Sigma Planning Corp’s United Parcel Service UPS Stock Holding History

Sigma Planning Corp’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.9M	Buy	18,861 +2,029	+12%	+$205K	0.06%	319
2025 Q1	$1.85M	Buy	16,832 +2,954	+21%	+$325K	0.06%	306
2024 Q4	$1.75M	Buy	13,878 +1,034	+8%	+$130K	0.06%	321
2024 Q3	$1.75M	Sell	12,844 -349	-3%	-$47.6K	0.05%	330
2024 Q2	$1.81M	Sell	13,193 -902	-6%	-$123K	0.06%	321
2024 Q1	$2.1M	Buy	14,095 +7,603	+117%	+$1.13M	0.07%	304
2023 Q4	$1.02M	Sell	6,492 -9,258	-59%	-$1.46M	0.08%	263
2023 Q3	$2.45M	Sell	15,750 -18,494	-54%	-$2.88M	0.09%	234
2023 Q2	$6.14M	Sell	34,244 -8,323	-20%	-$1.49M	0.22%	85
2023 Q1	$8.26M	Sell	42,567 -480	-1%	-$93.1K	0.27%	72
2022 Q4	$7.48M	Buy	43,047 +12,184	+39%	+$2.12M	0.27%	80
2022 Q3	$4.99M	Sell	30,863 -770	-2%	-$124K	0.19%	116
2022 Q2	$5.77M	Buy	31,633 +2,241	+8%	+$409K	0.2%	107
2022 Q1	$6.3M	Sell	29,392 -12,259	-29%	-$2.63M	0.19%	102
2021 Q4	$8.93M	Buy	41,651 +2,936	+8%	+$629K	0.25%	78
2021 Q3	$7.05M	Buy	38,715 +2,495	+7%	+$454K	0.21%	95
2021 Q2	$7.53M	Buy	36,220 +926	+3%	+$193K	0.22%	93
2021 Q1	$6M	Sell	35,294 -17,952	-34%	-$3.05M	0.19%	124
2020 Q4	$8.97M	Buy	53,246 +20,558	+63%	+$3.46M	0.31%	66
2020 Q3	$5.45M	Sell	32,688 -4,296	-12%	-$716K	0.22%	99
2020 Q2	$4.11M	Buy	36,984 +3,826	+12%	+$425K	0.18%	121
2020 Q1	$3.1M	Sell	33,158 -7,192	-18%	-$672K	0.18%	118
2019 Q4	$4.72M	Buy	40,350 +1,168	+3%	+$137K	0.2%	108
2019 Q3	$4.7M	Buy	39,182 +13,955	+55%	+$1.67M	0.23%	100
2019 Q2	$2.61M	Buy	25,227 +332	+1%	+$34.3K	0.13%	174
2019 Q1	$2.78M	Buy	24,895 +3,144	+14%	+$351K	0.16%	151
2018 Q4	$2.12M	Buy	21,751 +638	+3%	+$62.2K	0.15%	144
2018 Q3	$2.47M	Buy	21,113 +975	+5%	+$114K	0.14%	149
2018 Q2	$2.14M	Sell	20,138 -693	-3%	-$73.6K	0.14%	169
2018 Q1	$2.18M	Buy	20,831 +1,114	+6%	+$117K	0.16%	152
2017 Q4	$2.35M	Buy	19,717 +4,915	+33%	+$586K	0.18%	143
2017 Q3	$1.78M	Buy	14,802 +945	+7%	+$114K	0.15%	167
2017 Q2	$1.53M	Buy	13,857 +2,243	+19%	+$248K	0.14%	171
2017 Q1	$1.25M	Sell	11,614 -2,435	-17%	-$261K	0.12%	201
2016 Q4	$1.61M	Buy	14,049 +1,371	+11%	+$157K	0.18%	139
2016 Q3	$1.39M	Sell	12,678 -117	-0.9%	-$12.8K	0.16%	148
2016 Q2	$1.38M	Buy	12,795 +362	+3%	+$39K	0.18%	135
2016 Q1	$1.31M	Buy	12,433 +295	+2%	+$31.1K	0.18%	131
2015 Q4	$1.17M	Buy	12,138 +628	+5%	+$60.4K	0.16%	145
2015 Q3	$1.14M	Buy	11,510 +3,933	+52%	+$388K	0.18%	137
2015 Q2	$734K	Buy	7,577 +228	+3%	+$22.1K	0.1%	241
2015 Q1	$712K	Buy	7,349 +1,159	+19%	+$112K	0.09%	255
2014 Q4	$688K	Buy	+6,190	New	+$688K	0.09%	257