Clifford Swan Investment Counsel’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
Q3 | $81.6M | Buy |
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|
2025
Q2 | $96.3M | Buy |
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|
2025
Q1 | $99.3M | Buy |
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|
2024
Q4 | $111M | Buy |
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|
2024
Q3 | $118M | Buy |
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|
2024
Q2 | $118M | Sell |
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|
2024
Q1 | $129M | Sell |
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|
2023
Q4 | $137M | Sell |
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|
2023
Q3 | $136M | Buy |
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|
2023
Q2 | $124M | Sell |
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|
2023
Q1 | $136M | Sell |
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|
2022
Q4 | $124M | Sell |
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|
2022
Q3 | $115M | Buy |
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|
2022
Q2 | $129M | Sell |
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|
2022
Q1 | $160M | Sell |
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|
2021
Q4 | $161M | Sell |
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|
2021
Q3 | $159M | Sell |
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|
2021
Q2 | $144M | Buy |
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|
2021
Q1 | $95.4M | Sell |
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|
2020
Q4 | $94.7M | Sell |
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|
2020
Q3 | $96.4M | Sell |
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|
2020
Q2 | $65.2M | Sell |
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|
2020
Q1 | $55M | Buy |
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|
2019
Q4 | $62.1M | Buy |
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|
2019
Q3 | $63.4M | Sell |
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|
2019
Q2 | $54.9M | Buy |
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|
2019
Q1 | $58.2M | Buy |
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|
2018
Q4 | $50.1M | Buy |
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|
2018
Q3 | $58M | Buy |
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|
2018
Q2 | $51.2M | Buy |
|
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|
2018
Q1 | $50.3M | Buy |
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|
2017
Q4 | $52.9M | Sell |
|
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|
2017
Q3 | $53.9M | Sell |
|
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|
2017
Q2 | $51.2M | Buy |
|
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|
2017
Q1 | $48.4M | Buy |
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|
2016
Q4 | $51.5M | Sell |
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|
2016
Q3 | $50.6M | Sell |
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|
2016
Q2 | $51.1M | Buy |
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|
2016
Q1 | $49.2M | Sell |
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|
2015
Q4 | $44.9M | Sell |
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|
2015
Q3 | $47.9M | Sell |
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|
2015
Q2 | $47M | Buy |
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|
2015
Q1 | $46.1M | Sell |
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|
2014
Q4 | $52.9M | Sell |
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|
2014
Q3 | $48.4M | Sell |
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|
2014
Q2 | $51.1M | Sell |
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|
2014
Q1 | $48.5M | Buy |
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|
2013
Q4 | $50.7M | Sell |
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|
2013
Q3 | $44.4M | Sell |
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|
2013
Q2 | $43.7M | Buy |
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