Badgley Phelps Wealth Managers’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 | $13.3M | Sell |
131,519
-32
| -0% | -$3.23K | 0.29% | 91 |
|
|
2025
Q1 | $14.5M | Sell |
131,551
-3,049
| -2% | -$335K | 0.35% | 79 |
|
|
2024
Q4 | $17M | Sell |
134,600
-201
| -0.1% | -$25.3K | 0.4% | 69 |
|
|
2024
Q3 | $18.4M | Sell |
134,801
-772
| -0.6% | -$105K | 0.43% | 71 |
|
|
2024
Q2 | $18.6M | Sell |
135,573
-1,092
| -0.8% | -$149K | 0.46% | 67 |
|
|
2024
Q1 | $20.3M | Sell |
136,665
-35,856
| -21% | -$5.33M | 0.51% | 63 |
|
|
2023
Q4 | $27.1M | Sell |
172,521
-13,121
| -7% | -$2.06M | 0.74% | 43 |
|
|
2023
Q3 | $28.9M | Sell |
185,642
-3,642
| -2% | -$568K | 0.99% | 30 |
|
|
2023
Q2 | $33.9M | Buy |
189,284
+484
| +0.3% | +$86.8K | 1.12% | 22 |
|
|
2023
Q1 | $36.6M | Buy |
188,800
+1,777
| +1% | +$345K | 1.35% | 19 |
|
|
2022
Q4 | $32.5M | Sell |
187,023
-6,706
| -3% | -$1.17M | 1.3% | 20 |
|
|
2022
Q3 | $31.3M | Buy |
193,729
+390
| +0.2% | +$63K | 1.34% | 17 |
|
|
2022
Q2 | $35.3M | Sell |
193,339
-64
| -0% | -$11.7K | 1.45% | 15 |
|
|
2022
Q1 | $41.5M | Buy |
193,403
+20,149
| +12% | +$4.32M | 1.44% | 14 |
|
|
2021
Q4 | $37.1M | Sell |
173,254
-1,265
| -0.7% | -$271K | 1.21% | 23 |
|
|
2021
Q3 | $31.8M | Buy |
+174,519
| New | +$31.8M | 1.15% | 23 |
|