Optas LLC’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 | $238K | Buy |
2,357
+60
| +3% | +$6.06K | 0.05% | 276 |
|
|
2025
Q1 | $253K | Buy |
2,297
+99
| +5% | +$10.9K | 0.04% | 234 |
|
|
2024
Q4 | $277K | Buy |
2,198
+456
| +26% | +$57.5K | 0.06% | 194 |
|
|
2024
Q3 | $238K | Sell |
1,742
-217
| -11% | -$29.6K | 0.05% | 207 |
|
|
2024
Q2 | $268K | Sell |
1,959
-108
| -5% | -$14.8K | 0.07% | 158 |
|
|
2024
Q1 | $307K | Buy |
2,067
+189
| +10% | +$28.1K | 0.08% | 137 |
|
|
2023
Q4 | $295K | Buy |
1,878
+110
| +6% | +$17.3K | 0.09% | 139 |
|
|
2023
Q3 | $276K | Buy |
+1,768
| New | +$276K | 0.09% | 130 |
|
|
2020
Q4 | – | Sell |
-1,392
| Closed | -$232K | – | 172 |
|
|
2020
Q3 | $232K | Buy |
+1,392
| New | +$232K | 0.07% | 141 |
|