Atwater Malick’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 | $3.06M | Buy |
30,364
+3,077
| +11% | +$311K | 0.97% | 23 |
|
|
2025
Q1 | $3M | Buy |
27,287
+2,852
| +12% | +$314K | 1.02% | 23 |
|
|
2024
Q4 | $3.08M | Sell |
24,435
-1,387
| -5% | -$175K | 1.03% | 24 |
|
|
2024
Q3 | $3.52M | Sell |
25,822
-2,586
| -9% | -$353K | 1.13% | 23 |
|
|
2024
Q2 | $3.89M | Sell |
28,408
-1,232
| -4% | -$169K | 1.34% | 23 |
|
|
2024
Q1 | $4.41M | Sell |
29,640
-1,692
| -5% | -$251K | 1.55% | 24 |
|
|
2023
Q4 | $4.93M | Buy |
31,332
+1,526
| +5% | +$240K | 1.93% | 24 |
|
|
2023
Q3 | $4.65M | Buy |
29,806
+436
| +1% | +$68K | 2.04% | 23 |
|
|
2023
Q2 | $5.26M | Buy |
29,370
+1,921
| +7% | +$344K | 2.25% | 22 |
|
|
2023
Q1 | $5.32M | Buy |
27,449
+808
| +3% | +$157K | 2.5% | 21 |
|
|
2022
Q4 | $4.63M | Buy |
26,641
+1,239
| +5% | +$215K | 2.28% | 21 |
|
|
2022
Q3 | $4.1M | Buy |
25,402
+1,405
| +6% | +$227K | 2.29% | 22 |
|
|
2022
Q2 | $4.38M | Buy |
23,997
+1,638
| +7% | +$299K | 2.3% | 23 |
|
|
2022
Q1 | $4.8M | Buy |
22,359
+1,156
| +5% | +$248K | 2.32% | 22 |
|
|
2021
Q4 | $4.55M | Buy |
21,203
+948
| +5% | +$203K | 2.11% | 23 |
|
|
2021
Q3 | $3.69M | Buy |
20,255
+1,405
| +7% | +$256K | 1.95% | 24 |
|
|
2021
Q2 | $3.92M | Buy |
18,850
+1,499
| +9% | +$312K | 2.17% | 24 |
|
|
2021
Q1 | $2.95M | Sell |
17,351
-360
| -2% | -$61.2K | 1.81% | 25 |
|
|
2020
Q4 | $2.98M | Buy |
17,711
+1,426
| +9% | +$240K | 1.87% | 24 |
|
|
2020
Q3 | $2.71M | Buy |
16,285
+2,285
| +16% | +$381K | 1.9% | 24 |
|
|
2020
Q2 | $1.56M | Buy |
14,000
+10,362
| +285% | +$1.15M | 1.23% | 25 |
|
|
2020
Q1 | $340K | Buy |
+3,638
| New | +$340K | 0.33% | 31 |
|
|
2019
Q4 | – | Sell |
-75
| Closed | -$9K | – | 189 |
|
|
2019
Q3 | $9K | Buy |
+75
| New | +$9K | 0.01% | 142 |
|