AIMZ Investment Advisors’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 | $681K | Hold |
6,750
| – | – | 0.23% | 79 |
|
|
2025
Q1 | $742K | Hold |
6,750
| – | – | 0.26% | 72 |
|
|
2024
Q4 | $851K | Hold |
6,750
| – | – | 0.3% | 70 |
|
|
2024
Q3 | $920K | Buy |
6,750
+75
| +1% | +$10.2K | 0.31% | 69 |
|
|
2024
Q2 | $913K | Sell |
6,675
-75
| -1% | -$10.3K | 0.33% | 68 |
|
|
2024
Q1 | $1M | Sell |
6,750
-500
| -7% | -$74.3K | 0.37% | 64 |
|
|
2023
Q4 | $1.14M | Hold |
7,250
| – | – | 0.46% | 63 |
|
|
2023
Q3 | $1.13M | Sell |
7,250
-75
| -1% | -$11.7K | 0.5% | 61 |
|
|
2023
Q2 | $1.31M | Hold |
7,325
| – | – | 0.56% | 58 |
|
|
2023
Q1 | $1.42M | Hold |
7,325
| – | – | 0.64% | 52 |
|
|
2022
Q4 | $1.27M | Hold |
7,325
| – | – | 0.6% | 54 |
|
|
2022
Q3 | $1.18M | Hold |
7,325
| – | – | 0.6% | 53 |
|
|
2022
Q2 | $1.34M | Hold |
7,325
| – | – | 0.64% | 51 |
|
|
2022
Q1 | $1.57M | Sell |
7,325
-400
| -5% | -$85.8K | 0.65% | 52 |
|
|
2021
Q4 | $1.66M | Buy |
7,725
+350
| +5% | +$75K | 0.64% | 53 |
|
|
2021
Q3 | $1.34M | Hold |
7,375
| – | – | 0.61% | 57 |
|
|
2021
Q2 | $1.53M | Hold |
7,375
| – | – | 0.69% | 48 |
|
|
2021
Q1 | $1.25M | Hold |
7,375
| – | – | 0.61% | 53 |
|
|
2020
Q4 | $1.24M | Sell |
7,375
-100
| -1% | -$16.8K | 0.65% | 49 |
|
|
2020
Q3 | $1.25M | Sell |
7,475
-600
| -7% | -$100K | 0.75% | 44 |
|
|
2020
Q2 | $898K | Hold |
8,075
| – | – | 0.58% | 49 |
|
|
2020
Q1 | $754K | Buy |
8,075
+4,680
| +138% | +$437K | 0.59% | 53 |
|
|
2019
Q4 | $397K | Hold |
3,395
| – | – | 0.26% | 77 |
|
|
2019
Q3 | $407K | Sell |
3,395
-50
| -1% | -$5.99K | 0.28% | 75 |
|
|
2019
Q2 | $356K | Hold |
3,445
| – | – | 0.25% | 76 |
|
|
2019
Q1 | $385K | Hold |
3,445
| – | – | 0.26% | 77 |
|
|
2018
Q4 | $336K | Hold |
3,445
| – | – | 0.26% | 77 |
|
|
2018
Q3 | $402K | Hold |
3,445
| – | – | 0.26% | 77 |
|
|
2018
Q2 | $366K | Hold |
3,445
| – | – | 0.26% | 78 |
|
|
2018
Q1 | $361K | Hold |
3,445
| – | – | 0.26% | 79 |
|
|
2017
Q4 | $410K | Sell |
3,445
-150
| -4% | -$17.9K | 0.31% | 73 |
|
|
2017
Q3 | $432K | Sell |
3,595
-200
| -5% | -$24K | 0.35% | 72 |
|
|
2017
Q2 | $420K | Sell |
3,795
-200
| -5% | -$22.1K | 0.35% | 74 |
|
|
2017
Q1 | $429K | Hold |
3,995
| – | – | 0.36% | 75 |
|
|
2016
Q4 | $458K | Sell |
3,995
-50
| -1% | -$5.73K | 0.41% | 70 |
|
|
2016
Q3 | $442K | Sell |
4,045
-200
| -5% | -$21.9K | 0.4% | 68 |
|
|
2016
Q2 | $457K | Sell |
4,245
-4,395
| -51% | -$473K | 0.42% | 68 |
|
|
2016
Q1 | $874K | Buy |
8,640
+4,295
| +99% | +$434K | 0.38% | 71 |
|
|
2015
Q4 | $418K | Sell |
4,345
-100
| -2% | -$9.62K | 0.38% | 72 |
|
|
2015
Q3 | $439K | Buy |
4,445
+150
| +3% | +$14.8K | 0.4% | 68 |
|
|
2015
Q2 | $416K | Hold |
4,295
| – | – | 0.36% | 73 |
|
|
2015
Q1 | $416K | Hold |
4,295
| – | – | 0.36% | 70 |
|
|
2014
Q4 | $477K | Buy |
+4,295
| New | +$477K | 0.43% | 65 |
|