Strategic Investment Solutions’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 | $359K | Sell |
3,561
-329
| -8% | -$33.2K | 0.11% | 97 |
|
|
2025
Q1 | $428K | Sell |
3,890
-947
| -20% | -$104K | 0.12% | 73 |
|
|
2024
Q4 | $761K | Buy |
4,837
+889
| +23% | +$140K | 0.25% | 55 |
|
|
2024
Q3 | $538K | Sell |
3,948
-389
| -9% | -$53K | 0.16% | 69 |
|
|
2024
Q2 | $565K | Buy |
+4,337
| New | +$565K | 0.18% | 62 |
|
|
2023
Q4 | $761K | Buy |
4,842
+4,527
| +1,437% | +$712K | 0.13% | 85 |
|
|
2023
Q3 | $54.5K | Buy |
+315
| New | +$54.5K | ﹤0.01% | 606 |
|
|
2023
Q2 | – | Sell |
-4,937
| Closed | -$958K | – | 975 |
|
|
2023
Q1 | $958K | Sell |
4,937
-252
| -5% | -$48.9K | 0.19% | 75 |
|
|
2022
Q4 | $993K | Buy |
+5,189
| New | +$993K | 0.49% | 39 |
|