Stamos Capital Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,580
| Closed | -$2.54M | – | 137 |
|
|
2024
Q2 | $2.54M | Buy |
18,580
+1,710
| +10% | +$234K | 0.54% | 47 |
|
|
2024
Q1 | $2.51M | Buy |
16,870
+1,470
| +10% | +$218K | 0.57% | 46 |
|
|
2023
Q4 | $2.42M | Sell |
15,400
-3,360
| -18% | -$528K | 0.66% | 45 |
|
|
2023
Q3 | $2.92M | Hold |
18,760
| – | – | 0.65% | 47 |
|
|
2023
Q2 | $3.36M | Buy |
18,760
+2,360
| +14% | +$423K | 0.79% | 36 |
|
|
2023
Q1 | $3.18M | Buy |
16,400
+1,050
| +7% | +$204K | 0.82% | 30 |
|
|
2022
Q4 | $2.67M | Buy |
15,350
+11,660
| +316% | +$2.03M | 0.84% | 49 |
|
|
2022
Q3 | $596K | Buy |
3,690
+2,310
| +167% | +$373K | 0.15% | 109 |
|
|
2022
Q2 | $252K | Sell |
1,380
-8,420
| -86% | -$1.54M | 0.08% | 98 |
|
|
2022
Q1 | $2.1M | Buy |
+9,800
| New | +$2.1M | 0.7% | 38 |
|
|
2020
Q2 | – | Sell |
-5,385
| Closed | -$503K | – | 83 |
|
|
2020
Q1 | $503K | Buy |
+5,385
| New | +$503K | 0.26% | 73 |
|