Sequoia Financial Advisors’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 | $8.93M | Sell |
88,471
-10,051
| -10% | -$1.01M | 0.06% | 203 |
|
|
2025
Q1 | $10.8M | Buy |
98,522
+56,800
| +136% | +$6.25M | 0.08% | 177 |
|
|
2024
Q4 | $5.26M | Sell |
41,722
-58,851
| -59% | -$7.42M | 0.05% | 248 |
|
|
2024
Q3 | $13.7M | Sell |
100,573
-10,857
| -10% | -$1.48M | 0.15% | 129 |
|
|
2024
Q2 | $15.2M | Buy |
111,430
+19,641
| +21% | +$2.69M | 0.18% | 107 |
|
|
2024
Q1 | $13.6M | Sell |
91,789
-4,249
| -4% | -$632K | 0.17% | 114 |
|
|
2023
Q4 | $15.1M | Buy |
96,038
+62,523
| +187% | +$9.83M | 0.19% | 108 |
|
|
2023
Q3 | $5.22M | Sell |
33,515
-1,678
| -5% | -$262K | 0.09% | 149 |
|
|
2023
Q2 | $6.31M | Sell |
35,193
-1,180
| -3% | -$212K | 0.11% | 140 |
|
|
2023
Q1 | $7.06M | Buy |
36,373
+965
| +3% | +$187K | 0.16% | 120 |
|
|
2022
Q4 | $6.16M | Buy |
35,408
+15,135
| +75% | +$2.63M | 0.15% | 124 |
|
|
2022
Q3 | $3.28M | Sell |
20,273
-2,012
| -9% | -$325K | 0.1% | 137 |
|
|
2022
Q2 | $4.07M | Sell |
22,285
-14,161
| -39% | -$2.59M | 0.12% | 132 |
|
|
2022
Q1 | $7.82M | Sell |
36,446
-245
| -0.7% | -$52.5K | 0.2% | 98 |
|
|
2021
Q4 | $7.86M | Buy |
36,691
+30,683
| +511% | +$6.58M | 0.21% | 90 |
|
|
2021
Q3 | $1.09M | Sell |
6,008
-28,965
| -83% | -$5.27M | 0.11% | 99 |
|
|
2021
Q2 | $7.27M | Buy |
34,973
+19,788
| +130% | +$4.12M | 0.27% | 68 |
|
|
2021
Q1 | $2.58M | Sell |
15,185
-166
| -1% | -$28.2K | 0.11% | 113 |
|
|
2020
Q4 | $2.59M | Buy |
15,351
+822
| +6% | +$138K | 0.12% | 103 |
|
|
2020
Q3 | $2.42M | Buy |
14,529
+301
| +2% | +$50.2K | 0.13% | 98 |
|
|
2020
Q2 | $1.58M | Buy |
14,228
+54
| +0.4% | +$6K | 0.09% | 110 |
|
|
2020
Q1 | $1.32M | Sell |
14,174
-1,510
| -10% | -$141K | 0.1% | 102 |
|
|
2019
Q4 | $1.84M | Sell |
15,684
-3,973
| -20% | -$465K | 0.12% | 104 |
|
|
2019
Q3 | $2.36M | Buy |
19,657
+979
| +5% | +$117K | 0.17% | 77 |
|
|
2019
Q2 | $1.93M | Buy |
18,678
+311
| +2% | +$32.1K | 0.14% | 87 |
|
|
2019
Q1 | $2.05M | Buy |
18,367
+4,522
| +33% | +$505K | 0.17% | 79 |
|
|
2018
Q4 | $1.35M | Buy |
13,845
+6,526
| +89% | +$636K | 0.16% | 87 |
|
|
2018
Q3 | $854K | Sell |
7,319
-440
| -6% | -$51.3K | 0.08% | 120 |
|
|
2018
Q2 | $824K | Sell |
7,759
-7
| -0.1% | -$743 | 0.09% | 118 |
|
|
2018
Q1 | $813K | Buy |
7,766
+360
| +5% | +$37.7K | 0.09% | 120 |
|
|
2017
Q4 | $882K | Sell |
7,406
-1
| -0% | -$119 | 0.09% | 119 |
|
|
2017
Q3 | $889K | Buy |
7,407
+168
| +2% | +$20.2K | 0.11% | 116 |
|
|
2017
Q2 | $801K | Sell |
7,239
-46
| -0.6% | -$5.09K | 0.1% | 122 |
|
|
2017
Q1 | $782K | Buy |
7,285
+1,301
| +22% | +$140K | 0.1% | 118 |
|
|
2016
Q4 | $686K | Buy |
5,984
+130
| +2% | +$14.9K | 0.1% | 120 |
|
|
2016
Q3 | $640K | Sell |
5,854
-4,578
| -44% | -$500K | 0.12% | 105 |
|
|
2016
Q2 | $1.12M | Buy |
10,432
+147
| +1% | +$15.8K | 0.32% | 66 |
|
|
2016
Q1 | $1.09M | Buy |
10,285
+1
| +0% | +$105 | 0.35% | 54 |
|
|
2015
Q4 | $990K | Sell |
10,284
-94
| -0.9% | -$9.05K | 0.4% | 52 |
|
|
2015
Q3 | $1.02M | Buy |
10,378
+1
| +0% | +$99 | 0.45% | 47 |
|
|
2015
Q2 | $1.01M | Buy |
10,377
+255
| +3% | +$24.7K | 0.43% | 56 |
|
|
2015
Q1 | $981K | Buy |
+10,122
| New | +$981K | 0.45% | 51 |
|
|
2014
Q3 | – | Sell |
-10,898
| Closed | -$1.12M | – | 183 |
|
|
2014
Q2 | $1.12M | Buy |
10,898
+584
| +6% | +$60K | 0.85% | 24 |
|
|
2014
Q1 | $1M | Buy |
10,314
+169
| +2% | +$16.5K | 0.84% | 21 |
|
|
2013
Q4 | $1.07M | Buy |
+10,145
| New | +$1.07M | 0.88% | 23 |
|