MA
Modus Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-182
| Closed | -$23K | – | 294 |
|
|
2024
Q4 | $23K | Sell |
182
-9,034
| -98% | -$1.14M | 0.01% | 192 |
|
|
2024
Q3 | $1.26M | Sell |
9,216
-753
| -8% | -$103K | 0.41% | 61 |
|
|
2024
Q2 | $1.36M | Sell |
9,969
-295
| -3% | -$40.4K | 0.48% | 56 |
|
|
2024
Q1 | $1.53M | Sell |
10,264
-417
| -4% | -$62K | 0.56% | 51 |
|
|
2023
Q4 | $1.68M | Sell |
10,681
-253
| -2% | -$39.8K | 0.68% | 45 |
|
|
2023
Q3 | $1.7M | Buy |
10,934
+142
| +1% | +$22.1K | 0.74% | 48 |
|
|
2023
Q2 | $1.93M | Buy |
10,792
+254
| +2% | +$45.5K | 0.83% | 48 |
|
|
2023
Q1 | $2.04M | Buy |
10,538
+60
| +0.6% | +$11.6K | 0.94% | 45 |
|
|
2022
Q4 | $1.82M | Buy |
10,478
+738
| +8% | +$128K | 0.88% | 46 |
|
|
2022
Q3 | $1.57M | Buy |
9,740
+36
| +0.4% | +$5.81K | 0.83% | 42 |
|
|
2022
Q2 | $1.77M | Buy |
9,704
+322
| +3% | +$58.8K | 0.9% | 39 |
|
|
2022
Q1 | $2.01M | Buy |
9,382
+48
| +0.5% | +$10.3K | 0.88% | 38 |
|
|
2021
Q4 | $2M | Sell |
9,334
-580
| -6% | -$124K | 0.85% | 38 |
|
|
2021
Q3 | $1.81M | Buy |
9,914
+325
| +3% | +$59.2K | 0.78% | 40 |
|
|
2021
Q2 | $1.99M | Sell |
9,589
-104
| -1% | -$21.6K | 0.84% | 38 |
|
|
2021
Q1 | $1.65M | Buy |
9,693
+779
| +9% | +$132K | 0.76% | 44 |
|
|
2020
Q4 | $1.5M | Buy |
8,914
+574
| +7% | +$96.7K | 0.78% | 44 |
|
|
2020
Q3 | $1.39M | Buy |
8,340
+820
| +11% | +$137K | 0.8% | 41 |
|
|
2020
Q2 | $836K | Buy |
7,520
+2,572
| +52% | +$286K | 0.55% | 48 |
|
|
2020
Q1 | $462K | Buy |
4,948
+501
| +11% | +$46.8K | 0.43% | 40 |
|
|
2019
Q4 | $521K | Buy |
+4,447
| New | +$521K | 0.41% | 46 |
|