SA
Strategic Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
4,356
-3,021
| -41% | -$305K | 0.09% | 126 |
|
|
2025
Q1 | $811K | Sell |
7,377
-1,047
| -12% | -$115K | 0.16% | 110 |
|
|
2024
Q4 | $1.06M | Sell |
8,424
-679
| -7% | -$85.6K | 0.19% | 95 |
|
|
2024
Q3 | $1.24M | Sell |
9,103
-478
| -5% | -$65.2K | 0.23% | 89 |
|
|
2024
Q2 | $1.31M | Sell |
9,581
-1,839
| -16% | -$252K | 0.25% | 83 |
|
|
2024
Q1 | $1.7M | Sell |
11,420
-8,383
| -42% | -$1.25M | 0.33% | 71 |
|
|
2023
Q4 | $3.11M | Buy |
19,803
+1,104
| +6% | +$174K | 0.59% | 37 |
|
|
2023
Q3 | $2.91M | Buy |
18,699
+1,290
| +7% | +$201K | 0.57% | 43 |
|
|
2023
Q2 | $3.12M | Buy |
17,409
+81
| +0.5% | +$14.5K | 0.59% | 38 |
|
|
2023
Q1 | $3.36M | Sell |
17,328
-502
| -3% | -$97.4K | 0.68% | 36 |
|
|
2022
Q4 | $3.1M | Sell |
17,830
-1,046
| -6% | -$182K | 0.69% | 34 |
|
|
2022
Q3 | $3.05M | Buy |
18,876
+370
| +2% | +$59.8K | 0.68% | 39 |
|
|
2022
Q2 | $3.38M | Sell |
18,506
-1,538
| -8% | -$281K | 0.71% | 38 |
|
|
2022
Q1 | $4.3M | Sell |
20,044
-2,491
| -11% | -$534K | 0.75% | 38 |
|
|
2021
Q4 | $4.83M | Buy |
22,535
+286
| +1% | +$61.3K | 0.69% | 44 |
|
|
2021
Q3 | $4.05M | Buy |
22,249
+829
| +4% | +$151K | 0.87% | 23 |
|
|
2021
Q2 | $4.45M | Buy |
21,420
+407
| +2% | +$84.6K | 1.16% | 18 |
|
|
2021
Q1 | $3.57M | Buy |
21,013
+5,138
| +32% | +$873K | 1.04% | 20 |
|
|
2020
Q4 | $2.52M | Buy |
15,875
+2,394
| +18% | +$381K | 0.73% | 31 |
|
|
2020
Q3 | $2.28M | Sell |
13,481
-5,318
| -28% | -$899K | 0.76% | 31 |
|
|
2020
Q2 | $2.23M | Buy |
18,799
+390
| +2% | +$46.3K | 0.83% | 25 |
|
|
2020
Q1 | $1.82M | Buy |
18,409
+5,658
| +44% | +$559K | 0.79% | 30 |
|
|
2019
Q4 | $1.49M | Sell |
12,751
-173
| -1% | -$20.3K | 0.52% | 57 |
|
|
2019
Q3 | $1.55M | Buy |
12,924
+565
| +5% | +$67.7K | 0.58% | 50 |
|
|
2019
Q2 | $1.28M | Buy |
12,359
+31
| +0.3% | +$3.2K | 0.49% | 51 |
|
|
2019
Q1 | $1.38M | Buy |
12,328
+47
| +0.4% | +$5.25K | 0.53% | 50 |
|
|
2018
Q4 | $1.2M | Sell |
12,281
-964
| -7% | -$94K | 0.52% | 51 |
|
|
2018
Q3 | $1.55M | Sell |
13,245
-113
| -0.8% | -$13.2K | 0.57% | 49 |
|
|
2018
Q2 | $1.42M | Buy |
13,358
+32
| +0.2% | +$3.4K | 0.57% | 53 |
|
|
2018
Q1 | $1.4M | Buy |
13,326
+34
| +0.3% | +$3.56K | 0.58% | 52 |
|
|
2017
Q4 | $1.58M | Buy |
13,292
+29
| +0.2% | +$3.46K | 0.65% | 45 |
|
|
2017
Q3 | $1.59M | Sell |
13,263
-26
| -0.2% | -$3.12K | 0.69% | 42 |
|
|
2017
Q2 | $1.47M | Sell |
13,289
-208
| -2% | -$23K | 0.67% | 49 |
|
|
2017
Q1 | $1.45M | Sell |
13,497
-5,859
| -30% | -$629K | 0.68% | 47 |
|
|
2016
Q4 | $2.22M | Buy |
19,356
+114
| +0.6% | +$13.1K | 1.16% | 26 |
|
|
2016
Q3 | $2.1M | Buy |
19,242
+870
| +5% | +$95.1K | 1.18% | 26 |
|
|
2016
Q2 | $1.98M | Buy |
18,372
+45
| +0.2% | +$4.85K | 1.14% | 28 |
|
|
2016
Q1 | $1.93M | Buy |
18,327
+3,197
| +21% | +$337K | 1.1% | 27 |
|
|
2015
Q4 | $1.46M | Buy |
15,130
+4,225
| +39% | +$407K | 0.95% | 35 |
|
|
2015
Q3 | $1.08M | Buy |
10,905
+526
| +5% | +$51.9K | 0.75% | 46 |
|
|
2015
Q2 | $1.01M | Buy |
10,379
+4,629
| +81% | +$449K | 0.64% | 57 |
|
|
2015
Q1 | $590K | Sell |
5,750
-1,347
| -19% | -$138K | 0.38% | 81 |
|
|
2014
Q4 | $789K | Buy |
7,097
+2,347
| +49% | +$261K | 0.51% | 69 |
|
|
2014
Q3 | $467K | Sell |
4,750
-1,000
| -17% | -$98.3K | 0.31% | 95 |
|
|
2014
Q2 | $590K | Hold |
5,750
| – | – | 0.38% | 81 |
|
|
2014
Q1 | $560K | Sell |
5,750
-50
| -0.9% | -$4.87K | 0.38% | 86 |
|
|
2013
Q4 | $609K | Buy |
5,800
+50
| +0.9% | +$5.25K | 0.41% | 81 |
|
|
2013
Q3 | $525K | Hold |
5,750
| – | – | 0.43% | 74 |
|
|
2013
Q2 | $501K | Buy |
+5,750
| New | +$501K | 0.45% | 70 |
|