Anchor Investment 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 | $3.82M | Sell |
37,857
-2,316
| -6% | -$234K | 0.34% | 78 |
|
|
2025
Q1 | $4.42M | Sell |
40,173
-930
| -2% | -$102K | 0.41% | 62 |
|
|
2024
Q4 | $5.18M | Sell |
41,103
-1,510
| -4% | -$190K | 0.48% | 53 |
|
|
2024
Q3 | $5.81M | Sell |
42,613
-4,069
| -9% | -$555K | 0.55% | 49 |
|
|
2024
Q2 | $6.39M | Sell |
46,682
-8,338
| -15% | -$1.14M | 0.66% | 38 |
|
|
2024
Q1 | $8.18M | Buy |
55,020
+316
| +0.6% | +$47K | 0.86% | 27 |
|
|
2023
Q4 | $8.6M | Buy |
54,704
+2,158
| +4% | +$339K | 0.98% | 22 |
|
|
2023
Q3 | $8.19M | Buy |
52,546
+507
| +1% | +$79K | 1.07% | 17 |
|
|
2023
Q2 | $9.33M | Sell |
52,039
-1,092
| -2% | -$196K | 1.19% | 16 |
|
|
2023
Q1 | $10.3M | Sell |
53,131
-296
| -0.6% | -$57.4K | 1.4% | 11 |
|
|
2022
Q4 | $9.29M | Sell |
53,427
-148
| -0.3% | -$25.7K | 1.33% | 12 |
|
|
2022
Q3 | $8.65M | Sell |
53,575
-152
| -0.3% | -$24.6K | 1.34% | 15 |
|
|
2022
Q2 | $9.81M | Buy |
53,727
+1,033
| +2% | +$189K | 1.42% | 12 |
|
|
2022
Q1 | $11.3M | Sell |
52,694
-225
| -0.4% | -$48.3K | 1.43% | 10 |
|
|
2021
Q4 | $11.3M | Buy |
52,919
+1,437
| +3% | +$308K | 1.41% | 10 |
|
|
2021
Q3 | $9.37M | Sell |
51,482
-299
| -0.6% | -$54.4K | 1.3% | 12 |
|
|
2021
Q2 | $10.8M | Buy |
51,781
+571
| +1% | +$119K | 1.49% | 9 |
|
|
2021
Q1 | $8.71M | Buy |
51,210
+5,674
| +12% | +$965K | 1.33% | 10 |
|
|
2020
Q4 | $7.67M | Buy |
45,536
+2,456
| +6% | +$414K | 1.38% | 9 |
|
|
2020
Q3 | $7.18M | Buy |
43,080
+625
| +1% | +$104K | 1.46% | 9 |
|
|
2020
Q2 | $4.72M | Buy |
42,455
+618
| +1% | +$68.7K | 1.06% | 17 |
|
|
2020
Q1 | $3.91M | Buy |
41,837
+8,421
| +25% | +$787K | 1.01% | 18 |
|
|
2019
Q4 | $3.91M | Buy |
33,416
+1,993
| +6% | +$233K | 0.83% | 25 |
|
|
2019
Q3 | $3.77M | Buy |
31,423
+591
| +2% | +$70.8K | 0.87% | 24 |
|
|
2019
Q2 | $3.18M | Buy |
30,832
+3,489
| +13% | +$360K | 0.76% | 29 |
|
|
2019
Q1 | $3.06M | Buy |
27,343
+760
| +3% | +$84.9K | 0.76% | 30 |
|
|
2018
Q4 | $2.59M | Buy |
26,583
+95
| +0.4% | +$9.27K | 0.74% | 30 |
|
|
2018
Q3 | $3.09M | Buy |
26,488
+804
| +3% | +$93.9K | 0.71% | 34 |
|
|
2018
Q2 | $2.73M | Buy |
25,684
+796
| +3% | +$84.6K | 0.67% | 35 |
|
|
2018
Q1 | $2.6M | Sell |
24,888
-113
| -0.5% | -$11.8K | 0.68% | 32 |
|
|
2017
Q4 | $2.98M | Buy |
25,001
+99
| +0.4% | +$11.8K | 0.79% | 29 |
|
|
2017
Q3 | $2.99M | Buy |
24,902
+933
| +4% | +$112K | 0.88% | 24 |
|
|
2017
Q2 | $2.65M | Buy |
23,969
+25
| +0.1% | +$2.77K | 0.88% | 26 |
|
|
2017
Q1 | $2.57M | Buy |
23,944
+75
| +0.3% | +$8.05K | 0.88% | 26 |
|
|
2016
Q4 | $2.74M | Sell |
23,869
-105
| -0.4% | -$12K | 1.02% | 20 |
|
|
2016
Q3 | $2.62M | Buy |
23,974
+915
| +4% | +$100K | 1.02% | 21 |
|
|
2016
Q2 | $2.48M | Buy |
23,059
+650
| +3% | +$70K | 0.98% | 22 |
|
|
2016
Q1 | $2.36M | Buy |
+22,409
| New | +$2.36M | 0.97% | 23 |
|