Stratos 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 | $5.42M | Sell |
53,659
-19,958
| -27% | -$2.01M | 0.07% | 269 |
|
|
2025
Q1 | $8.1M | Buy |
73,617
+7,172
| +11% | +$789K | 0.12% | 174 |
|
|
2024
Q4 | $8.38M | Buy |
66,445
+1,832
| +3% | +$231K | 0.12% | 174 |
|
|
2024
Q3 | $8.81M | Buy |
64,613
+20,572
| +47% | +$2.8M | 0.13% | 164 |
|
|
2024
Q2 | $6.03M | Sell |
44,041
-346
| -0.8% | -$47.4K | 0.1% | 214 |
|
|
2024
Q1 | $6.6M | Sell |
44,387
-629
| -1% | -$93.5K | 0.11% | 199 |
|
|
2023
Q4 | $7.08M | Buy |
45,016
+1,065
| +2% | +$167K | 0.13% | 170 |
|
|
2023
Q3 | $6.85M | Buy |
43,951
+2,300
| +6% | +$359K | 0.15% | 158 |
|
|
2023
Q2 | $7.47M | Buy |
41,651
+3,891
| +10% | +$697K | 0.17% | 137 |
|
|
2023
Q1 | $7.33M | Sell |
37,760
-4,939
| -12% | -$958K | 0.2% | 114 |
|
|
2022
Q4 | $7.42M | Sell |
42,699
-3,048
| -7% | -$530K | 0.19% | 116 |
|
|
2022
Q3 | $7.39M | Sell |
45,747
-373
| -0.8% | -$60.3K | 0.21% | 101 |
|
|
2022
Q2 | $8.42M | Sell |
46,120
-198
| -0.4% | -$36.1K | 0.21% | 98 |
|
|
2022
Q1 | $9.93M | Buy |
46,318
+10,529
| +29% | +$2.26M | 0.22% | 98 |
|
|
2021
Q4 | $7.67M | Buy |
35,789
+503
| +1% | +$108K | 0.17% | 128 |
|
|
2021
Q3 | $6.43M | Sell |
35,286
-779
| -2% | -$142K | 0.16% | 135 |
|
|
2021
Q2 | $7.5M | Sell |
36,065
-5,372
| -13% | -$1.12M | 0.19% | 118 |
|
|
2021
Q1 | $7.04M | Buy |
41,437
+8,438
| +26% | +$1.43M | 0.2% | 113 |
|
|
2020
Q4 | $5.56M | Sell |
32,999
-23,769
| -42% | -$4M | 0.17% | 139 |
|
|
2020
Q3 | $9.46M | Sell |
56,768
-120
| -0.2% | -$20K | 0.31% | 72 |
|
|
2020
Q2 | $6.33M | Buy |
56,888
+2,151
| +4% | +$239K | 0.23% | 109 |
|
|
2020
Q1 | $5.11M | Buy |
54,737
+11,206
| +26% | +$1.05M | 0.23% | 93 |
|
|
2019
Q4 | $5.1M | Buy |
43,531
+675
| +2% | +$79K | 0.2% | 114 |
|
|
2019
Q3 | $5.14M | Sell |
42,856
-807
| -2% | -$96.7K | 0.22% | 97 |
|
|
2019
Q2 | $4.51M | Sell |
43,663
-7,212
| -14% | -$745K | 0.2% | 110 |
|
|
2019
Q1 | $5.69M | Buy |
50,875
+3,888
| +8% | +$434K | 0.26% | 79 |
|
|
2018
Q4 | $4.58M | Hold |
46,987
| – | – | 0.24% | 90 |
|
|
2018
Q3 | $5.49M | Sell |
46,987
-3,418
| -7% | -$399K | 0.25% | 78 |
|
|
2018
Q2 | $5.36M | Buy |
50,405
+1,764
| +4% | +$187K | 0.24% | 80 |
|
|
2018
Q1 | $5.09M | Buy |
48,641
+3,906
| +9% | +$409K | 0.21% | 106 |
|
|
2017
Q4 | $5.33M | Sell |
44,735
-388
| -0.9% | -$46.2K | 0.24% | 86 |
|
|
2017
Q3 | $5.42M | Sell |
45,123
-947
| -2% | -$114K | 0.26% | 83 |
|
|
2017
Q2 | $5.1M | Buy |
46,070
+3,887
| +9% | +$430K | 0.26% | 85 |
|
|
2017
Q1 | $4.53M | Buy |
42,183
+5,706
| +16% | +$612K | 0.26% | 85 |
|
|
2016
Q4 | $4.18M | Sell |
36,477
-2,848
| -7% | -$327K | 0.26% | 87 |
|
|
2016
Q3 | $4.3M | Buy |
39,325
+2,696
| +7% | +$295K | 0.29% | 71 |
|
|
2016
Q2 | $3.95M | Buy |
36,629
+4,181
| +13% | +$450K | 0.29% | 74 |
|
|
2016
Q1 | $3.42M | Buy |
32,448
+7,619
| +31% | +$804K | 0.29% | 62 |
|
|
2015
Q4 | $2.39M | Buy |
24,829
+6,282
| +34% | +$604K | 0.2% | 94 |
|
|
2015
Q3 | $1.83M | Buy |
18,547
+2,950
| +19% | +$291K | 0.23% | 88 |
|
|
2015
Q2 | $1.51M | Sell |
15,597
-168
| -1% | -$16.3K | 0.19% | 109 |
|
|
2015
Q1 | $1.53M | Buy |
15,765
+10,950
| +227% | +$1.06M | 0.18% | 116 |
|
|
2014
Q4 | $535K | Sell |
4,815
-8,704
| -64% | -$967K | 0.1% | 223 |
|
|
2014
Q3 | $1.33M | Buy |
13,519
+10,311
| +321% | +$1.01M | 0.31% | 75 |
|
|
2014
Q2 | $332K | Buy |
+3,208
| New | +$332K | 0.11% | 210 |
|