MSA
Marino Stram & Associates’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
5,683
-962
| -14% | -$97.1K | 0.12% | 108 |
|
|
2025
Q1 | $731K | Buy |
6,645
+248
| +4% | +$27.3K | 0.16% | 97 |
|
|
2024
Q4 | $807K | Sell |
6,397
-303
| -5% | -$38.2K | 0.18% | 94 |
|
|
2024
Q3 | $914K | Sell |
6,700
-71
| -1% | -$9.68K | 0.2% | 84 |
|
|
2024
Q2 | $927K | Buy |
6,771
+122
| +2% | +$16.7K | 0.23% | 74 |
|
|
2024
Q1 | $988K | Buy |
6,649
+501
| +8% | +$74.5K | 0.23% | 71 |
|
|
2023
Q4 | $967K | Buy |
6,148
+10
| +0.2% | +$1.57K | 0.25% | 64 |
|
|
2023
Q3 | $957K | Buy |
6,138
+79
| +1% | +$12.3K | 0.28% | 56 |
|
|
2023
Q2 | $1.09M | Sell |
6,059
-118
| -2% | -$21.2K | 0.31% | 50 |
|
|
2023
Q1 | $1.2M | Buy |
6,177
+390
| +7% | +$75.7K | 0.36% | 44 |
|
|
2022
Q4 | $1.01M | Buy |
5,787
+172
| +3% | +$29.9K | 0.32% | 51 |
|
|
2022
Q3 | $907K | Buy |
5,615
+303
| +6% | +$48.9K | 0.33% | 51 |
|
|
2022
Q2 | $970K | Buy |
5,312
+5
| +0.1% | +$913 | 0.34% | 51 |
|
|
2022
Q1 | $1.14M | Buy |
5,307
+121
| +2% | +$25.9K | 0.36% | 43 |
|
|
2021
Q4 | $1.11M | Buy |
5,186
+175
| +3% | +$37.5K | 0.34% | 47 |
|
|
2021
Q3 | $912K | Sell |
5,011
-2,028
| -29% | -$369K | 0.32% | 52 |
|
|
2021
Q2 | $1.46M | Buy |
7,039
+2,585
| +58% | +$538K | 0.38% | 64 |
|
|
2021
Q1 | $757K | Buy |
4,454
+357
| +9% | +$60.7K | 0.3% | 54 |
|
|
2020
Q4 | $690K | Buy |
4,097
+125
| +3% | +$21.1K | 0.31% | 49 |
|
|
2020
Q3 | $662K | Buy |
3,972
+352
| +10% | +$58.7K | 0.35% | 49 |
|
|
2020
Q2 | $402K | Buy |
3,620
+345
| +11% | +$38.3K | 0.24% | 68 |
|
|
2020
Q1 | $306K | Buy |
3,275
+1,211
| +59% | +$113K | 0.24% | 66 |
|
|
2019
Q4 | $242K | Buy |
2,064
+234
| +13% | +$27.4K | 0.16% | 80 |
|
|
2019
Q3 | $219K | Buy |
+1,830
| New | +$219K | 0.16% | 82 |
|
|
2019
Q2 | – | Sell |
-468
| Closed | -$52K | – | 535 |
|
|
2019
Q1 | $52K | Buy |
468
+456
| +3,800% | +$50.7K | 0.04% | 158 |
|
|
2018
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 587 |
|