Birch Hill Investment Advisors’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 | $1.51M | Sell |
14,981
-5,580
| -27% | -$563K | 0.07% | 95 |
|
|
2025
Q1 | $2.26M | Sell |
20,561
-17,741
| -46% | -$1.95M | 0.11% | 84 |
|
|
2024
Q4 | $4.83M | Sell |
38,302
-4,563
| -11% | -$575K | 0.22% | 61 |
|
|
2024
Q3 | $5.84M | Sell |
42,865
-8,397
| -16% | -$1.14M | 0.27% | 51 |
|
|
2024
Q2 | $7.02M | Sell |
51,262
-5,890
| -10% | -$806K | 0.34% | 43 |
|
|
2024
Q1 | $8.49M | Sell |
57,152
-16,105
| -22% | -$2.39M | 0.41% | 42 |
|
|
2023
Q4 | $11.5M | Sell |
73,257
-24,348
| -25% | -$3.83M | 0.61% | 37 |
|
|
2023
Q3 | $15.2M | Sell |
97,605
-9,501
| -9% | -$1.48M | 0.91% | 32 |
|
|
2023
Q2 | $19.2M | Sell |
107,106
-10,493
| -9% | -$1.88M | 1.1% | 30 |
|
|
2023
Q1 | $22.8M | Sell |
117,599
-80,161
| -41% | -$15.6M | 1.42% | 27 |
|
|
2022
Q4 | $34.4M | Sell |
197,760
-7,644
| -4% | -$1.33M | 2.19% | 19 |
|
|
2022
Q3 | $33.2M | Sell |
205,404
-8,319
| -4% | -$1.34M | 2.24% | 19 |
|
|
2022
Q2 | $39M | Sell |
213,723
-3,085
| -1% | -$563K | 2.44% | 15 |
|
|
2022
Q1 | $46.5M | Sell |
216,808
-10,989
| -5% | -$2.36M | 2.48% | 15 |
|
|
2021
Q4 | $48.8M | Sell |
227,797
-6,491
| -3% | -$1.39M | 2.42% | 16 |
|
|
2021
Q3 | $42.7M | Sell |
234,288
-1,506
| -0.6% | -$274K | 2.29% | 16 |
|
|
2021
Q2 | $49M | Sell |
235,794
-3,249
| -1% | -$676K | 2.63% | 14 |
|
|
2021
Q1 | $40.6M | Sell |
239,043
-4,852
| -2% | -$825K | 2.31% | 15 |
|
|
2020
Q4 | $41.1M | Sell |
243,895
-3,756
| -2% | -$633K | 2.45% | 15 |
|
|
2020
Q3 | $41.3M | Buy |
247,651
+242
| +0.1% | +$40.3K | 2.74% | 14 |
|
|
2020
Q2 | $27.5M | Buy |
247,409
+13,003
| +6% | +$1.45M | 2.02% | 21 |
|
|
2020
Q1 | $21.9M | Sell |
234,406
-1,200
| -0.5% | -$112K | 1.92% | 19 |
|
|
2019
Q4 | $27.6M | Buy |
235,606
+42,305
| +22% | +$4.95M | 1.82% | 21 |
|
|
2019
Q3 | $23.2M | Sell |
193,301
-1,620
| -0.8% | -$194K | 1.67% | 22 |
|
|
2019
Q2 | $20.1M | Sell |
194,921
-7,327
| -4% | -$757K | 1.49% | 24 |
|
|
2019
Q1 | $22.6M | Sell |
202,248
-3,621
| -2% | -$405K | 1.72% | 23 |
|
|
2018
Q4 | $20.1M | Sell |
205,869
-4,575
| -2% | -$446K | 1.75% | 22 |
|
|
2018
Q3 | $24.6M | Sell |
210,444
-3,156
| -1% | -$368K | 1.8% | 23 |
|
|
2018
Q2 | $22.7M | Buy |
213,600
+1,420
| +0.7% | +$151K | 1.8% | 22 |
|
|
2018
Q1 | $22.2M | Buy |
212,180
+1,706
| +0.8% | +$179K | 1.84% | 22 |
|
|
2017
Q4 | $25.1M | Sell |
210,474
-740
| -0.4% | -$88.2K | 2.07% | 20 |
|
|
2017
Q3 | $25.4M | Sell |
211,214
-394
| -0.2% | -$47.3K | 2.21% | 20 |
|
|
2017
Q2 | $23.4M | Buy |
211,608
+40
| +0% | +$4.42K | 2.07% | 21 |
|
|
2017
Q1 | $22.7M | Sell |
211,568
-8,995
| -4% | -$965K | 1.94% | 21 |
|
|
2016
Q4 | $25.3M | Sell |
220,563
-1,798
| -0.8% | -$206K | 2.3% | 18 |
|
|
2016
Q3 | $24.3M | Sell |
222,361
-2,140
| -1% | -$234K | 2.26% | 19 |
|
|
2016
Q2 | $24.2M | Buy |
224,501
+3,135
| +1% | +$338K | 2.38% | 18 |
|
|
2016
Q1 | $23.3M | Sell |
221,366
-1,955
| -0.9% | -$206K | 2.46% | 15 |
|
|
2015
Q4 | $21.5M | Buy |
223,321
+625
| +0.3% | +$60.1K | 2.25% | 18 |
|
|
2015
Q3 | $22M | Buy |
222,696
+4,745
| +2% | +$468K | 2.4% | 19 |
|
|
2015
Q2 | $21.1M | Buy |
217,951
+6,540
| +3% | +$634K | 2.17% | 18 |
|
|
2015
Q1 | $20.5M | Buy |
211,411
+2,299
| +1% | +$223K | 2.09% | 18 |
|
|
2014
Q4 | $23.2M | Buy |
209,112
+1,090
| +0.5% | +$121K | 2.35% | 15 |
|
|
2014
Q3 | $20.4M | Buy |
208,022
+3,295
| +2% | +$324K | 2.13% | 17 |
|
|
2014
Q2 | $21M | Buy |
204,727
+4,788
| +2% | +$492K | 2.2% | 18 |
|
|
2014
Q1 | $19.5M | Buy |
199,939
+5,785
| +3% | +$563K | 2.1% | 19 |
|
|
2013
Q4 | $20.4M | Sell |
194,154
-3,805
| -2% | -$400K | 2.18% | 16 |
|
|
2013
Q3 | $18.1M | Sell |
197,959
-1,664
| -0.8% | -$152K | 2.14% | 17 |
|
|
2013
Q2 | $17.3M | Buy |
+199,623
| New | +$17.3M | 2.16% | 18 |
|