Diligent Investors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
5,635
-1,104
| -16% | -$111K | 0.13% | 178 |
|
|
2025
Q1 | $741K | Buy |
6,739
+17
| +0.3% | +$1.87K | 0.18% | 151 |
|
|
2024
Q4 | $848K | Buy |
6,722
+111
| +2% | +$14K | 0.19% | 145 |
|
|
2024
Q3 | $901K | Sell |
6,611
-153
| -2% | -$20.9K | 0.21% | 137 |
|
|
2024
Q2 | $926K | Buy |
6,764
+33
| +0.5% | +$4.52K | 0.23% | 125 |
|
|
2024
Q1 | $1M | Buy |
6,731
+323
| +5% | +$48K | 0.25% | 118 |
|
|
2023
Q4 | $1.01M | Sell |
6,408
-50
| -0.8% | -$7.86K | 0.28% | 97 |
|
|
2023
Q3 | $1.01M | Sell |
6,458
-3
| -0% | -$468 | 0.31% | 89 |
|
|
2023
Q2 | $1.16M | Hold |
6,461
| – | – | 0.34% | 75 |
|
|
2023
Q1 | $1.25M | Sell |
6,461
-49
| -0.8% | -$9.51K | 0.39% | 62 |
|
|
2022
Q4 | $1.13M | Sell |
6,510
-50
| -0.8% | -$8.69K | 0.37% | 69 |
|
|
2022
Q3 | $1.06M | Sell |
6,560
-300
| -4% | -$48.5K | 0.38% | 65 |
|
|
2022
Q2 | $1.25M | Buy |
6,860
+75
| +1% | +$13.7K | 0.43% | 54 |
|
|
2022
Q1 | $1.46M | Sell |
6,785
-231
| -3% | -$49.5K | 0.42% | 51 |
|
|
2021
Q4 | $1.5M | Sell |
7,016
-75
| -1% | -$16.1K | 0.42% | 49 |
|
|
2021
Q3 | $1.48M | Hold |
7,091
| – | – | 0.5% | 43 |
|
|
2021
Q2 | $1.48M | Buy |
7,091
+59
| +0.8% | +$12.3K | 0.5% | 43 |
|
|
2021
Q1 | $1.2M | Sell |
7,032
-256
| -4% | -$43.5K | 0.44% | 56 |
|
|
2020
Q4 | $1.23M | Buy |
7,288
+87
| +1% | +$14.6K | 0.49% | 47 |
|
|
2020
Q3 | $1.2M | Sell |
7,201
-199
| -3% | -$33.2K | 0.55% | 41 |
|
|
2020
Q2 | $823K | Buy |
7,400
+53
| +0.7% | +$5.89K | 0.4% | 57 |
|
|
2020
Q1 | $686K | Buy |
7,347
+4,050
| +123% | +$378K | 0.41% | 59 |
|
|
2019
Q4 | $386K | Hold |
3,297
| – | – | 0.17% | 124 |
|
|
2019
Q3 | $395K | Hold |
3,297
| – | – | 0.19% | 126 |
|
|
2019
Q2 | $340K | Hold |
3,297
| – | – | 0.17% | 145 |
|
|
2019
Q1 | $368K | Buy |
3,297
+50
| +2% | +$5.58K | 0.21% | 119 |
|
|
2018
Q4 | $317K | Buy |
3,247
+100
| +3% | +$9.76K | 0.21% | 123 |
|
|
2018
Q3 | $367K | Sell |
3,147
-200
| -6% | -$23.3K | 0.2% | 129 |
|
|
2018
Q2 | $356K | Hold |
3,347
| – | – | 0.22% | 122 |
|
|
2018
Q1 | $350K | Buy |
3,347
+360
| +12% | +$37.6K | 0.21% | 125 |
|
|
2017
Q4 | $356K | Hold |
2,987
| – | – | 0.23% | 126 |
|
|
2017
Q3 | $359K | Hold |
2,987
| – | – | 0.26% | 99 |
|
|
2017
Q2 | $330K | Buy |
2,987
+50
| +2% | +$5.52K | 0.23% | 111 |
|
|
2017
Q1 | $316K | Buy |
2,937
+19
| +0.7% | +$2.04K | 0.24% | 105 |
|
|
2016
Q4 | $334K | Sell |
2,918
-70
| -2% | -$8.01K | 0.27% | 99 |
|
|
2016
Q3 | $328K | Hold |
2,988
| – | – | 0.27% | 103 |
|
|
2016
Q2 | $322K | Buy |
+2,988
| New | +$322K | 0.31% | 97 |
|