SIAP
Sterling Investment Advisors (Pennsylvania)’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,804
| Closed | -$2.94M | – | 142 |
|
|
2024
Q1 | $2.94M | Sell |
19,804
-1,725
| -8% | -$256K | 0.83% | 43 |
|
|
2023
Q4 | $3.38M | Sell |
21,529
-317
| -1% | -$49.8K | 1.05% | 27 |
|
|
2023
Q3 | $3.41M | Sell |
21,846
-68
| -0.3% | -$10.6K | 1.19% | 23 |
|
|
2023
Q2 | $3.93M | Sell |
21,914
-442
| -2% | -$79.2K | 1.3% | 22 |
|
|
2023
Q1 | $4.34M | Buy |
22,356
+351
| +2% | +$68.1K | 1.46% | 17 |
|
|
2022
Q4 | $3.83M | Buy |
22,005
+581
| +3% | +$101K | 1.37% | 21 |
|
|
2022
Q3 | $3.46M | Buy |
21,424
+41
| +0.2% | +$6.62K | 1.3% | 22 |
|
|
2022
Q2 | $3.9M | Buy |
21,383
+207
| +1% | +$37.8K | 1.34% | 20 |
|
|
2022
Q1 | $4.54M | Sell |
21,176
-474
| -2% | -$102K | 1.29% | 17 |
|
|
2021
Q4 | $4.64M | Buy |
21,650
+61
| +0.3% | +$13.1K | 1.31% | 17 |
|
|
2021
Q3 | $3.93M | Buy |
21,589
+73
| +0.3% | +$13.3K | 1.17% | 20 |
|
|
2021
Q2 | $4.48M | Sell |
21,516
-195
| -0.9% | -$40.6K | 1.31% | 20 |
|
|
2021
Q1 | $3.69M | Sell |
21,711
-5
| -0% | -$850 | 1.19% | 22 |
|
|
2020
Q4 | $3.66M | Sell |
21,716
-395
| -2% | -$66.5K | 1.24% | 18 |
|
|
2020
Q3 | $3.68M | Buy |
22,111
+1,021
| +5% | +$170K | 1.42% | 18 |
|
|
2020
Q2 | $2.34M | Buy |
21,090
+6,876
| +48% | +$764K | 0.97% | 28 |
|
|
2020
Q1 | $1.33M | Buy |
14,214
+7,951
| +127% | +$742K | 0.7% | 44 |
|
|
2019
Q4 | $733K | Buy |
6,263
+4
| +0.1% | +$468 | 0.34% | 72 |
|
|
2019
Q3 | $750K | Buy |
6,259
+254
| +4% | +$30.4K | 0.38% | 66 |
|
|
2019
Q2 | $620K | Sell |
6,005
-521
| -8% | -$53.8K | 0.32% | 79 |
|
|
2019
Q1 | $729K | Buy |
6,526
+454
| +7% | +$50.7K | 0.37% | 68 |
|
|
2018
Q4 | $592K | Buy |
6,072
+1,378
| +29% | +$134K | 0.35% | 73 |
|
|
2018
Q3 | $548K | Buy |
4,694
+118
| +3% | +$13.8K | 0.29% | 77 |
|
|
2018
Q2 | $486K | Buy |
4,576
+1,476
| +48% | +$157K | 0.29% | 80 |
|
|
2018
Q1 | $324K | Buy |
+3,100
| New | +$324K | 0.2% | 89 |
|
|
2017
Q3 | – | Sell |
-24
| Closed | -$3K | – | 371 |
|
|
2017
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 347 |
|