Suncoast Equity Management’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 | $268K | Hold |
2,652
| – | – | 0.03% | 74 |
|
|
2025
Q1 | $292K | Hold |
2,652
| – | – | 0.03% | 71 |
|
|
2024
Q4 | $334K | Hold |
2,652
| – | – | 0.04% | 66 |
|
|
2024
Q3 | $362K | Hold |
2,652
| – | – | 0.04% | 63 |
|
|
2024
Q2 | $363K | Hold |
2,652
| – | – | 0.04% | 60 |
|
|
2024
Q1 | $394K | Hold |
2,652
| – | – | 0.05% | 59 |
|
|
2023
Q4 | $417K | Hold |
2,652
| – | – | 0.06% | 58 |
|
|
2023
Q3 | $413K | Hold |
2,652
| – | – | 0.06% | 52 |
|
|
2023
Q2 | $475K | Sell |
2,652
-12
| -0.5% | -$2.15K | 0.07% | 51 |
|
|
2023
Q1 | $517K | Hold |
2,664
| – | – | 0.09% | 47 |
|
|
2022
Q4 | $463K | Buy |
2,664
+106
| +4% | +$18.4K | 0.09% | 42 |
|
|
2022
Q3 | $413K | Sell |
2,558
-145
| -5% | -$23.4K | 0.08% | 37 |
|
|
2022
Q2 | $493K | Buy |
+2,703
| New | +$493K | 0.09% | 39 |
|