Lido 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 | $7.83M | Sell |
77,527
-10,934
| -12% | -$1.1M | 0.03% | 271 |
|
|
2025
Q1 | $9.73M | Buy |
88,461
+7,211
| +9% | +$793K | 0.04% | 226 |
|
|
2024
Q4 | $10.2M | Buy |
81,250
+8,058
| +11% | +$1.02M | 0.05% | 201 |
|
|
2024
Q3 | $9.98M | Buy |
73,192
+2,936
| +4% | +$400K | 0.05% | 188 |
|
|
2024
Q2 | $9.61M | Buy |
70,256
+843
| +1% | +$115K | 0.05% | 171 |
|
|
2024
Q1 | $10.3M | Buy |
69,413
+4,439
| +7% | +$660K | 0.06% | 162 |
|
|
2023
Q4 | $10.2M | Buy |
64,974
+30,312
| +87% | +$4.77M | 0.07% | 146 |
|
|
2023
Q3 | $5.4M | Buy |
34,662
+1,474
| +4% | +$230K | 0.04% | 209 |
|
|
2023
Q2 | $5.95M | Buy |
33,188
+3,338
| +11% | +$598K | 0.04% | 187 |
|
|
2023
Q1 | $5.79M | Buy |
29,850
+7,897
| +36% | +$1.53M | 0.06% | 182 |
|
|
2022
Q4 | $3.82M | Buy |
21,953
+325
| +2% | +$56.5K | 0.05% | 187 |
|
|
2022
Q3 | $3.49M | Buy |
21,628
+2,146
| +11% | +$347K | 0.04% | 170 |
|
|
2022
Q2 | $3.56M | Buy |
19,482
+502
| +3% | +$91.6K | 0.05% | 145 |
|
|
2022
Q1 | $4.07M | Buy |
18,980
+419
| +2% | +$89.8K | 0.05% | 150 |
|
|
2021
Q4 | $3.98M | Buy |
18,561
+2,303
| +14% | +$494K | 0.04% | 165 |
|
|
2021
Q3 | $2.96M | Buy |
16,258
+3,066
| +23% | +$558K | 0.04% | 190 |
|
|
2021
Q2 | $2.74M | Buy |
13,192
+1,770
| +15% | +$368K | 0.04% | 188 |
|
|
2021
Q1 | $1.94M | Buy |
11,422
+380
| +3% | +$64.6K | 0.03% | 206 |
|
|
2020
Q4 | $1.86M | Sell |
11,042
-1,953
| -15% | -$329K | 0.04% | 199 |
|
|
2020
Q3 | $2.17M | Buy |
12,995
+1,913
| +17% | +$319K | 0.06% | 145 |
|
|
2020
Q2 | $1.23M | Sell |
11,082
-3,175
| -22% | -$353K | 0.04% | 193 |
|
|
2020
Q1 | $1.33M | Sell |
14,257
-1,484
| -9% | -$139K | 0.06% | 164 |
|
|
2019
Q4 | $1.84M | Buy |
15,741
+4,947
| +46% | +$579K | 0.07% | 140 |
|
|
2019
Q3 | $1.29M | Buy |
10,794
+197
| +2% | +$23.6K | 0.07% | 153 |
|
|
2019
Q2 | $1.09M | Buy |
10,597
+162
| +2% | +$16.7K | 0.06% | 155 |
|
|
2019
Q1 | $1.17M | Buy |
10,435
+2,466
| +31% | +$276K | 0.08% | 144 |
|
|
2018
Q4 | $777K | Sell |
7,969
-1,854
| -19% | -$181K | 0.08% | 144 |
|
|
2018
Q3 | $1.15M | Buy |
9,823
+2,753
| +39% | +$321K | 0.11% | 100 |
|
|
2018
Q2 | $751K | Buy |
7,070
+901
| +15% | +$95.7K | 0.09% | 135 |
|
|
2018
Q1 | $645K | Buy |
6,169
+1,602
| +35% | +$167K | 0.09% | 141 |
|
|
2017
Q4 | $544K | Buy |
4,567
+732
| +19% | +$87.2K | 0.08% | 132 |
|
|
2017
Q3 | $450K | Buy |
3,835
+1,710
| +80% | +$201K | 0.07% | 150 |
|
|
2017
Q2 | $235K | Buy |
+2,125
| New | +$235K | 0.05% | 219 |
|
|
2017
Q1 | – | Sell |
-3,166
| Closed | -$363K | – | 276 |
|
|
2016
Q4 | $363K | Buy |
3,166
+1,215
| +62% | +$139K | 0.09% | 116 |
|
|
2016
Q3 | $213K | Buy |
1,951
+20
| +1% | +$2.18K | 0.07% | 132 |
|
|
2016
Q2 | $208K | Buy |
+1,931
| New | +$208K | 0.06% | 140 |
|