Capital Analysts LLC’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 | $427K | Sell |
4,233
-278
| -6% | -$28K | 0.01% | 408 |
|
|
2025
Q1 | $496K | Sell |
4,511
-653
| -13% | -$71.8K | 0.02% | 367 |
|
|
2024
Q4 | $651K | Buy |
5,164
+51
| +1% | +$6.43K | 0.03% | 300 |
|
|
2024
Q3 | $697K | Buy |
5,113
+364
| +8% | +$49.6K | 0.03% | 283 |
|
|
2024
Q2 | $650K | Buy |
4,749
+908
| +24% | +$124K | 0.03% | 297 |
|
|
2024
Q1 | $571K | Buy |
3,841
+235
| +7% | +$34.9K | 0.03% | 302 |
|
|
2023
Q4 | $567K | Sell |
3,606
-215
| -6% | -$33.8K | 0.03% | 299 |
|
|
2023
Q3 | $596K | Buy |
3,821
+355
| +10% | +$55.4K | 0.03% | 277 |
|
|
2023
Q2 | $621K | Buy |
3,466
+43
| +1% | +$7.7K | 0.03% | 274 |
|
|
2023
Q1 | $664K | Buy |
3,423
+276
| +9% | +$53.5K | 0.04% | 265 |
|
|
2022
Q4 | $547K | Buy |
3,147
+371
| +13% | +$64.5K | 0.03% | 285 |
|
|
2022
Q3 | $448K | Buy |
2,776
+181
| +7% | +$29.2K | 0.03% | 280 |
|
|
2022
Q2 | $474K | Sell |
2,595
-564
| -18% | -$103K | 0.03% | 267 |
|
|
2022
Q1 | $677K | Sell |
3,159
-225
| -7% | -$48.2K | 0.04% | 244 |
|
|
2021
Q4 | $725K | Hold |
3,384
| – | – | 0.04% | 234 |
|
|
2021
Q3 | $616K | Sell |
3,384
-380
| -10% | -$69.2K | 0.04% | 241 |
|
|
2021
Q2 | $783K | Sell |
3,764
-835
| -18% | -$174K | 0.05% | 221 |
|
|
2021
Q1 | $782K | Buy |
4,599
+4,540
| +7,695% | +$772K | 0.05% | 219 |
|
|
2020
Q4 | $10K | Sell |
59
-114
| -66% | -$19.3K | ﹤0.01% | 572 |
|
|
2020
Q3 | $29K | Hold |
173
| – | – | ﹤0.01% | 469 |
|
|
2020
Q2 | $19K | Sell |
173
-185
| -52% | -$20.3K | ﹤0.01% | 481 |
|
|
2020
Q1 | $33K | Buy |
358
+16
| +5% | +$1.48K | ﹤0.01% | 389 |
|
|
2019
Q4 | $40K | Buy |
342
+1
| +0.3% | +$117 | ﹤0.01% | 419 |
|
|
2019
Q3 | $40K | Buy |
341
+2
| +0.6% | +$235 | ﹤0.01% | 412 |
|
|
2019
Q2 | $35K | Buy |
339
+180
| +113% | +$18.6K | ﹤0.01% | 409 |
|
|
2019
Q1 | $17K | Buy |
159
+59
| +59% | +$6.31K | ﹤0.01% | 453 |
|
|
2018
Q4 | $10K | Buy |
100
+58
| +138% | +$5.8K | ﹤0.01% | 470 |
|
|
2018
Q3 | $5K | Hold |
42
| – | – | ﹤0.01% | 484 |
|
|
2018
Q2 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 528 |
|
|
2016
Q2 | – | Sell |
-40
| Closed | -$4.25K | – | 388 |
|
|
2016
Q1 | $4.25K | Buy |
+40
| New | +$4.25K | ﹤0.01% | 359 |
|
|
2015
Q2 | – | Sell |
-102
| Closed | -$9.96K | – | 400 |
|
|
2015
Q1 | $9.96K | Sell |
102
-23,256
| -100% | -$2.27M | ﹤0.01% | 346 |
|
|
2014
Q4 | $2.6M | Buy |
23,358
+660
| +3% | +$73.4K | 0.57% | 38 |
|
|
2014
Q3 | $2.23M | Buy |
22,698
+2,257
| +11% | +$222K | 0.52% | 50 |
|
|
2014
Q2 | $2.1M | Buy |
20,441
+896
| +5% | +$92K | 0.51% | 49 |
|
|
2014
Q1 | $1.9M | Sell |
19,545
-613
| -3% | -$59.7K | 0.5% | 53 |
|
|
2013
Q4 | $2.12M | Buy |
20,158
+90
| +0.4% | +$9.46K | 0.58% | 40 |
|
|
2013
Q3 | $1.83M | Buy |
20,068
+150
| +0.8% | +$13.7K | 0.55% | 47 |
|
|
2013
Q2 | $1.72M | Buy |
+19,918
| New | +$1.72M | 0.54% | 45 |
|