Peloton Wealth Strategists’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 | $1.94M | Sell |
19,221
-410
| -2% | -$41.4K | 0.78% | 47 |
|
|
2025
Q1 | $2.16M | Sell |
19,631
-2,775
| -12% | -$305K | 0.9% | 42 |
|
|
2024
Q4 | $2.83M | Sell |
22,406
-440
| -2% | -$55.5K | 1.14% | 32 |
|
|
2024
Q3 | $3.12M | Sell |
22,846
-1,430
| -6% | -$195K | 1.24% | 35 |
|
|
2024
Q2 | $3.32M | Sell |
24,276
-85
| -0.3% | -$11.6K | 1.37% | 29 |
|
|
2024
Q1 | $3.62M | Buy |
24,361
+50
| +0.2% | +$7.43K | 1.47% | 28 |
|
|
2023
Q4 | $3.82M | Sell |
24,311
-2,919
| -11% | -$459K | 1.66% | 24 |
|
|
2023
Q3 | $4.24M | Sell |
27,230
-450
| -2% | -$70.1K | 1.96% | 17 |
|
|
2023
Q2 | $4.96M | Sell |
27,680
-1,820
| -6% | -$326K | 2.2% | 15 |
|
|
2023
Q1 | $5.72M | Sell |
29,500
-80
| -0.3% | -$15.5K | 2.61% | 8 |
|
|
2022
Q4 | $5.14M | Sell |
29,580
-250
| -0.8% | -$43.5K | 2.48% | 11 |
|
|
2022
Q3 | $4.82M | Sell |
29,830
-35
| -0.1% | -$5.65K | 2.51% | 11 |
|
|
2022
Q2 | $5.45M | Sell |
29,865
-450
| -1% | -$82.2K | 2.66% | 9 |
|
|
2022
Q1 | $6.5M | Sell |
30,315
-265
| -0.9% | -$56.8K | 2.72% | 7 |
|
|
2021
Q4 | $6.56M | Sell |
30,580
-1,450
| -5% | -$311K | 2.63% | 6 |
|
|
2021
Q3 | $5.83M | Buy |
32,030
+400
| +1% | +$72.8K | 2.39% | 11 |
|
|
2021
Q2 | $6.58M | Buy |
31,630
+600
| +2% | +$125K | 2.71% | 7 |
|
|
2021
Q1 | $5.28M | Sell |
31,030
-256
| -0.8% | -$43.5K | 2.48% | 10 |
|
|
2020
Q4 | $5.27M | Hold |
31,286
| – | – | 2.61% | 9 |
|
|
2020
Q3 | $5.21M | Sell |
31,286
-839
| -3% | -$140K | 2.92% | 4 |
|
|
2020
Q2 | $3.57M | Buy |
32,125
+946
| +3% | +$105K | 2.25% | 16 |
|
|
2020
Q1 | $2.91M | Buy |
31,179
+3,573
| +13% | +$334K | 2.37% | 10 |
|
|
2019
Q4 | $3.23M | Sell |
27,606
-1,120
| -4% | -$131K | 1.96% | 19 |
|
|
2019
Q3 | $3.44M | Buy |
28,726
+1,702
| +6% | +$204K | 2.2% | 14 |
|
|
2019
Q2 | $2.79M | Buy |
27,024
+603
| +2% | +$62.3K | 1.87% | 21 |
|
|
2019
Q1 | $2.95M | Buy |
26,421
+1,952
| +8% | +$218K | 2.04% | 17 |
|
|
2018
Q4 | $2.39M | Sell |
24,469
-899
| -4% | -$87.7K | 1.94% | 20 |
|
|
2018
Q3 | $2.96M | Sell |
25,368
-699
| -3% | -$81.6K | 2.04% | 20 |
|
|
2018
Q2 | $2.77M | Buy |
26,067
+202
| +0.8% | +$21.5K | 2% | 20 |
|
|
2018
Q1 | $2.71M | Buy |
25,865
+1
| +0% | +$105 | 2.04% | 20 |
|
|
2017
Q4 | $3.08M | Buy |
25,864
+367
| +1% | +$43.7K | 2.29% | 11 |
|
|
2017
Q3 | $3.06M | Sell |
25,497
-999
| -4% | -$120K | 2.36% | 11 |
|
|
2017
Q2 | $2.93M | Buy |
26,496
+751
| +3% | +$83K | 2.27% | 15 |
|
|
2017
Q1 | $2.76M | Sell |
25,745
-2,098
| -8% | -$225K | 2.27% | 14 |
|
|
2016
Q4 | $3.19M | Buy |
27,843
+1
| +0% | +$115 | 2.61% | 7 |
|
|
2016
Q3 | $3.05M | Buy |
+27,842
| New | +$3.05M | 2.53% | 7 |
|
|
2016
Q1 | $3.01M | Buy |
28,540
+1,451
| +5% | +$153K | 2.55% | 7 |
|
|
2015
Q4 | $2.61M | Buy |
27,089
+401
| +2% | +$38.6K | 2.25% | 10 |
|
|
2015
Q3 | $2.63M | Buy |
26,688
+352
| +1% | +$34.7K | 2.3% | 10 |
|
|
2015
Q2 | $2.55M | Buy |
26,336
+3,151
| +14% | +$305K | 2.03% | 14 |
|
|
2015
Q1 | $2.25M | Buy |
23,185
+8,600
| +59% | +$834K | 1.74% | 22 |
|
|
2014
Q4 | $1.62M | Buy |
14,585
+12,500
| +600% | +$1.39M | 1.23% | 38 |
|
|
2014
Q3 | $205K | Sell |
2,085
-25,856
| -93% | -$2.54M | 0.16% | 77 |
|
|
2014
Q2 | $3.01M | Buy |
+27,941
| New | +$3.01M | 2.65% | 8 |
|