Sonora Investment Management Group’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 | $606K | Buy |
6,002
+250
| +4% | +$25.2K | 0.05% | 155 |
|
|
2025
Q1 | $633K | Buy |
5,752
+1,781
| +45% | +$196K | 0.05% | 151 |
|
|
2024
Q4 | $501K | Buy |
3,971
+380
| +11% | +$47.9K | 0.04% | 171 |
|
|
2024
Q3 | $490K | Buy |
3,591
+1,793
| +100% | +$244K | 0.04% | 174 |
|
|
2024
Q2 | $267K | Hold |
1,798
| – | – | 0.02% | 233 |
|
|
2024
Q1 | $267K | Buy |
+1,798
| New | +$267K | 0.02% | 234 |
|
|
2023
Q2 | – | Sell |
-1,053
| Closed | -$204K | – | 283 |
|
|
2023
Q1 | $204K | Sell |
1,053
-146
| -12% | -$28.3K | 0.02% | 249 |
|
|
2022
Q4 | $208K | Buy |
+1,199
| New | +$208K | 0.02% | 244 |
|
|
2022
Q1 | – | Sell |
-1,063
| Closed | -$228K | – | 233 |
|
|
2021
Q4 | $228K | Buy |
+1,063
| New | +$228K | 0.03% | 188 |
|