OmniStar Financial Group’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 | $521K | Buy |
5,159
+872
| +20% | +$88K | 0.39% | 75 |
|
|
2025
Q1 | $474K | Buy |
4,287
+243
| +6% | +$26.9K | 0.37% | 78 |
|
|
2024
Q4 | $510K | Sell |
4,044
-919
| -19% | -$116K | 0.41% | 79 |
|
|
2024
Q3 | $680K | Buy |
+4,963
| New | +$680K | 0.51% | 86 |
|
|
2024
Q1 | – | Sell |
-4,197
| Closed | -$660K | – | 151 |
|
|
2023
Q4 | $660K | Sell |
4,197
-246
| -6% | -$38.7K | 0.83% | 43 |
|
|
2023
Q3 | $695K | Sell |
4,443
-360
| -7% | -$56.3K | 0.83% | 39 |
|
|
2023
Q2 | $860K | Sell |
4,803
-782
| -14% | -$140K | 1.01% | 28 |
|
|
2023
Q1 | $1.08M | Buy |
5,585
+801
| +17% | +$155K | 1.37% | 22 |
|
|
2022
Q4 | $832K | Sell |
4,784
-1,615
| -25% | -$281K | 0.95% | 39 |
|
|
2022
Q3 | $1.03M | Buy |
6,399
+2,212
| +53% | +$357K | 1.23% | 26 |
|
|
2022
Q2 | $764K | Buy |
4,187
+45
| +1% | +$8.21K | 0.85% | 44 |
|
|
2022
Q1 | $888K | Sell |
4,142
-171
| -4% | -$36.7K | 0.88% | 41 |
|
|
2021
Q4 | $924K | Buy |
4,313
+1,657
| +62% | +$355K | 0.95% | 37 |
|
|
2021
Q3 | $483K | Buy |
+2,656
| New | +$483K | 0.57% | 69 |
|
|
2021
Q2 | – | Sell |
-5,337
| Closed | -$907K | – | 113 |
|
|
2021
Q1 | $907K | Sell |
5,337
-6,578
| -55% | -$1.12M | 1.15% | 30 |
|
|
2020
Q4 | $2.01M | Sell |
11,915
-166
| -1% | -$28K | 1.41% | 19 |
|
|
2020
Q3 | $2.01M | Sell |
12,081
-6,143
| -34% | -$1.02M | 1.52% | 18 |
|
|
2020
Q2 | $2.03M | Sell |
18,224
-10,298
| -36% | -$1.14M | 1.67% | 20 |
|
|
2020
Q1 | $2.67M | Buy |
28,522
+1,245
| +5% | +$116K | 2.62% | 5 |
|
|
2019
Q4 | $3.19M | Sell |
27,277
-780
| -3% | -$91.3K | 2.69% | 5 |
|
|
2019
Q3 | $3.36M | Buy |
28,057
+10,680
| +61% | +$1.28M | 2.94% | 5 |
|
|
2019
Q2 | $1.8M | Buy |
17,377
+1,784
| +11% | +$184K | 1.61% | 17 |
|
|
2019
Q1 | $1.74M | Sell |
15,593
-6,928
| -31% | -$774K | 1.53% | 21 |
|
|
2018
Q4 | $2.2M | Sell |
22,521
-4,806
| -18% | -$469K | 2.24% | 9 |
|
|
2018
Q3 | $3.19M | Buy |
27,327
+845
| +3% | +$98.6K | 2.43% | 2 |
|
|
2018
Q2 | $2.81M | Buy |
26,482
+112
| +0.4% | +$11.9K | 2.68% | 3 |
|
|
2018
Q1 | $2.76M | Sell |
26,370
-1,868
| -7% | -$196K | 2.64% | 3 |
|
|
2017
Q4 | $3.36M | Buy |
+28,238
| New | +$3.36M | 3.08% | 4 |
|