UAS
United Asset Strategies’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
27,133
+2,959
| +12% | +$299K | 0.23% | 80 |
|
|
2025
Q1 | $2.66M | Buy |
24,174
+1,900
| +9% | +$209K | 0.25% | 80 |
|
|
2024
Q4 | $2.81M | Buy |
22,274
+3,980
| +22% | +$502K | 0.26% | 76 |
|
|
2024
Q3 | $2.49M | Sell |
18,294
-1,507
| -8% | -$205K | 0.23% | 85 |
|
|
2024
Q2 | $2.71M | Buy |
19,801
+587
| +3% | +$80.3K | 0.27% | 76 |
|
|
2024
Q1 | $2.86M | Buy |
19,214
+625
| +3% | +$92.9K | 0.29% | 72 |
|
|
2023
Q4 | $2.92M | Buy |
18,589
+622
| +3% | +$97.8K | 0.33% | 67 |
|
|
2023
Q3 | $2.8M | Sell |
17,967
-2,196
| -11% | -$342K | 0.36% | 64 |
|
|
2023
Q2 | $3.61M | Buy |
20,163
+2,854
| +16% | +$512K | 0.45% | 60 |
|
|
2023
Q1 | $3.36M | Sell |
17,309
-20
| -0.1% | -$3.88K | 0.44% | 63 |
|
|
2022
Q4 | $3.01M | Buy |
17,329
+2,779
| +19% | +$483K | 0.42% | 66 |
|
|
2022
Q3 | $2.35M | Buy |
14,550
+214
| +1% | +$34.6K | 0.36% | 66 |
|
|
2022
Q2 | $2.62M | Buy |
14,336
+16
| +0.1% | +$2.92K | 0.38% | 66 |
|
|
2022
Q1 | $3.07M | Sell |
14,320
-14
| -0.1% | -$3K | 0.39% | 65 |
|
|
2021
Q4 | $3.07M | Sell |
14,334
-664
| -4% | -$142K | 0.37% | 66 |
|
|
2021
Q3 | $2.73M | Sell |
14,998
-605
| -4% | -$110K | 0.35% | 66 |
|
|
2021
Q2 | $3.25M | Buy |
15,603
+2,091
| +15% | +$435K | 0.43% | 62 |
|
|
2021
Q1 | $2.3M | Buy |
13,512
+12
| +0.1% | +$2.04K | 0.33% | 68 |
|
|
2020
Q4 | $2.27M | Buy |
13,500
+48
| +0.4% | +$8.08K | 0.36% | 67 |
|
|
2020
Q3 | $2.24M | Buy |
13,452
+41
| +0.3% | +$6.83K | 0.41% | 61 |
|
|
2020
Q2 | $1.49M | Sell |
13,411
-10
| -0.1% | -$1.11K | 0.29% | 75 |
|
|
2020
Q1 | $1.25M | Sell |
13,421
-122
| -0.9% | -$11.4K | 0.31% | 74 |
|
|
2019
Q4 | $1.59M | Sell |
13,543
-217
| -2% | -$25.4K | 0.31% | 80 |
|
|
2019
Q3 | $1.65M | Buy |
13,760
+13
| +0.1% | +$1.56K | 0.36% | 76 |
|
|
2019
Q2 | $1.42M | Buy |
13,747
+17
| +0.1% | +$1.76K | 0.33% | 80 |
|
|
2019
Q1 | $1.53M | Buy |
13,730
+3,660
| +36% | +$409K | 0.36% | 76 |
|
|
2018
Q4 | $982K | Sell |
10,070
-46
| -0.5% | -$4.49K | 0.27% | 84 |
|
|
2018
Q3 | $1.18M | Buy |
10,116
+13
| +0.1% | +$1.52K | 0.28% | 84 |
|
|
2018
Q2 | $1.07M | Sell |
10,103
-187
| -2% | -$19.9K | 0.28% | 88 |
|
|
2018
Q1 | $1.08M | Sell |
10,290
-3,510
| -25% | -$367K | 0.32% | 83 |
|
|
2017
Q4 | $1.64M | Buy |
13,800
+12
| +0.1% | +$1.43K | 0.44% | 65 |
|
|
2017
Q3 | $1.66M | Buy |
13,788
+11
| +0.1% | +$1.32K | 0.94% | 36 |
|
|
2017
Q2 | $1.52M | Buy |
13,777
+13
| +0.1% | +$1.44K | 0.45% | 61 |
|
|
2017
Q1 | $1.48M | Buy |
13,764
+12
| +0.1% | +$1.29K | 0.45% | 61 |
|
|
2016
Q4 | $1.58M | Sell |
13,752
-1,730
| -11% | -$198K | 0.51% | 60 |
|
|
2016
Q3 | $1.69M | Buy |
15,482
+231
| +2% | +$25.3K | 0.59% | 51 |
|
|
2016
Q2 | $1.64M | Sell |
15,251
-4,268
| -22% | -$460K | 0.62% | 49 |
|
|
2016
Q1 | $2.06M | Sell |
19,519
-287
| -1% | -$30.3K | 0.92% | 35 |
|
|
2015
Q4 | $1.91M | Sell |
19,806
-653
| -3% | -$62.8K | 0.83% | 41 |
|
|
2015
Q3 | $2.02M | Buy |
20,459
+44
| +0.2% | +$4.34K | 0.93% | 38 |
|
|
2015
Q2 | $1.98M | Buy |
20,415
+31
| +0.2% | +$3K | 0.88% | 44 |
|
|
2015
Q1 | $2.05M | Sell |
20,384
-49
| -0.2% | -$4.93K | 0.95% | 41 |
|
|
2014
Q4 | $2.27M | Sell |
20,433
-366
| -2% | -$40.7K | 0.97% | 42 |
|
|
2014
Q3 | $2.04M | Buy |
+20,799
| New | +$2.04M | 0.92% | 48 |
|
|
2014
Q2 | – | Sell |
-21,279
| Closed | -$2.07M | – | 131 |
|
|
2014
Q1 | $2.07M | Buy |
21,279
+8,232
| +63% | +$802K | 1.17% | 31 |
|
|
2013
Q4 | $1.37M | Buy |
13,047
+291
| +2% | +$30.6K | 0.94% | 37 |
|
|
2013
Q3 | $1.17M | Sell |
12,756
-91
| -0.7% | -$8.32K | 0.74% | 49 |
|
|
2013
Q2 | $1.11M | Buy |
+12,847
| New | +$1.11M | 0.73% | 50 |
|