OIA
Optimum Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
11,634
-100
| -0.9% | -$10.1K | 0.51% | 40 |
|
|
2025
Q1 | $1.29M | Sell |
11,734
-300
| -2% | -$33K | 0.61% | 31 |
|
|
2024
Q4 | $1.52M | Sell |
12,034
-50
| -0.4% | -$6.31K | 0.67% | 25 |
|
|
2024
Q3 | $1.65M | Hold |
12,084
| – | – | 0.71% | 23 |
|
|
2024
Q2 | $1.65M | Sell |
12,084
-89
| -0.7% | -$12.2K | 0.74% | 20 |
|
|
2024
Q1 | $1.81M | Buy |
12,173
+2
| +0% | +$297 | 0.83% | 19 |
|
|
2023
Q4 | $1.91M | Sell |
12,171
-150
| -1% | -$23.6K | 0.96% | 16 |
|
|
2023
Q3 | $1.92M | Buy |
12,321
+2
| +0% | +$312 | 0.98% | 17 |
|
|
2023
Q2 | $2.21M | Buy |
12,319
+1
| +0% | +$179 | 1.08% | 14 |
|
|
2023
Q1 | $2.39M | Buy |
12,318
+581
| +5% | +$113K | 1.25% | 11 |
|
|
2022
Q4 | $2.04M | Sell |
11,737
-99
| -0.8% | -$17.2K | 1.11% | 14 |
|
|
2022
Q3 | $1.91M | Buy |
11,836
+169
| +1% | +$27.3K | 1.03% | 12 |
|
|
2022
Q2 | $2.13M | Hold |
11,667
| – | – | 1.07% | 12 |
|
|
2022
Q1 | $2.5M | Sell |
11,667
-1
| -0% | -$214 | 1.05% | 15 |
|
|
2021
Q4 | $2.5M | Sell |
11,668
-998
| -8% | -$214K | 0.97% | 17 |
|
|
2021
Q3 | $2.31M | Sell |
12,666
-1,173
| -8% | -$214K | 0.97% | 19 |
|
|
2021
Q2 | $2.88M | Sell |
13,839
-1,298
| -9% | -$270K | 0.9% | 20 |
|
|
2021
Q1 | $2.57M | Buy |
15,137
+3
| +0% | +$510 | 0.75% | 29 |
|
|
2020
Q4 | $2.55M | Buy |
15,134
+252
| +2% | +$42.4K | 0.77% | 29 |
|
|
2020
Q3 | $2.48M | Sell |
14,882
-1,198
| -7% | -$200K | 0.83% | 25 |
|
|
2020
Q2 | $1.79M | Sell |
16,080
-750
| -4% | -$83.4K | 0.62% | 37 |
|
|
2020
Q1 | $1.57M | Sell |
16,830
-1,810
| -10% | -$169K | 0.64% | 30 |
|
|
2019
Q4 | $2.18M | Buy |
18,640
+678
| +4% | +$79.4K | 0.65% | 28 |
|
|
2019
Q3 | $2.15M | Sell |
17,962
-829
| -4% | -$99.3K | 0.68% | 28 |
|
|
2019
Q2 | $1.94M | Hold |
18,791
| – | – | 0.63% | 30 |
|
|
2019
Q1 | $2.1M | Hold |
18,791
| – | – | 0.69% | 28 |
|
|
2018
Q4 | $1.83M | Sell |
18,791
-1,325
| -7% | -$129K | 0.63% | 32 |
|
|
2018
Q3 | $2.35M | Buy |
20,116
+900
| +5% | +$105K | 0.65% | 30 |
|
|
2018
Q2 | $2.04M | Buy |
19,216
+275
| +1% | +$29.2K | 0.59% | 33 |
|
|
2018
Q1 | $1.98M | Buy |
18,941
+536
| +3% | +$56.1K | 0.58% | 33 |
|
|
2017
Q4 | $2.19M | Hold |
18,405
| – | – | 0.7% | 32 |
|
|
2017
Q3 | $2.21M | Hold |
18,405
| – | – | 0.74% | 33 |
|
|
2017
Q2 | $2.04M | Sell |
18,405
-500
| -3% | -$55.3K | 0.7% | 33 |
|
|
2017
Q1 | $2.03M | Hold |
18,905
| – | – | 0.72% | 33 |
|
|
2016
Q4 | $2.17M | Buy |
18,905
+16,500
| +686% | +$1.89M | 0.82% | 30 |
|
|
2016
Q3 | $263K | Sell |
2,405
-103
| -4% | -$11.3K | 0.1% | 233 |
|
|
2016
Q2 | $270K | Sell |
2,508
-500
| -17% | -$53.8K | 0.1% | 217 |
|
|
2016
Q1 | $317K | Sell |
3,008
-200
| -6% | -$21.1K | 0.12% | 196 |
|
|
2015
Q4 | $309K | Buy |
3,208
+230
| +8% | +$22.2K | 0.12% | 207 |
|
|
2015
Q3 | $294K | Buy |
+2,978
| New | +$294K | 0.12% | 204 |
|
|
2015
Q1 | $263K | Buy |
2,717
+1
| +0% | +$97 | 0.08% | 242 |
|
|
2014
Q4 | $302K | Buy |
2,716
+202
| +8% | +$22.5K | 0.1% | 205 |
|
|
2014
Q3 | $258K | Buy |
2,514
+1
| +0% | +$103 | 0.09% | 215 |
|
|
2014
Q2 | $258K | Buy |
2,513
+910
| +57% | +$93.4K | 0.08% | 226 |
|
|
2014
Q1 | $156K | Hold |
1,603
| – | – | 0.06% | 250 |
|
|
2013
Q4 | $168K | Sell |
1,603
-14,279
| -90% | -$1.5M | 0.06% | 244 |
|
|
2013
Q3 | $1.45M | Buy |
+15,882
| New | +$1.45M | 0.6% | 40 |
|