Stratos Wealth Advisors’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
Q1 | – | Sell |
-1,763
| Closed | -$222K | – | 750 |
|
|
2024
Q4 | $222K | Sell |
1,763
-1,234
| -41% | -$156K | 0.01% | 649 |
|
|
2024
Q3 | $409K | Sell |
2,997
-508
| -14% | -$69.3K | 0.02% | 545 |
|
|
2024
Q2 | $480K | Sell |
3,505
-14
| -0.4% | -$1.92K | 0.02% | 481 |
|
|
2024
Q1 | $523K | Sell |
3,519
-24,038
| -87% | -$3.57M | 0.03% | 449 |
|
|
2023
Q4 | $4.33M | Buy |
27,557
+2,535
| +10% | +$399K | 0.25% | 116 |
|
|
2023
Q3 | $3.9M | Sell |
25,022
-1,282
| -5% | -$200K | 0.26% | 113 |
|
|
2023
Q2 | $4.72M | Sell |
26,304
-281
| -1% | -$50.4K | 0.33% | 82 |
|
|
2023
Q1 | $5.16M | Sell |
26,585
-26
| -0.1% | -$5.04K | 0.4% | 64 |
|
|
2022
Q4 | $4.63M | Buy |
26,611
+941
| +4% | +$164K | 0.39% | 67 |
|
|
2022
Q3 | $4.15M | Sell |
25,670
-270
| -1% | -$43.6K | 0.44% | 59 |
|
|
2022
Q2 | $4.74M | Buy |
25,940
+1,433
| +6% | +$262K | 0.43% | 56 |
|
|
2022
Q1 | $5.26M | Sell |
24,507
-1,190
| -5% | -$255K | 0.43% | 55 |
|
|
2021
Q4 | $5.51M | Sell |
25,697
-802
| -3% | -$172K | 0.4% | 60 |
|
|
2021
Q3 | $4.83M | Sell |
26,499
-2,670
| -9% | -$486K | 0.41% | 57 |
|
|
2021
Q2 | $6.07M | Buy |
29,169
+980
| +3% | +$204K | 0.54% | 35 |
|
|
2021
Q1 | $4.79M | Sell |
28,189
-3,658
| -11% | -$622K | 0.51% | 49 |
|
|
2020
Q4 | $5.36M | Sell |
31,847
-288
| -0.9% | -$48.5K | 0.74% | 30 |
|
|
2020
Q3 | $5.36M | Sell |
32,135
-2,187
| -6% | -$364K | 1.3% | 12 |
|
|
2020
Q2 | $3.82M | Buy |
+34,322
| New | +$3.82M | 1.17% | 21 |
|
|
2019
Q4 | – | Sell |
-2,258
| Closed | -$271K | – | 235 |
|
|
2019
Q3 | $271K | Buy |
+2,258
| New | +$271K | 0.1% | 201 |
|