Orion Portfolio Solutions’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$10.8M Buy
2024
Q4
$11.7M Buy
2024
Q3
$11.4M Sell
2024
Q2
$12M Sell
2024
Q1
$13.6M Buy
2023
Q4
$12.7M Sell
2023
Q3
$14.7M Sell
2023
Q2
$17.6M Sell
2023
Q1
$19.9M Buy
2022
Q4
$2.41M Buy
2022
Q3
$1.86M Buy
2022
Q2
$1.32M Buy
2022
Q1
$1.08M Buy
2021
Q4
$996K Buy
2021
Q3
$808K Buy
2021
Q2
$834K Sell
2021
Q1
$702K Buy
2020
Q4
$668K Sell
2020
Q3
$708K Buy
2020
Q2
$435K Buy
2020
Q1
$286K Sell
2019
Q4
$676K Buy