SS
Sunbelt Securities’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
16,922
+3,572
| +27% | +$450K | 0.19% | 105 |
|
|
2025
Q1 | $1.47M | Sell |
13,350
-3,572
| -21% | -$393K | 0.13% | 134 |
|
|
2024
Q4 | $2.12M | Sell |
16,922
-570
| -3% | -$71.4K | 0.19% | 105 |
|
|
2024
Q3 | $2.38M | Buy |
17,492
+862
| +5% | +$118K | 0.23% | 92 |
|
|
2024
Q2 | $2.28M | Buy |
16,630
+648
| +4% | +$88.7K | 0.23% | 86 |
|
|
2024
Q1 | $2.38M | Buy |
15,982
+1,381
| +9% | +$205K | 0.27% | 81 |
|
|
2023
Q4 | $2.3M | Sell |
14,601
-588
| -4% | -$92.4K | 0.29% | 75 |
|
|
2023
Q3 | $2.37M | Sell |
15,189
-673
| -4% | -$105K | 0.33% | 63 |
|
|
2023
Q2 | $2.84M | Sell |
15,862
-552
| -3% | -$98.9K | 0.41% | 51 |
|
|
2023
Q1 | $3.14M | Sell |
16,414
-152
| -0.9% | -$29K | 0.5% | 44 |
|
|
2022
Q4 | $2.88M | Buy |
16,566
+134
| +0.8% | +$23.3K | 0.56% | 40 |
|
|
2022
Q3 | $2.65M | Buy |
16,432
+290
| +2% | +$46.8K | 0.56% | 39 |
|
|
2022
Q2 | $2.95M | Buy |
16,142
+115
| +0.7% | +$21K | 0.62% | 35 |
|
|
2022
Q1 | $3.53M | Sell |
16,027
-6,059
| -27% | -$1.33M | 0.65% | 30 |
|
|
2021
Q4 | $4.97M | Sell |
22,086
-4,769
| -18% | -$1.07M | 0.81% | 22 |
|
|
2021
Q3 | $5.66M | Hold |
26,855
| – | – | 1.02% | 13 |
|
|
2021
Q2 | $5.66M | Sell |
26,855
-874
| -3% | -$184K | 1.02% | 13 |
|
|
2021
Q1 | $4.71M | Sell |
27,729
-253
| -0.9% | -$43K | 0.93% | 21 |
|
|
2020
Q4 | $4.71M | Buy |
27,982
+6,854
| +32% | +$1.15M | 0.97% | 19 |
|
|
2020
Q3 | $3.52M | Buy |
21,128
+32
| +0.2% | +$5.33K | 0.98% | 19 |
|
|
2020
Q2 | $2.35M | Sell |
21,096
-1,534
| -7% | -$171K | 0.81% | 29 |
|
|
2020
Q1 | $2.13M | Sell |
22,630
-6,954
| -24% | -$656K | 0.09% | 91 |
|
|
2019
Q4 | $3.46M | Buy |
29,584
+2,974
| +11% | +$348K | 0.36% | 62 |
|
|
2019
Q3 | $3.19M | Buy |
26,610
+11,822
| +80% | +$1.42M | 0.36% | 65 |
|
|
2019
Q2 | $1.53M | Buy |
14,788
+2,258
| +18% | +$233K | 0.66% | 41 |
|
|
2019
Q1 | $1.4M | Buy |
12,530
+7,020
| +127% | +$784K | 0.7% | 41 |
|
|
2018
Q4 | $537K | Sell |
5,510
-485
| -8% | -$47.3K | 0.31% | 89 |
|
|
2018
Q3 | $700K | Buy |
5,995
+916
| +18% | +$107K | 0.37% | 69 |
|
|
2018
Q2 | $540K | Buy |
5,079
+1,287
| +34% | +$137K | 0.32% | 87 |
|
|
2018
Q1 | $397K | Buy |
3,792
+302
| +9% | +$31.6K | 0.36% | 92 |
|
|
2017
Q4 | $416K | Buy |
3,490
+255
| +8% | +$30.4K | 0.4% | 80 |
|
|
2017
Q3 | $388K | Buy |
3,235
+126
| +4% | +$15.1K | 0.41% | 80 |
|
|
2017
Q2 | $344K | Sell |
3,109
-20
| -0.6% | -$2.21K | 0.65% | 47 |
|
|
2017
Q1 | $336K | Buy |
3,129
+117
| +4% | +$12.6K | 0.51% | 53 |
|
|
2016
Q4 | $345K | Sell |
3,012
-160
| -5% | -$18.3K | 0.52% | 47 |
|
|
2016
Q3 | $347K | Buy |
3,172
+45
| +1% | +$4.92K | 0.42% | 52 |
|
|
2016
Q2 | $337K | Sell |
3,127
-9
| -0.3% | -$970 | 0.44% | 51 |
|
|
2016
Q1 | $331K | Buy |
3,136
+3
| +0.1% | +$317 | 0.48% | 46 |
|
|
2015
Q4 | $302K | Sell |
3,133
-28
| -0.9% | -$2.7K | 0.42% | 54 |
|
|
2015
Q3 | $312K | Sell |
3,161
-224
| -7% | -$22.1K | 0.42% | 57 |
|
|
2015
Q2 | $328K | Sell |
3,385
-48
| -1% | -$4.65K | 0.45% | 53 |
|
|
2015
Q1 | $333K | Sell |
3,433
-38
| -1% | -$3.69K | 0.49% | 45 |
|
|
2014
Q4 | $386K | Buy |
+3,471
| New | +$386K | 0.51% | 43 |
|