Nisa Investment 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 | $17M | Buy |
168,392
+9,036
| +6% | +$912K | 0.08% | 195 |
|
|
2025
Q1 | $17.5M | Sell |
159,356
-14,689
| -8% | -$1.62M | 0.09% | 191 |
|
|
2024
Q4 | $21.9M | Sell |
174,045
-6,356
| -4% | -$801K | 0.09% | 176 |
|
|
2024
Q3 | $24.6M | Sell |
180,401
-208
| -0.1% | -$28.4K | 0.15% | 141 |
|
|
2024
Q2 | $24.7M | Sell |
180,609
-15,108
| -8% | -$2.07M | 0.16% | 136 |
|
|
2024
Q1 | $28.9M | Sell |
195,717
-2,618
| -1% | -$387K | 0.19% | 118 |
|
|
2023
Q4 | $31.2M | Sell |
198,335
-2,704
| -1% | -$425K | 0.22% | 98 |
|
|
2023
Q3 | $31.3M | Sell |
201,039
-9,816
| -5% | -$1.53M | 0.24% | 90 |
|
|
2023
Q2 | $37.8M | Buy |
210,855
+8,887
| +4% | +$1.59M | 0.28% | 76 |
|
|
2023
Q1 | $39.2M | Sell |
201,968
-4,383
| -2% | -$850K | 0.31% | 72 |
|
|
2022
Q4 | $35.9M | Sell |
206,351
-5,629
| -3% | -$979K | 0.28% | 82 |
|
|
2022
Q3 | $34.3M | Buy |
211,980
+16,343
| +8% | +$2.64M | 0.29% | 74 |
|
|
2022
Q2 | $35.7M | Sell |
195,637
-11,744
| -6% | -$2.14M | 0.31% | 67 |
|
|
2022
Q1 | $44.5M | Buy |
207,381
+13,672
| +7% | +$2.93M | 0.31% | 68 |
|
|
2021
Q4 | $39.2M | Sell |
193,709
-10,248
| -5% | -$2.07M | 0.29% | 81 |
|
|
2021
Q3 | $37.1K | Sell |
203,957
-2,450
| -1% | -$446 | 0.23% | 93 |
|
|
2021
Q2 | $42.9K | Sell |
206,407
-16,475
| -7% | -$3.43K | 0.27% | 79 |
|
|
2021
Q1 | $37.9K | Sell |
222,882
-8,110
| -4% | -$1.38K | 0.24% | 85 |
|
|
2020
Q4 | $38.9M | Buy |
230,992
+675
| +0.3% | +$114K | 0.25% | 90 |
|
|
2020
Q3 | $38.4M | Buy |
230,317
+9,500
| +4% | +$1.58M | 0.31% | 72 |
|
|
2020
Q2 | $24.6M | Sell |
220,817
-5,170
| -2% | -$575K | 0.23% | 99 |
|
|
2020
Q1 | $21.1M | Buy |
225,987
+15,920
| +8% | +$1.49M | 0.24% | 102 |
|
|
2019
Q4 | $24.6M | Buy |
210,067
+4,250
| +2% | +$497K | 0.21% | 110 |
|
|
2019
Q3 | $24.7M | Sell |
205,817
-3,880
| -2% | -$465K | 0.22% | 101 |
|
|
2019
Q2 | $21.7M | Sell |
209,697
-21,305
| -9% | -$2.2M | 0.21% | 105 |
|
|
2019
Q1 | $25.8M | Sell |
231,002
-250
| -0.1% | -$27.9K | 0.25% | 90 |
|
|
2018
Q4 | $22.6M | Sell |
231,252
-505
| -0.2% | -$49.3K | 0.25% | 91 |
|
|
2018
Q3 | $27.1M | Sell |
231,757
-3,405
| -1% | -$398K | 0.25% | 90 |
|
|
2018
Q2 | $25M | Buy |
235,162
+7,140
| +3% | +$758K | 0.26% | 83 |
|
|
2018
Q1 | $23.9M | Sell |
228,022
-28,300
| -11% | -$2.96M | 0.25% | 90 |
|
|
2017
Q4 | $30.5M | Buy |
256,322
+7,530
| +3% | +$897K | 0.31% | 72 |
|
|
2017
Q3 | $29.9M | Buy |
248,792
+6,700
| +3% | +$805K | 0.34% | 65 |
|
|
2017
Q2 | $26.6M | Sell |
242,092
-15,550
| -6% | -$1.71M | 0.31% | 69 |
|
|
2017
Q1 | $27.6M | Buy |
257,642
+395
| +0.2% | +$42.4K | 0.33% | 62 |
|
|
2016
Q4 | $29.5M | Sell |
257,247
-1,171
| -0.5% | -$134K | 0.36% | 56 |
|
|
2016
Q3 | $28.3M | Buy |
258,418
+1,275
| +0.5% | +$139K | 0.37% | 54 |
|
|
2016
Q2 | $27.7M | Buy |
257,143
+11,935
| +5% | +$1.29M | 0.37% | 54 |
|
|
2016
Q1 | $25.9M | Sell |
245,208
-700
| -0.3% | -$73.8K | 0.37% | 54 |
|
|
2015
Q4 | $23.7M | Buy |
245,908
+1,400
| +0.6% | +$135K | 0.34% | 66 |
|
|
2015
Q3 | $24.1M | Sell |
244,508
-21,000
| -8% | -$2.07M | 0.37% | 59 |
|
|
2015
Q2 | $25.7M | Buy |
265,508
+9,963
| +4% | +$966K | 0.36% | 62 |
|
|
2015
Q1 | $24.8M | Sell |
255,545
-3,350
| -1% | -$325K | 0.34% | 63 |
|
|
2014
Q4 | $28.8M | Sell |
258,895
-10,150
| -4% | -$1.13M | 0.4% | 54 |
|
|
2014
Q3 | $26.4M | Buy |
269,045
+8,400
| +3% | +$826K | 0.37% | 58 |
|
|
2014
Q2 | $26.8M | Sell |
260,645
-8,900
| -3% | -$914K | 0.37% | 58 |
|
|
2014
Q1 | $26.2M | Sell |
269,545
-5,300
| -2% | -$516K | 0.37% | 59 |
|
|
2013
Q4 | $28.9M | Buy |
274,845
+4,000
| +1% | +$420K | 0.41% | 54 |
|
|
2013
Q3 | $24.7M | Sell |
270,845
-29,564
| -10% | -$2.7M | 0.38% | 56 |
|
|
2013
Q2 | $26M | Buy |
+300,409
| New | +$26M | 0.4% | 54 |
|