SIA
Soltis Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
41,926
+4,841
| +13% | +$489K | 0.33% | 76 |
|
|
2025
Q1 | $4.08M | Buy |
37,085
+5,482
| +17% | +$603K | 0.36% | 76 |
|
|
2024
Q4 | $3.99M | Sell |
31,603
-1,977
| -6% | -$249K | 0.37% | 76 |
|
|
2024
Q3 | $4.58M | Buy |
33,580
+1,719
| +5% | +$234K | 0.45% | 67 |
|
|
2024
Q2 | $4.36M | Buy |
31,861
+1,064
| +3% | +$146K | 0.46% | 69 |
|
|
2024
Q1 | $4.58M | Buy |
30,797
+1,971
| +7% | +$293K | 0.51% | 67 |
|
|
2023
Q4 | $4.53M | Sell |
28,826
-3,510
| -11% | -$552K | 0.51% | 63 |
|
|
2023
Q3 | $5.04M | Buy |
32,336
+1,508
| +5% | +$235K | 0.65% | 50 |
|
|
2023
Q2 | $5.53M | Sell |
30,828
-10,562
| -26% | -$1.89M | 0.64% | 44 |
|
|
2023
Q1 | $8.03M | Buy |
41,390
+17,557
| +74% | +$3.41M | 1.02% | 18 |
|
|
2022
Q4 | $4.14M | Buy |
23,833
+3,287
| +16% | +$571K | 0.55% | 52 |
|
|
2022
Q3 | $3.32M | Buy |
20,546
+8,687
| +73% | +$1.4M | 0.5% | 60 |
|
|
2022
Q2 | $2.17M | Buy |
11,859
+2,154
| +22% | +$393K | 0.31% | 79 |
|
|
2022
Q1 | $2.08M | Buy |
9,705
+1,411
| +17% | +$303K | 0.29% | 79 |
|
|
2021
Q4 | $1.78M | Buy |
8,294
+474
| +6% | +$102K | 0.25% | 91 |
|
|
2021
Q3 | $1.42M | Buy |
7,820
+303
| +4% | +$55.2K | 0.22% | 93 |
|
|
2021
Q2 | $1.56M | Sell |
7,517
-1,653
| -18% | -$344K | 0.25% | 86 |
|
|
2021
Q1 | $1.56M | Buy |
9,170
+1,305
| +17% | +$222K | 0.28% | 70 |
|
|
2020
Q4 | $1.32M | Sell |
7,865
-829
| -10% | -$140K | 0.25% | 75 |
|
|
2020
Q3 | $1.45M | Sell |
8,694
-71
| -0.8% | -$11.8K | 0.34% | 57 |
|
|
2020
Q2 | $974K | Buy |
8,765
+3,119
| +55% | +$347K | 0.25% | 68 |
|
|
2020
Q1 | $527K | Buy |
5,646
+1,380
| +32% | +$129K | 0.16% | 74 |
|
|
2019
Q4 | $499K | Buy |
+4,266
| New | +$499K | 0.1% | 88 |
|