Strategic Wealth Partners’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 | $113K | Buy |
+1,118
| New | +$113K | 0.01% | 376 |
|
|
2024
Q4 | $324K | Sell |
2,802
-1,315
| -32% | -$152K | 0.03% | 254 |
|
|
2024
Q3 | $561K | Sell |
4,117
-36,361
| -90% | -$4.96M | 0.05% | 194 |
|
|
2024
Q2 | $5.54M | Buy |
40,478
+14,101
| +53% | +$1.93M | 0.58% | 60 |
|
|
2024
Q1 | $3.92M | Buy |
26,377
+23,492
| +814% | +$3.49M | 0.43% | 78 |
|
|
2023
Q4 | $454K | Buy |
2,885
+62
| +2% | +$9.75K | 0.06% | 196 |
|
|
2023
Q3 | $440K | Buy |
2,823
+12
| +0.4% | +$1.87K | 0.06% | 214 |
|
|
2023
Q2 | $504K | Sell |
2,811
-164
| -6% | -$29.4K | 0.07% | 202 |
|
|
2023
Q1 | $577K | Sell |
2,975
-192
| -6% | -$37.2K | 0.09% | 162 |
|
|
2022
Q4 | $550K | Buy |
3,167
+143
| +5% | +$24.9K | 0.1% | 164 |
|
|
2022
Q3 | $488K | Sell |
3,024
-5,781
| -66% | -$934K | 0.1% | 177 |
|
|
2022
Q2 | $1.61M | Buy |
8,805
+700
| +9% | +$128K | 0.35% | 91 |
|
|
2022
Q1 | $1.74M | Buy |
8,105
+1,766
| +28% | +$379K | 0.34% | 98 |
|
|
2021
Q4 | $1.36M | Buy |
6,339
+347
| +6% | +$74.4K | 0.26% | 121 |
|
|
2021
Q3 | $1.09M | Buy |
5,992
+569
| +10% | +$104K | 0.32% | 90 |
|
|
2021
Q2 | $1.13M | Sell |
5,423
-1,995
| -27% | -$415K | 0.37% | 75 |
|
|
2021
Q1 | $1.26M | Sell |
7,418
-352
| -5% | -$59.8K | 0.5% | 54 |
|
|
2020
Q4 | $1.31M | Sell |
7,770
-242
| -3% | -$40.7K | 0.55% | 52 |
|
|
2020
Q3 | $1.34M | Sell |
8,012
-829
| -9% | -$138K | 0.67% | 40 |
|
|
2020
Q2 | $983K | Buy |
+8,841
| New | +$983K | 0.51% | 58 |
|
|
2019
Q4 | – | Sell |
-1,226
| Closed | -$4.93K | – | 481 |
|
|
2019
Q3 | $4.93K | Buy |
1,226
+16
| +1% | +$64 | 0.03% | 178 |
|
|
2019
Q2 | $124K | Sell |
1,210
-407
| -25% | -$41.7K | 0.06% | 160 |
|
|
2019
Q1 | $184K | Sell |
1,617
-43
| -3% | -$4.89K | 0.08% | 142 |
|
|
2018
Q4 | $174K | Sell |
1,660
-104
| -6% | -$10.9K | 0.09% | 142 |
|
|
2018
Q3 | $206K | Sell |
1,764
-80
| -4% | -$9.34K | 0.11% | 126 |
|
|
2018
Q2 | $196K | Sell |
1,844
-4,379
| -70% | -$465K | 0.11% | 136 |
|
|
2018
Q1 | $651K | Sell |
6,223
-1,081
| -15% | -$113K | 0.34% | 102 |
|
|
2017
Q4 | $823K | Buy |
+7,304
| New | +$823K | 0.46% | 77 |
|