Azimuth Capital 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 | $606K | Sell |
6,000
-1,075
| -15% | -$109K | 0.02% | 231 |
|
|
2025
Q1 | $778K | Sell |
7,075
-18,118
| -72% | -$1.99M | 0.03% | 217 |
|
|
2024
Q4 | $3.18M | Sell |
25,193
-763
| -3% | -$96.2K | 0.12% | 168 |
|
|
2024
Q3 | $3.54M | Buy |
25,956
+1,231
| +5% | +$168K | 0.14% | 166 |
|
|
2024
Q2 | $3.38M | Buy |
24,725
+590
| +2% | +$80.7K | 0.14% | 162 |
|
|
2024
Q1 | $3.59M | Buy |
24,135
+764
| +3% | +$114K | 0.15% | 163 |
|
|
2023
Q4 | $3.67M | Sell |
23,371
-6,585
| -22% | -$1.04M | 0.17% | 159 |
|
|
2023
Q3 | $4.67M | Buy |
29,956
+6,992
| +30% | +$1.09M | 0.23% | 138 |
|
|
2023
Q2 | $4.12M | Sell |
22,964
-59
| -0.3% | -$10.6K | 0.2% | 152 |
|
|
2023
Q1 | $4.47M | Sell |
23,023
-135
| -0.6% | -$26.2K | 0.22% | 148 |
|
|
2022
Q4 | $4.03M | Sell |
23,158
-125
| -0.5% | -$21.7K | 0.2% | 150 |
|
|
2022
Q3 | $3.76M | Sell |
23,283
-607
| -3% | -$98.1K | 0.21% | 153 |
|
|
2022
Q2 | $4.36M | Buy |
+23,890
| New | +$4.36M | 0.22% | 146 |
|