SCA
Stuart Chaussee & Associates’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Hold |
1,537
| – | – | 0.04% | 52 |
|
|
2025
Q1 | $169K | Hold |
1,537
| – | – | 0.04% | 39 |
|
|
2024
Q4 | $194K | Hold |
1,537
| – | – | 0.05% | 34 |
|
|
2024
Q3 | $210K | Hold |
1,537
| – | – | 0.06% | 30 |
|
|
2024
Q2 | $210K | Hold |
1,537
| – | – | 0.06% | 28 |
|
|
2024
Q1 | $228K | Sell |
1,537
-950
| -38% | -$141K | 0.07% | 29 |
|
|
2023
Q4 | $391K | Hold |
2,487
| – | – | 0.11% | 23 |
|
|
2023
Q3 | $388K | Hold |
2,487
| – | – | 0.13% | 14 |
|
|
2023
Q2 | $446K | Hold |
2,487
| – | – | 0.14% | 14 |
|
|
2023
Q1 | $482K | Hold |
2,487
| – | – | 0.16% | 13 |
|
|
2022
Q4 | $432K | Hold |
2,487
| – | – | 0.16% | 13 |
|
|
2022
Q3 | $402K | Hold |
2,487
| – | – | 0.93% | 7 |
|
|
2022
Q2 | $454K | Hold |
2,487
| – | – | 0.98% | 7 |
|
|
2022
Q1 | $533K | Sell |
2,487
-47
| -2% | -$10.1K | 0.25% | 14 |
|
|
2021
Q4 | $543K | Buy |
2,534
+87
| +4% | +$18.6K | 0.23% | 15 |
|
|
2021
Q3 | $446K | Hold |
2,447
| – | – | 0.69% | 9 |
|
|
2021
Q2 | $509K | Buy |
2,447
+505
| +26% | +$105K | 0.22% | 14 |
|
|
2021
Q1 | $330K | Hold |
1,942
| – | – | 0.13% | 21 |
|
|
2020
Q4 | $327K | Hold |
1,942
| – | – | 0.13% | 17 |
|
|
2020
Q3 | $324K | Hold |
1,942
| – | – | 0.15% | 17 |
|
|
2020
Q2 | $216K | Hold |
1,942
| – | – | 0.11% | 16 |
|
|
2020
Q1 | $181K | Sell |
1,942
-225
| -10% | -$21K | 0.17% | 12 |
|
|
2019
Q4 | $254K | Sell |
2,167
-709
| -25% | -$83.1K | 0.14% | 16 |
|
|
2019
Q3 | $345K | Hold |
2,876
| – | – | 0.21% | 11 |
|
|
2019
Q2 | $297K | Sell |
2,876
-55
| -2% | -$5.68K | 0.18% | 18 |
|
|
2019
Q1 | $328K | Buy |
2,931
+695
| +31% | +$77.8K | 0.21% | 12 |
|
|
2018
Q4 | $218K | Hold |
2,236
| – | – | 0.17% | 12 |
|
|
2018
Q3 | $261K | Hold |
2,236
| – | – | 0.17% | 18 |
|
|
2018
Q2 | $238K | Hold |
2,236
| – | – | 0.16% | 19 |
|
|
2018
Q1 | $234K | Sell |
2,236
-95
| -4% | -$9.94K | 0.97% | 6 |
|
|
2017
Q4 | $278K | Hold |
2,331
| – | – | 0.2% | 12 |
|
|
2017
Q3 | $277K | Hold |
2,331
| – | – | 0.21% | 14 |
|
|
2017
Q2 | $258K | Sell |
2,331
-75
| -3% | -$8.3K | 0.19% | 14 |
|
|
2017
Q1 | $258K | Buy |
2,406
+1,186
| +97% | +$127K | 0.25% | 11 |
|
|
2016
Q4 | $140K | Hold |
1,220
| – | – | 0.11% | 21 |
|
|
2016
Q3 | $133K | Hold |
1,220
| – | – | 0.11% | 29 |
|
|
2016
Q2 | $132K | Hold |
1,220
| – | – | 0.11% | 24 |
|
|
2016
Q1 | $127K | Hold |
1,220
| – | – | 0.12% | 22 |
|
|
2015
Q4 | $117K | Buy |
+1,220
| New | +$117K | 0.11% | 20 |
|