Butensky & Cohen Financial Security’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 | $3.27M | Sell |
32,403
-1,164
| -3% | -$117K | 0.97% | 58 |
|
|
2025
Q1 | $3.69M | Buy |
33,567
+3,175
| +10% | +$349K | 1.13% | 50 |
|
|
2024
Q4 | $3.83M | Buy |
30,392
+1,936
| +7% | +$244K | 1.21% | 45 |
|
|
2024
Q3 | $3.88M | Buy |
28,456
+1,859
| +7% | +$253K | 1.15% | 52 |
|
|
2024
Q2 | $3.64M | Buy |
26,597
+316
| +1% | +$43.2K | 1.16% | 51 |
|
|
2024
Q1 | $3.91M | Buy |
26,281
+336
| +1% | +$49.9K | 1.22% | 54 |
|
|
2023
Q4 | $4.08M | Buy |
25,945
+869
| +3% | +$137K | 1.36% | 41 |
|
|
2023
Q3 | $3.91M | Buy |
25,076
+1,430
| +6% | +$223K | 1.42% | 32 |
|
|
2023
Q2 | $4.24M | Sell |
23,646
-1,162
| -5% | -$208K | 1.52% | 25 |
|
|
2023
Q1 | $4.81M | Buy |
24,808
+84
| +0.3% | +$16.3K | 1.73% | 5 |
|
|
2022
Q4 | $4.3M | Buy |
24,724
+2,094
| +9% | +$364K | 1.59% | 26 |
|
|
2022
Q3 | $3.66M | Buy |
22,630
+1,996
| +10% | +$322K | 1.52% | 24 |
|
|
2022
Q2 | $3.77M | Buy |
20,634
+232
| +1% | +$42.4K | 1.54% | 17 |
|
|
2022
Q1 | $4.38M | Buy |
20,402
+130
| +0.6% | +$27.9K | 1.54% | 15 |
|
|
2021
Q4 | $4.35M | Buy |
20,272
+348
| +2% | +$74.6K | 1.55% | 13 |
|
|
2021
Q3 | $3.63M | Buy |
19,924
+322
| +2% | +$58.6K | 1.44% | 25 |
|
|
2021
Q2 | $4.08M | Sell |
19,602
-1,485
| -7% | -$309K | 1.62% | 5 |
|
|
2021
Q1 | $3.59M | Buy |
21,087
+1,478
| +8% | +$251K | 1.48% | 21 |
|
|
2020
Q4 | $3.3M | Sell |
19,609
-790
| -4% | -$133K | 1.5% | 22 |
|
|
2020
Q3 | $3.4M | Sell |
20,399
-5,967
| -23% | -$994K | 1.8% | 1 |
|
|
2020
Q2 | $2.93M | Buy |
26,366
+1,285
| +5% | +$143K | 1.67% | 8 |
|
|
2020
Q1 | $2.34M | Buy |
25,081
+1,715
| +7% | +$160K | 1.77% | 10 |
|
|
2019
Q4 | $2.74M | Sell |
23,366
-320
| -1% | -$37.5K | 1.57% | 23 |
|
|
2019
Q3 | $2.84M | Buy |
23,686
+1,103
| +5% | +$132K | 1.71% | 12 |
|
|
2019
Q2 | $2.33M | Buy |
22,583
+2,295
| +11% | +$237K | 1.55% | 27 |
|
|
2019
Q1 | $2.27M | Buy |
20,288
+2,635
| +15% | +$294K | 1.64% | 18 |
|
|
2018
Q4 | $1.72M | Buy |
17,653
+2,712
| +18% | +$265K | 1.53% | 30 |
|
|
2018
Q3 | $1.74M | Buy |
14,941
+1,085
| +8% | +$127K | 1.4% | 40 |
|
|
2018
Q2 | $1.47M | Buy |
13,856
+4,961
| +56% | +$527K | 1.24% | 46 |
|
|
2018
Q1 | $931K | Buy |
+8,895
| New | +$931K | 0.82% | 62 |
|
|
2017
Q3 | – | Sell |
-32
| Closed | -$4K | – | 113 |
|
|
2017
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 116 |
|
|
2017
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 123 |
|
|
2016
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 114 |
|
|
2016
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 119 |
|
|
2016
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 111 |
|
|
2016
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 108 |
|
|
2015
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 151 |
|
|
2015
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 154 |
|
|
2015
Q2 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 117 |
|