Steward Partners Investment Advisory’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 | $6.27M | Sell |
62,078
-10,096
| -14% | -$1.02M | 0.05% | 369 |
|
|
2025
Q1 | $7.94M | Buy |
72,174
+1,786
| +3% | +$196K | 0.07% | 290 |
|
|
2024
Q4 | $8.88M | Buy |
70,388
+2,315
| +3% | +$292K | 0.08% | 246 |
|
|
2024
Q3 | $9.28M | Buy |
68,073
+11,173
| +20% | +$1.52M | 0.09% | 233 |
|
|
2024
Q2 | $7.79M | Sell |
56,900
-7,911
| -12% | -$1.08M | 0.08% | 239 |
|
|
2024
Q1 | $9.63M | Sell |
64,811
-1,256
| -2% | -$187K | 0.11% | 199 |
|
|
2023
Q4 | $10.4M | Buy |
66,067
+375
| +0.6% | +$59K | 0.14% | 154 |
|
|
2023
Q3 | $10.2M | Buy |
65,692
+1,152
| +2% | +$180K | 0.16% | 141 |
|
|
2023
Q2 | $11.6M | Buy |
64,540
+2,258
| +4% | +$405K | 0.17% | 125 |
|
|
2023
Q1 | $12.1M | Buy |
62,282
+425
| +0.7% | +$82.4K | 0.19% | 118 |
|
|
2022
Q4 | $10.8M | Buy |
61,857
+178
| +0.3% | +$30.9K | 0.18% | 133 |
|
|
2022
Q3 | $9.96M | Sell |
61,679
-272
| -0.4% | -$43.9K | 0.19% | 126 |
|
|
2022
Q2 | $11.3M | Sell |
61,951
-3,137
| -5% | -$573K | 0.21% | 122 |
|
|
2022
Q1 | $14M | Sell |
65,088
-4,528
| -7% | -$971K | 0.22% | 110 |
|
|
2021
Q4 | $14.9M | Buy |
69,616
+5,340
| +8% | +$1.14M | 0.23% | 99 |
|
|
2021
Q3 | $11.7M | Buy |
64,276
+3,183
| +5% | +$580K | 0.2% | 121 |
|
|
2021
Q2 | $12.7M | Sell |
61,093
-9,547
| -14% | -$1.99M | 0.21% | 103 |
|
|
2021
Q1 | $12M | Buy |
70,640
+19,810
| +39% | +$3.37M | 0.21% | 116 |
|
|
2020
Q4 | $8.56M | Buy |
50,830
+1,707
| +3% | +$287K | 0.19% | 129 |
|
|
2020
Q3 | $8.19M | Buy |
49,123
+5,000
| +11% | +$833K | 0.21% | 125 |
|
|
2020
Q2 | $4.91M | Buy |
44,123
+10,945
| +33% | +$1.22M | 0.14% | 173 |
|
|
2020
Q1 | $3.1M | Buy |
33,178
+6,190
| +23% | +$578K | 0.11% | 198 |
|
|
2019
Q4 | $3.16M | Buy |
26,988
+2,698
| +11% | +$316K | 0.09% | 222 |
|
|
2019
Q3 | $2.91M | Buy |
24,290
+1,763
| +8% | +$211K | 0.1% | 215 |
|
|
2019
Q2 | $2.33M | Sell |
22,527
-781
| -3% | -$80.6K | 0.09% | 233 |
|
|
2019
Q1 | $2.6M | Buy |
23,308
+1,396
| +6% | +$156K | 0.11% | 193 |
|
|
2018
Q4 | $2.14M | Sell |
21,912
-2,478
| -10% | -$242K | 0.1% | 210 |
|
|
2018
Q3 | $2.85M | Sell |
24,390
-1,461
| -6% | -$171K | 0.14% | 167 |
|
|
2018
Q2 | $2.75M | Buy |
25,851
+10,972
| +74% | +$1.17M | 0.16% | 146 |
|
|
2018
Q1 | $1.56M | Sell |
14,879
-18,347
| -55% | -$1.92M | 0.11% | 204 |
|
|
2017
Q4 | $3.96M | Sell |
33,226
-14,550
| -30% | -$1.73M | 0.3% | 88 |
|
|
2017
Q3 | $5.74M | Buy |
47,776
+40,937
| +599% | +$4.92M | 0.58% | 38 |
|
|
2017
Q2 | $756K | Buy |
6,839
+5,219
| +322% | +$577K | 0.08% | 211 |
|
|
2017
Q1 | $173K | Buy |
1,620
+581
| +56% | +$62K | 0.03% | 343 |
|
|
2016
Q4 | $119K | Buy |
+1,039
| New | +$119K | 0.05% | 235 |
|