Stratos Investment 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 | $873K | Buy |
8,648
+859
| +11% | +$86.7K | 0.04% | 195 |
|
|
2025
Q1 | $857K | Buy |
7,789
+1,399
| +22% | +$154K | 0.05% | 168 |
|
|
2024
Q4 | $806K | Sell |
6,390
-676
| -10% | -$85.3K | 0.05% | 139 |
|
|
2024
Q3 | $963K | Buy |
7,066
+1,007
| +17% | +$137K | 0.07% | 120 |
|
|
2024
Q2 | $829K | Sell |
6,059
-45
| -0.7% | -$6.16K | 0.07% | 126 |
|
|
2024
Q1 | $907K | Sell |
6,104
-1,966
| -24% | -$292K | 0.09% | 111 |
|
|
2023
Q4 | $1.27M | Buy |
8,070
+471
| +6% | +$74.1K | 0.15% | 97 |
|
|
2023
Q3 | $1.18M | Sell |
7,599
-2,753
| -27% | -$429K | 0.18% | 86 |
|
|
2023
Q2 | $1.86M | Buy |
10,352
+897
| +9% | +$161K | 0.28% | 72 |
|
|
2023
Q1 | $1.83M | Buy |
9,455
+343
| +4% | +$66.5K | 0.31% | 70 |
|
|
2022
Q4 | $1.58M | Buy |
9,112
+128
| +1% | +$22.3K | 0.28% | 80 |
|
|
2022
Q3 | $1.45M | Buy |
8,984
+675
| +8% | +$109K | 0.29% | 78 |
|
|
2022
Q2 | $1.52M | Buy |
8,309
+341
| +4% | +$62.3K | 0.29% | 79 |
|
|
2022
Q1 | $1.71M | Buy |
7,968
+799
| +11% | +$171K | 0.28% | 77 |
|
|
2021
Q4 | $1.54M | Buy |
7,169
+272
| +4% | +$58.3K | 0.24% | 84 |
|
|
2021
Q3 | $1.26M | Buy |
6,897
+2,928
| +74% | +$533K | 0.22% | 92 |
|
|
2021
Q2 | $825K | Buy |
3,969
+424
| +12% | +$88.1K | 0.23% | 77 |
|
|
2021
Q1 | $603K | Sell |
3,545
-834
| -19% | -$142K | 0.19% | 85 |
|
|
2020
Q4 | $737K | Buy |
4,379
+374
| +9% | +$62.9K | 0.23% | 83 |
|
|
2020
Q3 | $667K | Sell |
4,005
-333
| -8% | -$55.5K | 0.24% | 82 |
|
|
2020
Q2 | $482K | Buy |
4,338
+1,463
| +51% | +$163K | 0.2% | 82 |
|
|
2020
Q1 | $269K | Sell |
2,875
-3,491
| -55% | -$327K | 0.14% | 87 |
|
|
2019
Q4 | $745K | Buy |
6,366
+430
| +7% | +$50.3K | 0.35% | 59 |
|
|
2019
Q3 | $711K | Buy |
5,936
+223
| +4% | +$26.7K | 0.4% | 53 |
|
|
2019
Q2 | $590K | Buy |
5,713
+744
| +15% | +$76.8K | 0.37% | 54 |
|
|
2019
Q1 | $555K | Buy |
+4,969
| New | +$555K | 0.44% | 51 |
|