Alan B. Lancz & Associates’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 | $643K | Hold |
6,370
| – | – | 0.64% | 38 |
|
|
2025
Q1 | $701K | Hold |
6,370
| – | – | 0.75% | 32 |
|
|
2024
Q4 | $803K | Sell |
6,370
-400
| -6% | -$50.4K | 0.82% | 27 |
|
|
2024
Q3 | $923K | Hold |
6,770
| – | – | 0.85% | 29 |
|
|
2024
Q2 | $926K | Buy |
+6,770
| New | +$926K | 0.92% | 25 |
|
|
2023
Q4 | $1.1M | Sell |
6,970
-300
| -4% | -$47.2K | 1.15% | 17 |
|
|
2023
Q3 | $1.13M | Sell |
7,270
-150
| -2% | -$23.4K | 1.29% | 18 |
|
|
2023
Q2 | $1.33M | Hold |
7,420
| – | – | 1.42% | 17 |
|
|
2023
Q1 | $1.44M | Hold |
7,420
| – | – | 1.49% | 13 |
|
|
2022
Q4 | $1.35M | Hold |
7,420
| – | – | 1.36% | 15 |
|
|
2022
Q3 | $1.2M | Hold |
7,420
| – | – | 1.42% | 14 |
|
|
2022
Q2 | $1.45M | Sell |
7,420
-650
| -8% | -$127K | 1.43% | 12 |
|
|
2022
Q1 | $1.73M | Hold |
8,070
| – | – | 1.53% | 14 |
|
|
2021
Q4 | $1.73M | Buy |
+8,070
| New | +$1.73M | 1.51% | 13 |
|