Shufro Rose & Co’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 | $268K | Hold |
2,435
| – | – | 0.02% | 244 |
|
|
2025
Q1 | $268K | Sell |
2,435
-30
| -1% | -$3.3K | 0.02% | 248 |
|
|
2024
Q4 | $311K | Hold |
2,465
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $337K | Hold |
2,465
| – | – | 0.03% | 220 |
|
|
2024
Q2 | $337K | Hold |
2,465
| – | – | 0.03% | 220 |
|
|
2024
Q1 | $366K | Buy |
2,465
+1,115
| +83% | +$166K | 0.03% | 210 |
|
|
2023
Q4 | $210K | Hold |
1,350
| – | – | 0.02% | 262 |
|
|
2023
Q3 | $210K | Hold |
1,350
| – | – | 0.02% | 260 |
|
|
2023
Q2 | $242K | Hold |
1,350
| – | – | 0.02% | 247 |
|
|
2023
Q1 | $262K | Sell |
1,350
-753
| -36% | -$146K | 0.02% | 240 |
|
|
2022
Q4 | $366K | Sell |
2,103
-450
| -18% | -$78.2K | 0.03% | 205 |
|
|
2022
Q3 | $412K | Buy |
2,553
+2
| +0.1% | +$323 | 0.04% | 182 |
|
|
2022
Q2 | $466K | Sell |
2,551
-51
| -2% | -$9.32K | 0.04% | 176 |
|
|
2022
Q1 | $558K | Buy |
2,602
+52
| +2% | +$11.2K | 0.04% | 170 |
|
|
2021
Q4 | $547K | Hold |
2,550
| – | – | 0.04% | 173 |
|
|
2021
Q3 | $464K | Hold |
2,550
| – | – | 0.04% | 177 |
|
|
2021
Q2 | $530K | Sell |
2,550
-75
| -3% | -$15.6K | 0.04% | 155 |
|
|
2021
Q1 | $446K | Sell |
2,625
-400
| -13% | -$68K | 0.04% | 170 |
|
|
2020
Q4 | $509K | Sell |
3,025
-700
| -19% | -$118K | 0.04% | 162 |
|
|
2020
Q3 | $621K | Sell |
3,725
-2,000
| -35% | -$333K | 0.06% | 138 |
|
|
2020
Q2 | $637K | Buy |
5,725
+216
| +4% | +$24K | 0.06% | 129 |
|
|
2020
Q1 | $515K | Sell |
5,509
-550
| -9% | -$51.4K | 0.06% | 135 |
|
|
2019
Q4 | $709K | Sell |
6,059
-100
| -2% | -$11.7K | 0.06% | 136 |
|
|
2019
Q3 | $738K | Sell |
6,159
-354
| -5% | -$42.4K | 0.07% | 128 |
|
|
2019
Q2 | $673K | Buy |
6,513
+1,034
| +19% | +$107K | 0.07% | 140 |
|
|
2019
Q1 | $612K | Buy |
5,479
+1,520
| +38% | +$170K | 0.06% | 149 |
|
|
2018
Q4 | $386K | Hold |
3,959
| – | – | 0.04% | 179 |
|
|
2018
Q3 | $462K | Sell |
3,959
-100
| -2% | -$11.7K | 0.04% | 181 |
|
|
2018
Q2 | $431K | Sell |
4,059
-100
| -2% | -$10.6K | 0.04% | 176 |
|
|
2018
Q1 | $435K | Buy |
4,159
+700
| +20% | +$73.2K | 0.04% | 175 |
|
|
2017
Q4 | $412K | Hold |
3,459
| – | – | 0.04% | 179 |
|
|
2017
Q3 | $415K | Hold |
3,459
| – | – | 0.04% | 182 |
|
|
2017
Q2 | $383K | Hold |
3,459
| – | – | 0.04% | 183 |
|
|
2017
Q1 | $371K | Sell |
3,459
-66
| -2% | -$7.08K | 0.04% | 186 |
|
|
2016
Q4 | $404K | Sell |
3,525
-100
| -3% | -$11.5K | 0.05% | 173 |
|
|
2016
Q3 | $396K | Sell |
3,625
-100
| -3% | -$10.9K | 0.04% | 174 |
|
|
2016
Q2 | $401K | Hold |
3,725
| – | – | 0.04% | 175 |
|
|
2016
Q1 | $393K | Sell |
3,725
-150
| -4% | -$15.8K | 0.04% | 178 |
|
|
2015
Q4 | $372K | Hold |
3,875
| – | – | 0.04% | 173 |
|
|
2015
Q3 | $382K | Buy |
3,875
+50
| +1% | +$4.93K | 0.05% | 170 |
|
|
2015
Q2 | $370K | Sell |
3,825
-100
| -3% | -$9.67K | 0.04% | 184 |
|
|
2015
Q1 | $380K | Hold |
3,925
| – | – | 0.04% | 185 |
|
|
2014
Q4 | $436K | Sell |
3,925
-25
| -0.6% | -$2.78K | 0.04% | 175 |
|
|
2014
Q3 | $388K | Sell |
3,950
-200
| -5% | -$19.6K | 0.04% | 183 |
|
|
2014
Q2 | $426K | Sell |
4,150
-100
| -2% | -$10.3K | 0.04% | 177 |
|
|
2014
Q1 | $413K | Sell |
4,250
-2,530
| -37% | -$246K | 0.04% | 178 |
|
|
2013
Q4 | $712K | Sell |
6,780
-100
| -1% | -$10.5K | 0.08% | 134 |
|
|
2013
Q3 | $628K | Sell |
6,880
-1,470
| -18% | -$134K | 0.07% | 135 |
|
|
2013
Q2 | $722K | Buy |
+8,350
| New | +$722K | 0.09% | 122 |
|