JT Stratford LLC’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 | $205K | Buy |
+2,028
| New | +$205K | 0.03% | 293 |
|
|
2025
Q1 | – | Sell |
-2,097
| Closed | -$264K | – | 332 |
|
|
2024
Q4 | $264K | Sell |
2,097
-996
| -32% | -$126K | 0.04% | 252 |
|
|
2024
Q3 | $422K | Sell |
3,093
-1,722
| -36% | -$235K | 0.07% | 214 |
|
|
2024
Q2 | $659K | Sell |
4,815
-516
| -10% | -$70.6K | 0.12% | 163 |
|
|
2024
Q1 | $792K | Sell |
5,331
-135
| -2% | -$20.1K | 0.16% | 156 |
|
|
2023
Q4 | $859K | Sell |
5,466
-827
| -13% | -$130K | 0.2% | 128 |
|
|
2023
Q3 | $981K | Sell |
6,293
-3,157
| -33% | -$492K | 0.25% | 107 |
|
|
2023
Q2 | $1.69M | Sell |
9,450
-4,002
| -30% | -$717K | 0.46% | 58 |
|
|
2023
Q1 | $2.61M | Buy |
13,452
+3,205
| +31% | +$622K | 0.75% | 28 |
|
|
2022
Q4 | $1.78M | Buy |
10,247
+4,526
| +79% | +$787K | 0.57% | 42 |
|
|
2022
Q3 | $924K | Sell |
5,721
-644
| -10% | -$104K | 0.33% | 73 |
|
|
2022
Q2 | $1.16M | Buy |
6,365
+1,098
| +21% | +$200K | 0.37% | 71 |
|
|
2022
Q1 | $1.13M | Sell |
5,267
-240
| -4% | -$51.5K | 0.33% | 73 |
|
|
2021
Q4 | $1.18M | Buy |
5,507
+47
| +0.9% | +$10.1K | 0.32% | 77 |
|
|
2021
Q3 | $994K | Buy |
5,460
+76
| +1% | +$13.8K | 0.31% | 79 |
|
|
2021
Q2 | $1.12M | Sell |
5,384
-57
| -1% | -$11.9K | 0.36% | 79 |
|
|
2021
Q1 | $925K | Buy |
5,441
+143
| +3% | +$24.3K | 0.33% | 80 |
|
|
2020
Q4 | $892K | Buy |
5,298
+342
| +7% | +$57.6K | 0.33% | 78 |
|
|
2020
Q3 | $826K | Sell |
4,956
-461
| -9% | -$76.8K | 0.36% | 69 |
|
|
2020
Q2 | $602K | Buy |
5,417
+951
| +21% | +$106K | 0.31% | 83 |
|
|
2020
Q1 | $417K | Buy |
4,466
+1,798
| +67% | +$168K | 0.26% | 75 |
|
|
2019
Q4 | $312K | Sell |
2,668
-237
| -8% | -$27.7K | 0.14% | 110 |
|
|
2019
Q3 | $348K | Buy |
2,905
+523
| +22% | +$62.7K | 0.2% | 106 |
|
|
2019
Q2 | $246K | Sell |
2,382
-769
| -24% | -$79.4K | 0.14% | 120 |
|
|
2019
Q1 | $352K | Buy |
3,151
+118
| +4% | +$13.2K | 0.2% | 88 |
|
|
2018
Q4 | $296K | Buy |
+3,033
| New | +$296K | 0.2% | 81 |
|
|
2017
Q1 | – | Sell |
-13,044
| Closed | -$1.5M | – | 119 |
|
|
2016
Q4 | $1.5M | Buy |
+13,044
| New | +$1.5M | 1.26% | 31 |
|