CANC
Culbertson A N & Co’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
14,993
-14,883
| -50% | -$1.5M | 0.23% | 79 |
|
|
2025
Q1 | $3.29M | Buy |
29,876
+1,460
| +5% | +$161K | 0.52% | 50 |
|
|
2024
Q4 | $3.58M | Buy |
28,416
+435
| +2% | +$54.9K | 0.57% | 49 |
|
|
2024
Q3 | $3.81M | Sell |
27,981
-815
| -3% | -$111K | 0.61% | 46 |
|
|
2024
Q2 | $3.94M | Buy |
28,796
+160
| +0.6% | +$21.9K | 0.69% | 42 |
|
|
2024
Q1 | $4.26M | Buy |
28,636
+390
| +1% | +$58K | 0.73% | 40 |
|
|
2023
Q4 | $4.44M | Sell |
28,246
-40
| -0.1% | -$6.29K | 0.83% | 38 |
|
|
2023
Q3 | $4.41M | Buy |
28,286
+43
| +0.2% | +$6.7K | 0.88% | 35 |
|
|
2023
Q2 | $5.06M | Buy |
28,243
+802
| +3% | +$144K | 0.98% | 35 |
|
|
2023
Q1 | $5.32M | Buy |
27,441
+412
| +2% | +$79.9K | 1.09% | 33 |
|
|
2022
Q4 | $4.7M | Buy |
27,029
+513
| +2% | +$89.2K | 0.99% | 34 |
|
|
2022
Q3 | $4.28M | Sell |
26,516
-1,002
| -4% | -$162K | 0.99% | 34 |
|
|
2022
Q2 | $5.02M | Buy |
27,518
+230
| +0.8% | +$42K | 1.09% | 32 |
|
|
2022
Q1 | $5.85M | Buy |
27,288
+625
| +2% | +$134K | 1.1% | 31 |
|
|
2021
Q4 | $5.71M | Sell |
26,663
-450
| -2% | -$96.4K | 1.08% | 36 |
|
|
2021
Q3 | $4.94M | Buy |
27,113
+1,440
| +6% | +$262K | 1.01% | 36 |
|
|
2021
Q2 | $5.34M | Buy |
25,673
+15
| +0.1% | +$3.12K | 1.11% | 31 |
|
|
2021
Q1 | $4.36M | Sell |
25,658
-57
| -0.2% | -$9.69K | 0.96% | 36 |
|
|
2020
Q4 | $4.33M | Buy |
25,715
+120
| +0.5% | +$20.2K | 1.03% | 36 |
|
|
2020
Q3 | $4.27M | Sell |
25,595
-210
| -0.8% | -$35K | 1.13% | 30 |
|
|
2020
Q2 | $2.87M | Buy |
25,805
+280
| +1% | +$31.1K | 0.79% | 43 |
|
|
2020
Q1 | $2.39M | Sell |
25,525
-1,448
| -5% | -$135K | 0.77% | 46 |
|
|
2019
Q4 | $3.16M | Buy |
26,973
+303
| +1% | +$35.5K | 0.81% | 45 |
|
|
2019
Q3 | $3.2M | Buy |
26,670
+182
| +0.7% | +$21.8K | 0.87% | 44 |
|
|
2019
Q2 | $2.74M | Sell |
26,488
-209
| -0.8% | -$21.6K | 0.76% | 45 |
|
|
2019
Q1 | $2.98M | Sell |
26,697
-99
| -0.4% | -$11.1K | 0.86% | 41 |
|
|
2018
Q4 | $2.61M | Sell |
26,796
-654
| -2% | -$63.8K | 0.83% | 42 |
|
|
2018
Q3 | $3.21M | Buy |
27,450
+1,965
| +8% | +$229K | 0.87% | 38 |
|
|
2018
Q2 | $2.71M | Buy |
25,485
+7,604
| +43% | +$808K | 0.81% | 43 |
|
|
2018
Q1 | $1.87M | Sell |
17,881
-83
| -0.5% | -$8.69K | 0.56% | 57 |
|
|
2017
Q4 | $2.14M | Buy |
17,964
+1,749
| +11% | +$208K | 0.6% | 52 |
|
|
2017
Q3 | $1.95M | Buy |
16,215
+605
| +4% | +$72.6K | 0.59% | 52 |
|
|
2017
Q2 | $1.73M | Buy |
15,610
+531
| +4% | +$58.7K | 0.55% | 56 |
|
|
2017
Q1 | $1.62M | Sell |
15,079
-145
| -1% | -$15.6K | 0.53% | 58 |
|
|
2016
Q4 | $1.75M | Sell |
15,224
-117
| -0.8% | -$13.4K | 0.59% | 51 |
|
|
2016
Q3 | $1.68M | Buy |
15,341
+390
| +3% | +$42.7K | 0.6% | 53 |
|
|
2016
Q2 | $1.61M | Hold |
14,951
| – | – | 0.6% | 53 |
|
|
2016
Q1 | $1.58M | Sell |
14,951
-18
| -0.1% | -$1.9K | 0.61% | 52 |
|
|
2015
Q4 | $1.44M | Sell |
14,969
-960
| -6% | -$92.4K | 0.57% | 54 |
|
|
2015
Q3 | $1.57M | Sell |
15,929
-118
| -0.7% | -$11.6K | 0.66% | 47 |
|
|
2015
Q2 | $1.56M | Sell |
16,047
-1,117
| -7% | -$108K | 0.61% | 53 |
|
|
2015
Q1 | $1.66M | Sell |
17,164
-2,794
| -14% | -$271K | 0.66% | 48 |
|
|
2014
Q4 | $2.22M | Sell |
19,958
-780
| -4% | -$86.7K | 0.92% | 43 |
|
|
2014
Q3 | $2.04M | Sell |
20,738
-825
| -4% | -$81.1K | 0.88% | 43 |
|
|
2014
Q2 | $2.21M | Sell |
21,563
-600
| -3% | -$61.6K | 0.96% | 44 |
|
|
2014
Q1 | $2.16M | Sell |
22,163
-412
| -2% | -$40.1K | 1.01% | 43 |
|
|
2013
Q4 | $2.37M | Sell |
22,575
-50
| -0.2% | -$5.25K | 1.15% | 35 |
|
|
2013
Q3 | $2.07M | Sell |
22,625
-125
| -0.5% | -$11.4K | 1.11% | 36 |
|
|
2013
Q2 | $1.97M | Buy |
+22,750
| New | +$1.97M | 1.11% | 37 |
|