Auxier Asset 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 | $1.6M | Buy |
15,895
+220
| +1% | +$22.2K | 0.24% | 83 |
|
2025
Q1 | $1.72M | Buy |
15,675
+307
| +2% | +$33.8K | 0.26% | 81 |
|
2024
Q4 | $1.94M | Sell |
15,368
-491
| -3% | -$61.9K | 0.3% | 81 |
|
2024
Q3 | $2.16M | Buy |
15,859
+377
| +2% | +$51.4K | 0.32% | 74 |
|
2024
Q2 | $2.12M | Sell |
15,482
-38
| -0.2% | -$5.2K | 0.34% | 73 |
|
2024
Q1 | $2.31M | Sell |
15,520
-18
| -0.1% | -$2.68K | 0.35% | 70 |
|
2023
Q4 | $2.44M | Sell |
15,538
-366
| -2% | -$57.5K | 0.4% | 66 |
|
2023
Q3 | $2.48M | Sell |
15,904
-14
| -0.1% | -$2.18K | 0.42% | 67 |
|
2023
Q2 | $2.85M | Buy |
15,918
+1
| +0% | +$179 | 0.47% | 63 |
|
2023
Q1 | $3.09M | Sell |
15,917
-194
| -1% | -$37.6K | 0.53% | 56 |
|
2022
Q4 | $2.8M | Buy |
16,111
+1
| +0% | +$174 | 0.48% | 61 |
|
2022
Q3 | $2.6M | Buy |
16,110
+2
| +0% | +$323 | 0.5% | 57 |
|
2022
Q2 | $2.94M | Buy |
16,108
+1
| +0% | +$183 | 0.53% | 58 |
|
2022
Q1 | $3.45M | Sell |
16,107
-399
| -2% | -$85.6K | 0.55% | 55 |
|
2021
Q4 | $3.54M | Hold |
16,506
| – | – | 0.55% | 56 |
|
2021
Q3 | $3.01M | Sell |
16,506
-74
| -0.4% | -$13.5K | 0.51% | 59 |
|
2021
Q2 | $3.45M | Buy |
16,580
+1
| +0% | +$208 | 0.57% | 55 |
|
2021
Q1 | $2.82M | Buy |
16,579
+10
| +0.1% | +$1.7K | 0.48% | 61 |
|
2020
Q4 | $2.79M | Buy |
16,569
+98
| +0.6% | +$16.5K | 0.52% | 61 |
|
2020
Q3 | $2.75M | Sell |
16,471
-174
| -1% | -$29K | 0.57% | 55 |
|
2020
Q2 | $1.85M | Sell |
16,645
-104
| -0.6% | -$11.6K | 0.41% | 69 |
|
2020
Q1 | $1.57M | Buy |
16,749
+39
| +0.2% | +$3.64K | 0.39% | 72 |
|
2019
Q4 | $1.96M | Sell |
16,710
-127
| -0.8% | -$14.9K | 0.36% | 77 |
|
2019
Q3 | $2.02M | Sell |
16,837
-9,294
| -36% | -$1.11M | 0.41% | 74 |
|
2019
Q2 | $2.7M | Buy |
26,131
+53
| +0.2% | +$5.47K | 0.54% | 57 |
|
2019
Q1 | $2.91M | Sell |
26,078
-143
| -0.5% | -$16K | 0.6% | 54 |
|
2018
Q4 | $2.56M | Buy |
26,221
+47
| +0.2% | +$4.58K | 0.57% | 53 |
|
2018
Q3 | $3.06M | Buy |
26,174
+56
| +0.2% | +$6.54K | 0.58% | 55 |
|
2018
Q2 | $2.77M | Sell |
26,118
-78
| -0.3% | -$8.28K | 0.56% | 58 |
|
2018
Q1 | $2.74M | Buy |
26,196
+13,002
| +99% | +$1.36M | 0.55% | 60 |
|
2017
Q4 | $1.57M | Sell |
13,194
-99
| -0.7% | -$11.8K | 0.3% | 80 |
|
2017
Q3 | $1.6M | Sell |
13,293
-48
| -0.4% | -$5.76K | 0.32% | 77 |
|
2017
Q2 | $1.48M | Buy |
13,341
+2
| +0% | +$221 | 0.3% | 82 |
|
2017
Q1 | $1.43M | Buy |
13,339
+1
| +0% | +$107 | 0.3% | 81 |
|
2016
Q4 | $1.53M | Buy |
13,338
+2
| +0% | +$229 | 0.33% | 79 |
|
2016
Q3 | $1.46M | Buy |
13,336
+1
| +0% | +$109 | 0.33% | 77 |
|
2016
Q2 | $1.44M | Buy |
13,335
+2
| +0% | +$215 | 0.33% | 75 |
|
2016
Q1 | $1.41M | Buy |
13,333
+2
| +0% | +$211 | 0.33% | 73 |
|
2015
Q4 | $1.28M | Buy |
13,331
+1
| +0% | +$96 | 0.29% | 80 |
|
2015
Q3 | $1.32M | Buy |
13,330
+2
| +0% | +$197 | 0.31% | 83 |
|
2015
Q2 | $1.29M | Buy |
13,328
+1
| +0% | +$97 | 0.27% | 86 |
|
2015
Q1 | $1.29M | Buy |
13,327
+2
| +0% | +$194 | 0.26% | 90 |
|
2014
Q4 | $1.48M | Buy |
13,325
+1
| +0% | +$111 | 0.3% | 81 |
|
2014
Q3 | $1.31M | Buy |
13,324
+1
| +0% | +$98 | 0.27% | 87 |
|
2014
Q2 | $1.37M | Sell |
13,323
-3,998
| -23% | -$411K | 0.28% | 86 |
|
2014
Q1 | $1.69M | Sell |
17,321
-1,999
| -10% | -$195K | 0.36% | 77 |
|
2013
Q4 | $2.03M | Buy |
19,320
+2
| +0% | +$210 | 0.43% | 70 |
|
2013
Q3 | $1.77M | Sell |
19,318
-97
| -0.5% | -$8.86K | 0.41% | 72 |
|
2013
Q2 | $1.68M | Buy |
+19,415
| New | +$1.68M | 0.41% | 70 |
|