SIM
Studio Investment Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
7,235
+1,103
| +18% | +$111K | 0.15% | 93 |
|
|
2025
Q1 | $674K | Buy |
6,132
+927
| +18% | +$102K | 0.14% | 94 |
|
|
2024
Q4 | $656K | Sell |
5,205
-275
| -5% | -$34.7K | 0.14% | 97 |
|
|
2024
Q3 | $747K | Buy |
5,480
+492
| +10% | +$67.1K | 0.16% | 89 |
|
|
2024
Q2 | $683K | Buy |
4,988
+767
| +18% | +$105K | 0.16% | 90 |
|
|
2024
Q1 | $627K | Buy |
4,221
+246
| +6% | +$36.6K | 0.15% | 91 |
|
|
2023
Q4 | $625K | Buy |
3,975
+1,871
| +89% | +$294K | 0.16% | 89 |
|
|
2023
Q3 | $328K | Buy |
2,104
+1,329
| +171% | +$207K | 0.09% | 114 |
|
|
2023
Q2 | $139K | Buy |
775
+335
| +76% | +$60K | 0.04% | 142 |
|
|
2023
Q1 | $85.4K | Buy |
440
+320
| +267% | +$62.1K | 0.03% | 133 |
|
|
2022
Q4 | $20.9K | Buy |
+120
| New | +$20.9K | 0.01% | 151 |
|