Capital Analysts LLC’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Sell |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $651K | Buy |
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|
2024
Q3 | $697K | Buy |
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|
2024
Q2 | $650K | Buy |
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|
2024
Q1 | $571K | Buy |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $621K | Buy |
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|
2023
Q1 | $664K | Buy |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $677K | Sell |
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|
2021
Q4 | $725K | Hold |
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|
2021
Q3 | $616K | Sell |
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|
2021
Q2 | $783K | Sell |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $10K | Sell |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $19K | Sell |
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|
2020
Q1 | $33K | Buy |
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|
2019
Q4 | $40K | Buy |
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|
2019
Q3 | $40K | Buy |
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|
2019
Q2 | $35K | Buy |
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|
2019
Q1 | $17K | Buy |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $4K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $4.25K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $9.96K | Sell |
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|
2014
Q4 | $2.6M | Buy |
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|
2014
Q3 | $2.23M | Buy |
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|
2014
Q2 | $2.1M | Buy |
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|
2014
Q1 | $1.9M | Sell |
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|
2013
Q4 | $2.12M | Buy |
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|
2013
Q3 | $1.83M | Buy |
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|
2013
Q2 | $1.72M | Buy |
|