Capital Management’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 | $7.4M | Buy |
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|
2025
Q1 | $6.63M | Buy |
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|
2024
Q4 | $6.17M | Buy |
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|
2024
Q3 | $5.64M | Buy |
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|
2024
Q2 | $4.75M | Sell |
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|
2024
Q1 | $7.08M | Buy |
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|
2023
Q4 | $6.86M | Sell |
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|
2023
Q3 | $8.99M | Buy |
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|
2023
Q2 | $8.12M | Sell |
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|
2023
Q1 | $10.4M | Sell |
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|
2022
Q4 | $11M | Buy |
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|
2022
Q3 | $8.93M | Sell |
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|
2022
Q2 | $11M | Buy |
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|
2022
Q1 | $9.47M | Buy |
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|
2021
Q4 | $9.08M | Buy |
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|
2021
Q3 | $7.21M | Buy |
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|
2021
Q2 | $6.87M | Sell |
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|
2021
Q1 | $7.08M | Buy |
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|
2020
Q4 | $2.55M | Sell |
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|
2020
Q3 | $2.59M | Sell |
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|
2020
Q2 | $5.2M | Sell |
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|
2020
Q1 | $9.57M | Buy |
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|
2019
Q4 | $4.01M | Sell |
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|
2019
Q3 | $4.17M | Sell |
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|
2019
Q2 | $4.1M | Buy |
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|
2019
Q1 | $3.68M | Buy |
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|
2018
Q4 | $2.6M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.15M | Buy |
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|
2014
Q3 | $254K | Buy |
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|
2014
Q2 | $249K | Hold |
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|
2014
Q1 | $236K | Sell |
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|
2013
Q4 | $332K | Hold |
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|
2013
Q3 | $289K | Buy |
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|
2013
Q2 | $243K | Buy |
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