Sound Income Strategies’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 | $15.6M | Buy |
154,858
+30,558
| +25% | +$3.08M | 0.9% | 38 |
|
|
2025
Q1 | $13.7M | Buy |
124,300
+18,483
| +17% | +$2.03M | 0.81% | 43 |
|
|
2024
Q4 | $13.3M | Buy |
105,817
+103,953
| +5,577% | +$13.1M | 0.83% | 38 |
|
|
2024
Q3 | $254K | Buy |
1,864
+6
| +0.3% | +$818 | 0.02% | 212 |
|
|
2024
Q2 | $254K | Buy |
1,858
+57
| +3% | +$7.8K | 0.02% | 204 |
|
|
2024
Q1 | $268K | Sell |
1,801
-113
| -6% | -$16.8K | 0.02% | 188 |
|
|
2023
Q4 | $301K | Buy |
1,914
+660
| +53% | +$104K | 0.03% | 160 |
|
|
2023
Q3 | $196K | Buy |
1,254
+2
| +0.2% | +$312 | 0.02% | 153 |
|
|
2023
Q2 | $224K | Buy |
1,252
+127
| +11% | +$22.8K | 0.02% | 141 |
|
|
2023
Q1 | $218K | Sell |
1,125
-20
| -2% | -$3.88K | 0.02% | 144 |
|
|
2022
Q4 | $199K | Buy |
1,145
+158
| +16% | +$27.5K | 0.03% | 141 |
|
|
2022
Q3 | $159K | Buy |
987
+187
| +23% | +$30.1K | 0.02% | 144 |
|
|
2022
Q2 | $146K | Buy |
800
+32
| +4% | +$5.84K | 0.02% | 146 |
|
|
2022
Q1 | $165K | Buy |
768
+55
| +8% | +$11.8K | 0.02% | 145 |
|
|
2021
Q4 | $153K | Sell |
713
-73
| -9% | -$15.7K | 0.02% | 152 |
|
|
2021
Q3 | $143K | Buy |
786
+101
| +15% | +$18.4K | 0.02% | 152 |
|
|
2021
Q2 | $142K | Buy |
685
+39
| +6% | +$8.09K | 0.02% | 154 |
|
|
2021
Q1 | $110K | Buy |
646
+140
| +28% | +$23.8K | 0.02% | 164 |
|
|
2020
Q4 | $85K | Hold |
506
| – | – | 0.02% | 161 |
|
|
2020
Q3 | $84K | Sell |
506
-55
| -10% | -$9.13K | 0.02% | 141 |
|
|
2020
Q2 | $62K | Buy |
561
+92
| +20% | +$10.2K | 0.02% | 135 |
|
|
2020
Q1 | $44K | Buy |
469
+124
| +36% | +$11.6K | 0.02% | 143 |
|
|
2019
Q4 | $40K | Buy |
345
+1
| +0.3% | +$116 | 0.01% | 153 |
|
|
2019
Q3 | $41K | Sell |
344
-23
| -6% | -$2.74K | 0.01% | 137 |
|
|
2019
Q2 | $38K | Sell |
367
-39
| -10% | -$4.04K | 0.01% | 155 |
|
|
2019
Q1 | $45K | Sell |
406
-202
| -33% | -$22.4K | 0.02% | 136 |
|
|
2018
Q4 | $59K | Buy |
608
+12
| +2% | +$1.16K | 0.03% | 114 |
|
|
2018
Q3 | $70K | Sell |
596
-41
| -6% | -$4.82K | 0.03% | 105 |
|
|
2018
Q2 | $68K | Sell |
637
-185
| -23% | -$19.7K | 0.04% | 88 |
|
|
2018
Q1 | $86K | Buy |
822
+573
| +230% | +$59.9K | 0.06% | 72 |
|
|
2017
Q4 | $27K | Buy |
+249
| New | +$27K | 0.02% | 124 |
|