Suncoast Equity Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $222K | Hold |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $292K | Hold |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $362K | Hold |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $417K | Hold |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $463K | Buy |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $493K | Buy |
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