Aull & Monroe 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 | $1.02M | Sell |
10,130
-1,525
| -13% | -$154K | 0.55% | 53 |
|
|
2025
Q1 | $1.28M | Sell |
11,655
-175
| -1% | -$19.2K | 0.64% | 51 |
|
|
2024
Q4 | $1.49M | Sell |
11,830
-850
| -7% | -$107K | 0.76% | 49 |
|
|
2024
Q3 | $1.73M | Sell |
12,680
-567
| -4% | -$77.3K | 0.8% | 43 |
|
|
2024
Q2 | $1.81M | Sell |
13,247
-159
| -1% | -$21.8K | 0.89% | 41 |
|
|
2024
Q1 | $1.99M | Hold |
13,406
| – | – | 0.91% | 39 |
|
|
2023
Q4 | $2.11M | Sell |
13,406
-105
| -0.8% | -$16.5K | 1.04% | 35 |
|
|
2023
Q3 | $2.11M | Hold |
13,511
| – | – | 1.1% | 29 |
|
|
2023
Q2 | $2.42M | Hold |
13,511
| – | – | 1.22% | 29 |
|
|
2023
Q1 | $2.62M | Sell |
13,511
-250
| -2% | -$48.5K | 1.33% | 23 |
|
|
2022
Q4 | $2.39M | Sell |
13,761
-535
| -4% | -$93K | 1.19% | 29 |
|
|
2022
Q3 | $2.31M | Sell |
14,296
-500
| -3% | -$80.8K | 1.27% | 25 |
|
|
2022
Q2 | $2.7M | Hold |
14,796
| – | – | 1.37% | 25 |
|
|
2022
Q1 | $3.17M | Sell |
14,796
-150
| -1% | -$32.2K | 1.43% | 24 |
|
|
2021
Q4 | $3.2M | Sell |
14,946
-350
| -2% | -$75K | 1.43% | 22 |
|
|
2021
Q3 | $2.79M | Sell |
15,296
-150
| -1% | -$27.3K | 1.37% | 27 |
|
|
2021
Q2 | $3.21M | Hold |
15,446
| – | – | 1.53% | 22 |
|
|
2021
Q1 | $2.63M | Sell |
15,446
-175
| -1% | -$29.8K | 1.28% | 26 |
|
|
2020
Q4 | $2.63M | Sell |
15,621
-125
| -0.8% | -$21.1K | 1.4% | 22 |
|
|
2020
Q3 | $2.62M | Sell |
15,746
-430
| -3% | -$71.7K | 1.54% | 19 |
|
|
2020
Q2 | $1.8M | Sell |
16,176
-1,100
| -6% | -$122K | 1.11% | 29 |
|
|
2020
Q1 | $1.61M | Sell |
17,276
-100
| -0.6% | -$9.34K | 1.08% | 33 |
|
|
2019
Q4 | $2.03M | Hold |
17,376
| – | – | 1.03% | 35 |
|
|
2019
Q3 | $2.08M | Sell |
17,376
-200
| -1% | -$24K | 1.1% | 31 |
|
|
2019
Q2 | $1.82M | Sell |
17,576
-250
| -1% | -$25.8K | 0.96% | 38 |
|
|
2019
Q1 | $1.99M | Sell |
17,826
-1,350
| -7% | -$151K | 1.07% | 33 |
|
|
2018
Q4 | $1.87M | Sell |
19,176
-325
| -2% | -$31.7K | 1.07% | 30 |
|
|
2018
Q3 | $2.28M | Buy |
19,501
+150
| +0.8% | +$17.5K | 1.1% | 33 |
|
|
2018
Q2 | $2.06M | Sell |
19,351
-120
| -0.6% | -$12.8K | 1.06% | 34 |
|
|
2018
Q1 | $2.04M | Hold |
19,471
| – | – | 1.06% | 33 |
|
|
2017
Q4 | $2.32M | Sell |
19,471
-580
| -3% | -$69.1K | 1.17% | 28 |
|
|
2017
Q3 | $2.41M | Sell |
20,051
-100
| -0.5% | -$12K | 1.24% | 26 |
|
|
2017
Q2 | $2.23M | Sell |
20,151
-180
| -0.9% | -$19.9K | 1.19% | 28 |
|
|
2017
Q1 | $2.18M | Sell |
20,331
-400
| -2% | -$42.9K | 1.17% | 28 |
|
|
2016
Q4 | $2.38M | Sell |
20,731
-100
| -0.5% | -$11.5K | 1.33% | 24 |
|
|
2016
Q3 | $2.28M | Sell |
20,831
-600
| -3% | -$65.6K | 1.31% | 27 |
|
|
2016
Q2 | $2.31M | Buy |
21,431
+50
| +0.2% | +$5.39K | 1.33% | 24 |
|
|
2016
Q1 | $2.26M | Buy |
21,381
+2,450
| +13% | +$258K | 1.35% | 24 |
|
|
2015
Q4 | $1.82M | Sell |
18,931
-200
| -1% | -$19.2K | 1.13% | 32 |
|
|
2015
Q3 | $1.89M | Sell |
19,131
-393
| -2% | -$38.8K | 1.22% | 29 |
|
|
2015
Q2 | $1.98M | Sell |
19,524
-760
| -4% | -$76.9K | 1.16% | 31 |
|
|
2015
Q1 | $1.97M | Sell |
20,284
-200
| -1% | -$19.4K | 1.1% | 33 |
|
|
2014
Q4 | $2.28M | Sell |
20,484
-1,900
| -8% | -$211K | 1.24% | 29 |
|
|
2014
Q3 | $2.2M | Buy |
22,384
+599
| +3% | +$58.9K | 1.17% | 33 |
|
|
2014
Q2 | $2.24M | Sell |
21,785
-200
| -0.9% | -$20.5K | 1.19% | 30 |
|
|
2014
Q1 | $2.14M | Sell |
21,985
-500
| -2% | -$48.7K | 1.22% | 28 |
|
|
2013
Q4 | $2.36M | Sell |
22,485
-300
| -1% | -$31.5K | 1.38% | 26 |
|
|
2013
Q3 | $2.08M | Buy |
22,785
+100
| +0.4% | +$9.14K | 1.35% | 28 |
|
|
2013
Q2 | $1.96M | Buy |
+22,685
| New | +$1.96M | 1.32% | 27 |
|