Creative Planning’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Buy |
254,190
+21,465
| +9% | +$2.17M | 0.02% | 288 |
|
|
2025
Q1 | $25.6M | Sell |
232,725
-14,633
| -6% | -$1.61M | 0.02% | 268 |
|
|
2024
Q4 | $31.2M | Buy |
247,358
+1,819
| +0.7% | +$229K | 0.03% | 217 |
|
|
2024
Q3 | $33.4M | Buy |
245,539
+8,320
| +4% | +$1.13M | 0.03% | 197 |
|
|
2024
Q2 | $32.5M | Sell |
237,219
-3,515
| -1% | -$481K | 0.03% | 194 |
|
|
2024
Q1 | $35.8M | Sell |
240,734
-91,226
| -27% | -$13.6M | 0.04% | 171 |
|
|
2023
Q4 | $52.2M | Buy |
331,960
+94,243
| +40% | +$14.8M | 0.1% | 121 |
|
|
2023
Q3 | $37.1M | Buy |
237,717
+15,180
| +7% | +$2.37M | 0.05% | 160 |
|
|
2023
Q2 | $39.9M | Buy |
222,537
+961
| +0.4% | +$172K | 0.05% | 135 |
|
|
2023
Q1 | $43M | Buy |
221,576
+2,620
| +1% | +$508K | 0.06% | 125 |
|
|
2022
Q4 | $38.1M | Buy |
218,956
+948
| +0.4% | +$165K | 0.06% | 130 |
|
|
2022
Q3 | $35.2M | Buy |
218,008
+1,356
| +0.6% | +$219K | 0.06% | 123 |
|
|
2022
Q2 | $39.5M | Sell |
216,652
-26,837
| -11% | -$4.9M | 0.07% | 123 |
|
|
2022
Q1 | $52.2M | Buy |
243,489
+40,607
| +20% | +$8.71M | 0.08% | 106 |
|
|
2021
Q4 | $43.5M | Sell |
202,882
-3,391
| -2% | -$727K | 0.07% | 107 |
|
|
2021
Q3 | $37.6M | Buy |
206,273
+45,193
| +28% | +$8.23M | 0.07% | 110 |
|
|
2021
Q2 | $33.5M | Sell |
161,080
-72,773
| -31% | -$15.1M | 0.06% | 114 |
|
|
2021
Q1 | $39.8M | Buy |
233,853
+47,531
| +26% | +$8.08M | 0.08% | 96 |
|
|
2020
Q4 | $31.4M | Buy |
186,322
+7,413
| +4% | +$1.25M | 0.07% | 115 |
|
|
2020
Q3 | $29.8M | Buy |
178,909
+15,150
| +9% | +$2.52M | 0.08% | 101 |
|
|
2020
Q2 | $18.2M | Buy |
163,759
+99
| +0.1% | +$11K | 0.05% | 128 |
|
|
2020
Q1 | $15.3M | Buy |
163,660
+1,656
| +1% | +$155K | 0.05% | 127 |
|
|
2019
Q4 | $19M | Sell |
162,004
-21,106
| -12% | -$2.47M | 0.06% | 125 |
|
|
2019
Q3 | $21.9M | Buy |
183,110
+8,098
| +5% | +$970K | 0.07% | 108 |
|
|
2019
Q2 | $18.1M | Buy |
175,012
+25,668
| +17% | +$2.65M | 0.06% | 122 |
|
|
2019
Q1 | $16.7M | Sell |
149,344
-7,788
| -5% | -$870K | 0.06% | 119 |
|
|
2018
Q4 | $15.3M | Buy |
157,132
+6,915
| +5% | +$674K | 0.06% | 118 |
|
|
2018
Q3 | $17.5M | Buy |
150,217
+866
| +0.6% | +$101K | 0.07% | 111 |
|
|
2018
Q2 | $15.9M | Sell |
149,351
-45,252
| -23% | -$4.81M | 0.06% | 113 |
|
|
2018
Q1 | $20.4M | Sell |
194,603
-8,271
| -4% | -$866K | 0.08% | 89 |
|
|
2017
Q4 | $24.2M | Buy |
202,874
+9,287
| +5% | +$1.11M | 0.1% | 81 |
|
|
2017
Q3 | $23.2M | Buy |
193,587
+5,715
| +3% | +$686K | 0.11% | 84 |
|
|
2017
Q2 | $20.8M | Sell |
187,872
-5,930
| -3% | -$656K | 0.11% | 85 |
|
|
2017
Q1 | $20.8M | Buy |
193,802
+22,182
| +13% | +$2.38M | 0.11% | 81 |
|
|
2016
Q4 | $19.7M | Buy |
171,620
+1,426
| +0.8% | +$163K | 0.12% | 86 |
|
|
2016
Q3 | $18.6M | Buy |
170,194
+16,006
| +10% | +$1.75M | 0.12% | 86 |
|
|
2016
Q2 | $16.6M | Buy |
154,188
+4,298
| +3% | +$463K | 0.12% | 80 |
|
|
2016
Q1 | $15.8M | Buy |
149,890
+9,076
| +6% | +$957K | 0.12% | 80 |
|
|
2015
Q4 | $13.6M | Buy |
140,814
+41,614
| +42% | +$4M | 0.11% | 88 |
|
|
2015
Q3 | $9.79M | Buy |
99,200
+18,846
| +23% | +$1.86M | 0.09% | 98 |
|
|
2015
Q2 | $7.79M | Sell |
80,354
-1,250
| -2% | -$121K | 0.07% | 115 |
|
|
2015
Q1 | $7.91M | Buy |
81,604
+35,690
| +78% | +$3.46M | 0.07% | 113 |
|
|
2014
Q4 | $5.1M | Buy |
45,914
+3,088
| +7% | +$343K | 0.05% | 142 |
|
|
2014
Q3 | $4.21M | Buy |
42,826
+1,272
| +3% | +$125K | 0.05% | 146 |
|
|
2014
Q2 | $4.27M | Sell |
41,554
-10,465
| -20% | -$1.07M | 0.06% | 135 |
|
|
2014
Q1 | $5.07M | Sell |
52,019
-2,384
| -4% | -$232K | 0.08% | 105 |
|
|
2013
Q4 | $5.72M | Buy |
54,403
+15,732
| +41% | +$1.65M | 0.1% | 92 |
|
|
2013
Q3 | $3.53M | Buy |
38,671
+14,187
| +58% | +$1.3M | 0.07% | 99 |
|
|
2013
Q2 | $2.12M | Buy |
+24,484
| New | +$2.12M | 0.05% | 127 |
|