Boston Research & 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 | $4.3M | Buy |
42,645
+2,953
| +7% | +$298K | 1.03% | 48 |
|
|
2025
Q1 | $4.37M | Sell |
39,692
-1,067
| -3% | -$117K | 1.08% | 43 |
|
|
2024
Q4 | $5.14M | Buy |
40,759
+1,183
| +3% | +$149K | 1.26% | 34 |
|
|
2024
Q3 | $5.4M | Buy |
39,576
+2,723
| +7% | +$371K | 1.27% | 36 |
|
|
2024
Q2 | $5.04M | Buy |
36,853
+692
| +2% | +$94.7K | 1.28% | 32 |
|
|
2024
Q1 | $5.37M | Buy |
36,161
+686
| +2% | +$102K | 1.33% | 32 |
|
|
2023
Q4 | $5.58M | Buy |
35,475
+1,782
| +5% | +$280K | 1.48% | 24 |
|
|
2023
Q3 | $5.25M | Buy |
33,693
+597
| +2% | +$93K | 1.55% | 24 |
|
|
2023
Q2 | $5.93M | Buy |
33,096
+130
| +0.4% | +$23.3K | 1.68% | 20 |
|
|
2023
Q1 | $6.4M | Buy |
32,966
+288
| +0.9% | +$55.9K | 1.91% | 15 |
|
|
2022
Q4 | $5.68M | Sell |
32,678
-315
| -1% | -$54.8K | 1.76% | 18 |
|
|
2022
Q3 | $5.33M | Buy |
32,993
+335
| +1% | +$54.1K | 1.82% | 18 |
|
|
2022
Q2 | $5.96M | Buy |
32,658
+230
| +0.7% | +$42K | 1.93% | 12 |
|
|
2022
Q1 | $6.95M | Sell |
32,428
-1,250
| -4% | -$268K | 2.02% | 12 |
|
|
2021
Q4 | $7.22M | Sell |
33,678
-80
| -0.2% | -$17.1K | 1.97% | 15 |
|
|
2021
Q3 | $6.15M | Sell |
33,758
-70
| -0.2% | -$12.7K | 1.83% | 17 |
|
|
2021
Q2 | $7.04M | Sell |
33,828
-548
| -2% | -$114K | 2.13% | 11 |
|
|
2021
Q1 | $5.84M | Buy |
34,376
+435
| +1% | +$73.9K | 1.88% | 18 |
|
|
2020
Q4 | $5.72M | Sell |
33,941
-332
| -1% | -$55.9K | 1.99% | 16 |
|
|
2020
Q3 | $5.71M | Sell |
34,273
-1,386
| -4% | -$231K | 2.23% | 11 |
|
|
2020
Q2 | $3.96M | Buy |
35,659
+653
| +2% | +$72.6K | 1.65% | 25 |
|
|
2020
Q1 | $3.27M | Sell |
35,006
-1,114
| -3% | -$104K | 1.64% | 28 |
|
|
2019
Q4 | $4.23M | Buy |
36,120
+674
| +2% | +$78.9K | 1.59% | 32 |
|
|
2019
Q3 | $4.25M | Buy |
35,446
+330
| +0.9% | +$39.5K | 1.68% | 25 |
|
|
2019
Q2 | $3.63M | Buy |
35,116
+3,220
| +10% | +$332K | 1.47% | 36 |
|
|
2019
Q1 | $3.56M | Buy |
31,896
+3,195
| +11% | +$357K | 1.49% | 33 |
|
|
2018
Q4 | $2.8M | Sell |
28,701
-440
| -2% | -$42.9K | 1.33% | 37 |
|
|
2018
Q3 | $3.4M | Buy |
29,141
+720
| +3% | +$84.1K | 1.55% | 30 |
|
|
2018
Q2 | $3.02M | Sell |
28,421
-420
| -1% | -$44.6K | 1.49% | 36 |
|
|
2018
Q1 | $3.02M | Buy |
28,841
+580
| +2% | +$60.7K | 1.54% | 31 |
|
|
2017
Q4 | $3.37M | Sell |
28,261
-780
| -3% | -$92.9K | 1.69% | 25 |
|
|
2017
Q3 | $3.49M | Buy |
29,041
+375
| +1% | +$45K | 1.78% | 22 |
|
|
2017
Q2 | $3.17M | Buy |
28,666
+50
| +0.2% | +$5.53K | 1.71% | 26 |
|
|
2017
Q1 | $3.07M | Buy |
28,616
+230
| +0.8% | +$24.7K | 1.67% | 28 |
|
|
2016
Q4 | $3.25M | Buy |
28,386
+85
| +0.3% | +$9.74K | 1.85% | 20 |
|
|
2016
Q3 | $3.09M | Buy |
28,301
+25
| +0.1% | +$2.73K | 1.79% | 21 |
|
|
2016
Q2 | $3.05M | Buy |
28,276
+285
| +1% | +$30.7K | 1.85% | 20 |
|
|
2016
Q1 | $2.95M | Buy |
27,991
+225
| +0.8% | +$23.7K | 1.84% | 19 |
|
|
2015
Q4 | $2.67M | Sell |
27,766
-75
| -0.3% | -$7.22K | 1.66% | 21 |
|
|
2015
Q3 | $2.75M | Buy |
27,841
+165
| +0.6% | +$16.3K | 1.81% | 19 |
|
|
2015
Q2 | $2.68M | Buy |
27,676
+905
| +3% | +$87.7K | 1.7% | 23 |
|
|
2015
Q1 | $2.6M | Buy |
26,771
+3,200
| +14% | +$310K | 1.65% | 27 |
|
|
2014
Q4 | $2.62M | Buy |
23,571
+100
| +0.4% | +$11.1K | 1.64% | 27 |
|
|
2014
Q3 | $2.31M | Buy |
23,471
+1,380
| +6% | +$136K | 1.55% | 29 |
|
|
2014
Q2 | $2.27M | Buy |
22,091
+460
| +2% | +$47.2K | 1.57% | 29 |
|
|
2014
Q1 | $2.11M | Buy |
21,631
+860
| +4% | +$83.7K | 1.55% | 30 |
|
|
2013
Q4 | $2.18M | Sell |
20,771
-193
| -0.9% | -$20.3K | 1.68% | 23 |
|
|
2013
Q3 | $1.92M | Buy |
20,964
+725
| +4% | +$66.2K | 1.62% | 29 |
|
|
2013
Q2 | $1.75M | Buy |
+20,239
| New | +$1.75M | 1.56% | 29 |
|