Sterneck Capital Management’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 | $1.48M | Sell |
14,710
-398
| -3% | -$40.2K | 0.75% | 28 |
|
|
2025
Q1 | $1.66M | Buy |
15,108
+2,274
| +18% | +$250K | 0.9% | 26 |
|
|
2024
Q4 | $1.62M | Sell |
12,834
-470
| -4% | -$59.3K | 0.87% | 29 |
|
|
2024
Q3 | $1.81M | Sell |
13,304
-1,093
| -8% | -$149K | 0.98% | 28 |
|
|
2024
Q2 | $1.97M | Buy |
14,397
+1,146
| +9% | +$157K | 1.12% | 26 |
|
|
2024
Q1 | $1.97M | Buy |
13,251
+2,035
| +18% | +$302K | 1.18% | 26 |
|
|
2023
Q4 | $1.76M | Sell |
11,216
-384
| -3% | -$60.4K | 1.12% | 26 |
|
|
2023
Q3 | $1.81M | Sell |
11,600
-685
| -6% | -$107K | 1.21% | 24 |
|
|
2023
Q2 | $2.2M | Buy |
12,285
+9
| +0.1% | +$1.61K | 1.35% | 23 |
|
|
2023
Q1 | $2.38M | Sell |
12,276
-58
| -0.5% | -$11.3K | 1.5% | 18 |
|
|
2022
Q4 | $2.14M | Sell |
12,334
-36
| -0.3% | -$6.26K | 1.42% | 20 |
|
|
2022
Q3 | $2M | Buy |
12,370
+25
| +0.2% | +$4.04K | 1.41% | 22 |
|
|
2022
Q2 | $2.25M | Buy |
12,345
+388
| +3% | +$70.8K | 1.51% | 19 |
|
|
2022
Q1 | $2.56M | Sell |
11,957
-1,639
| -12% | -$351K | 1.54% | 19 |
|
|
2021
Q4 | $2.91M | Buy |
13,596
+1,960
| +17% | +$420K | 1.72% | 18 |
|
|
2021
Q3 | $2.12M | Sell |
11,636
-7
| -0.1% | -$1.28K | 1.35% | 23 |
|
|
2021
Q2 | $2.24M | Sell |
11,643
-1,585
| -12% | -$304K | 1.38% | 23 |
|
|
2021
Q1 | $2.25M | Sell |
13,228
-252
| -2% | -$42.8K | 1.57% | 20 |
|
|
2020
Q4 | $2.27M | Sell |
13,480
-623
| -4% | -$105K | 1.7% | 16 |
|
|
2020
Q3 | $2.35M | Sell |
14,103
-2,612
| -16% | -$435K | 1.99% | 14 |
|
|
2020
Q2 | $1.86M | Buy |
16,715
+248
| +2% | +$27.6K | 1.75% | 17 |
|
|
2020
Q1 | $1.54M | Buy |
16,467
+2,790
| +20% | +$261K | 1.55% | 19 |
|
|
2019
Q4 | $1.6M | Buy |
13,677
+266
| +2% | +$31.1K | 1.27% | 27 |
|
|
2019
Q3 | $1.61M | Sell |
13,411
-566
| -4% | -$67.8K | 1.47% | 20 |
|
|
2019
Q2 | $1.44M | Sell |
13,977
-259
| -2% | -$26.7K | 1.25% | 24 |
|
|
2019
Q1 | $1.59M | Sell |
14,236
-440
| -3% | -$49.2K | 1.39% | 20 |
|
|
2018
Q4 | $1.43M | Buy |
14,676
+920
| +7% | +$89.7K | 1.39% | 22 |
|
|
2018
Q3 | $1.61M | Sell |
13,756
-1,809
| -12% | -$211K | 1.16% | 28 |
|
|
2018
Q2 | $1.65M | Sell |
15,565
-4,765
| -23% | -$506K | 1.14% | 30 |
|
|
2018
Q1 | $2.13M | Buy |
+20,330
| New | +$2.13M | 1.25% | 30 |
|
|
2013
Q4 | – | Sell |
-5,800
| Closed | -$530K | – | 149 |
|
|
2013
Q3 | $530K | Hold |
5,800
| – | – | 0.34% | 77 |
|
|
2013
Q2 | $502K | Buy |
+5,800
| New | +$502K | 0.32% | 83 |
|