Beese Fulmer 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 | $901K | Buy |
8,925
+280
| +3% | +$28.3K | 0.07% | 143 |
|
|
2025
Q1 | $951K | Sell |
8,645
-7
| -0.1% | -$770 | 0.08% | 123 |
|
|
2024
Q4 | $1.09M | Buy |
8,652
+543
| +7% | +$68.5K | 0.09% | 117 |
|
|
2024
Q3 | $1.11M | Sell |
8,109
-280
| -3% | -$38.2K | 0.1% | 116 |
|
|
2024
Q2 | $1.15M | Sell |
8,389
-90
| -1% | -$12.3K | 0.1% | 114 |
|
|
2024
Q1 | $1.26M | Sell |
8,479
-6
| -0.1% | -$892 | 0.12% | 112 |
|
|
2023
Q4 | $1.33M | Sell |
8,485
-56,577
| -87% | -$8.9M | 0.14% | 103 |
|
|
2023
Q3 | $10.1M | Sell |
65,062
-1,894
| -3% | -$295K | 1.14% | 31 |
|
|
2023
Q2 | $12M | Sell |
66,956
-199
| -0.3% | -$35.7K | 1.3% | 25 |
|
|
2023
Q1 | $13M | Buy |
67,155
+909
| +1% | +$176K | 1.49% | 17 |
|
|
2022
Q4 | $11.5M | Buy |
66,246
+529
| +0.8% | +$92K | 1.39% | 23 |
|
|
2022
Q3 | $10.6M | Buy |
65,717
+1,026
| +2% | +$166K | 1.43% | 21 |
|
|
2022
Q2 | $11.8M | Sell |
64,691
-816
| -1% | -$149K | 1.51% | 18 |
|
|
2022
Q1 | $14M | Buy |
65,507
+163
| +0.2% | +$35K | 1.52% | 17 |
|
|
2021
Q4 | $14M | Buy |
65,344
+369
| +0.6% | +$79.1K | 1.46% | 19 |
|
|
2021
Q3 | $11.8M | Buy |
64,975
+155
| +0.2% | +$28.2K | 1.33% | 22 |
|
|
2021
Q2 | $13.5M | Sell |
64,820
-96
| -0.1% | -$20K | 1.53% | 15 |
|
|
2021
Q1 | $11M | Buy |
64,916
+1,438
| +2% | +$244K | 1.33% | 21 |
|
|
2020
Q4 | $10.7M | Sell |
63,478
-930
| -1% | -$157K | 1.37% | 18 |
|
|
2020
Q3 | $10.7M | Buy |
64,408
+738
| +1% | +$123K | 1.52% | 17 |
|
|
2020
Q2 | $7.08M | Sell |
63,670
-905
| -1% | -$101K | 1.04% | 30 |
|
|
2020
Q1 | $6.03M | Buy |
64,575
+3,481
| +6% | +$325K | 1.07% | 29 |
|
|
2019
Q4 | $7.15M | Buy |
61,094
+3,325
| +6% | +$389K | 1% | 34 |
|
|
2019
Q3 | $6.92M | Buy |
57,769
+16,816
| +41% | +$2.01M | 1.04% | 33 |
|
|
2019
Q2 | $4.23M | Buy |
40,953
+98
| +0.2% | +$10.1K | 0.8% | 52 |
|
|
2019
Q1 | $4.57M | Sell |
40,855
-77
| -0.2% | -$8.6K | 0.9% | 48 |
|
|
2018
Q4 | $3.99M | Buy |
40,932
+364
| +0.9% | +$35.5K | 0.9% | 47 |
|
|
2018
Q3 | $4.74M | Buy |
40,568
+636
| +2% | +$74.2K | 0.93% | 44 |
|
|
2018
Q2 | $4.24M | Buy |
39,932
+285
| +0.7% | +$30.3K | 0.89% | 46 |
|
|
2018
Q1 | $4.15M | Buy |
39,647
+1,476
| +4% | +$154K | 0.91% | 47 |
|
|
2017
Q4 | $4.55M | Sell |
38,171
-13
| -0% | -$1.55K | 0.97% | 44 |
|
|
2017
Q3 | $4.59M | Sell |
38,184
-102
| -0.3% | -$12.2K | 1.05% | 37 |
|
|
2017
Q2 | $4.23M | Sell |
38,286
-295
| -0.8% | -$32.6K | 1.01% | 41 |
|
|
2017
Q1 | $4.14M | Buy |
38,581
+937
| +2% | +$101K | 1.01% | 39 |
|
|
2016
Q4 | $4.32M | Buy |
37,644
+347
| +0.9% | +$39.8K | 1.11% | 34 |
|
|
2016
Q3 | $4.08M | Buy |
37,297
+918
| +3% | +$100K | 1.1% | 35 |
|
|
2016
Q2 | $3.92M | Buy |
36,379
+82
| +0.2% | +$8.83K | 1.11% | 37 |
|
|
2016
Q1 | $3.79M | Buy |
36,297
+2,859
| +9% | +$298K | 1.1% | 35 |
|
|
2015
Q4 | $3.22M | Buy |
33,438
+2,167
| +7% | +$209K | 0.99% | 40 |
|
|
2015
Q3 | $3.09M | Buy |
31,271
+1,972
| +7% | +$195K | 1.01% | 42 |
|
|
2015
Q2 | $2.84M | Buy |
+29,299
| New | +$2.84M | 0.91% | 46 |
|
|
2015
Q1 | – | Sell |
-27,587
| Closed | -$3.07M | – | 145 |
|
|
2014
Q4 | $3.07M | Buy |
27,587
+230
| +0.8% | +$25.6K | 0.96% | 41 |
|
|
2014
Q3 | $2.69M | Buy |
27,357
+1,864
| +7% | +$183K | 0.87% | 46 |
|
|
2014
Q2 | $2.62M | Buy |
25,493
+478
| +2% | +$49.1K | 0.85% | 46 |
|
|
2014
Q1 | $2.44M | Buy |
25,015
+340
| +1% | +$33.1K | 0.85% | 47 |
|
|
2013
Q4 | $2.59M | Buy |
24,675
+300
| +1% | +$31.5K | 0.92% | 41 |
|
|
2013
Q3 | $2.23M | Buy |
24,375
+809
| +3% | +$73.9K | 0.88% | 46 |
|
|
2013
Q2 | $2.04M | Buy |
+23,566
| New | +$2.04M | 0.87% | 43 |
|