26K | Hold |
154
| – | – | 0.01% | 168 |
|
|
2020
Q3 | $26K | Buy |
154
+12
| +8% | +$2.03K | 0.01% | 166 |
|
|
2020
Q2 | $16K | Hold |
142
| – | – | 0.01% | 184 |
|
|
2020
Q1 | $13K | Sell |
142
-101
| -42% | -$9.25K | 0.01% | 193 |
|
|
2019
Q4 | $28K | Buy |
243
+101
| +71% | +$11.6K | 0.01% | 169 |
|
|
2019
Q3 | $17K | Hold |
142
| – | – | 0.01% | 194 |
|
|
2019
Q2 | $15K | Buy |
+142
| New | +$15K | 0.01% | 188 |
|
|
2018
Q3 | – | Sell |
-51
| Closed | -$5K | – | 455 |
|
|
2018
Q2 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 328 |
|
|
2017
Q1 | – | Sell |
-2,860
| Closed | -$328K | – | 145 |
|
|
2016
Q4 | $328K | Sell |
2,860
-142
| -5% | -$16.3K | 0.2% | 97 |
|
|
2016
Q3 | $328K | Buy |
3,002
+142
| +5% | +$15.5K | 0.19% | 91 |
|
|
2016
Q2 | $308K | Sell |
2,860
-3,092
| -52% | -$333K | 0.19% | 88 |
|
|
2016
Q1 | $628K | Buy |
5,952
+1,474
| +33% | +$156K | 0.36% | 70 |
|
|
2015
Q4 | $427K | Buy |
4,478
+508
| +13% | +$48.4K | 0.26% | 82 |
|
|
2015
Q3 | $388K | Buy |
3,970
+30
| +0.8% | +$2.93K | 0.25% | 84 |
|
|
2015
Q2 | $382K | Sell |
3,940
-190
| -5% | -$18.4K | 0.18% | 98 |
|
|
2015
Q1 | $400K | Buy |
4,130
+30
| +0.7% | +$2.91K | 0.19% | 100 |
|
|
2014
Q4 | $456K | Sell |
4,100
-2,870
| -41% | -$319K | 0.24% | 90 |
|
|
2014
Q3 | $685K | Buy |
6,970
+620
| +10% | +$60.9K | 0.32% | 85 |
|
|
2014
Q2 | $652K | Sell |
6,350
-1,110
| -15% | -$114K | 0.3% | 91 |
|
|
2014
Q1 | $726K | Buy |
7,460
+20
| +0.3% | +$1.95K | 0.34% | 84 |
|
|
2013
Q4 | $782K | Sell |
7,440
-3,370
| -31% | -$354K | 0.37% | 81 |
|
|
2013
Q3 | $988K | Buy |
10,810
+680
| +7% | +$62.2K | 0.48% | 66 |
|
|
2013
Q2 | $876K | Buy |
+10,130
| New | +$876K | 0.48% | 70 |
|