Douglas Lane & Associates’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 | $220K | Sell |
2,183
-170
| -7% | -$17.2K | ﹤0.01% | 228 |
|
|
2025
Q1 | $259K | Sell |
2,353
-349
| -13% | -$38.4K | ﹤0.01% | 217 |
|
|
2024
Q4 | $341K | Sell |
2,702
-186
| -6% | -$23.5K | ﹤0.01% | 204 |
|
|
2024
Q3 | $394K | Sell |
2,888
-9
| -0.3% | -$1.23K | 0.01% | 199 |
|
|
2024
Q2 | $396K | Sell |
2,897
-350
| -11% | -$47.9K | 0.01% | 189 |
|
|
2024
Q1 | $483K | Buy |
3,247
+188
| +6% | +$27.9K | 0.01% | 182 |
|
|
2023
Q4 | $481K | Sell |
3,059
-115
| -4% | -$18.1K | 0.01% | 181 |
|
|
2023
Q3 | $495K | Sell |
3,174
-72
| -2% | -$11.2K | 0.01% | 172 |
|
|
2023
Q2 | $582K | Buy |
3,246
+1
| +0% | +$179 | 0.01% | 169 |
|
|
2023
Q1 | $630K | Sell |
3,245
-243
| -7% | -$47.1K | 0.01% | 167 |
|
|
2022
Q4 | $606K | Sell |
3,488
-89
| -2% | -$15.5K | 0.01% | 166 |
|
|
2022
Q3 | $578K | Buy |
3,577
+141
| +4% | +$22.8K | 0.01% | 163 |
|
|
2022
Q2 | $627K | Sell |
3,436
-104
| -3% | -$19K | 0.01% | 163 |
|
|
2022
Q1 | $759K | Buy |
3,540
+32
| +0.9% | +$6.86K | 0.01% | 163 |
|
|
2021
Q4 | $752K | Sell |
3,508
-185
| -5% | -$39.7K | 0.01% | 166 |
|
|
2021
Q3 | $672K | Buy |
3,693
+160
| +5% | +$29.1K | 0.01% | 162 |
|
|
2021
Q2 | $735K | Buy |
3,533
+19
| +0.5% | +$3.95K | 0.01% | 157 |
|
|
2021
Q1 | $597K | Sell |
3,514
-761
| -18% | -$129K | 0.01% | 158 |
|
|
2020
Q4 | $720K | Buy |
4,275
+85
| +2% | +$14.3K | 0.01% | 151 |
|
|
2020
Q3 | $698K | Sell |
4,190
-47
| -1% | -$7.83K | 0.01% | 146 |
|
|
2020
Q2 | $471K | Buy |
4,237
+120
| +3% | +$13.3K | 0.01% | 156 |
|
|
2020
Q1 | $385K | Sell |
4,117
-292
| -7% | -$27.3K | 0.01% | 163 |
|
|
2019
Q4 | $516K | Sell |
4,409
-1,260
| -22% | -$147K | 0.01% | 164 |
|
|
2019
Q3 | $679K | Sell |
5,669
-625
| -10% | -$74.9K | 0.01% | 154 |
|
|
2019
Q2 | $650K | Sell |
6,294
-235
| -4% | -$24.3K | 0.01% | 159 |
|
|
2019
Q1 | $730K | Sell |
6,529
-1,064
| -14% | -$119K | 0.02% | 157 |
|
|
2018
Q4 | $741K | Sell |
7,593
-378
| -5% | -$36.9K | 0.02% | 152 |
|
|
2018
Q3 | $931K | Sell |
7,971
-449
| -5% | -$52.4K | 0.02% | 150 |
|
|
2018
Q2 | $894K | Sell |
8,420
-90
| -1% | -$9.56K | 0.02% | 148 |
|
|
2018
Q1 | $891K | Sell |
8,510
-54
| -0.6% | -$5.65K | 0.02% | 143 |
|
|
2017
Q4 | $1.02M | Sell |
8,564
-691
| -7% | -$82.3K | 0.02% | 139 |
|
|
2017
Q3 | $1.11M | Sell |
9,255
-2,643
| -22% | -$317K | 0.03% | 142 |
|
|
2017
Q2 | $1.32M | Sell |
11,898
-7,956
| -40% | -$880K | 0.03% | 139 |
|
|
2017
Q1 | $2.13M | Sell |
19,854
-6,725
| -25% | -$721K | 0.05% | 130 |
|
|
2016
Q4 | $3.05M | Sell |
26,579
-1,424
| -5% | -$163K | 0.08% | 125 |
|
|
2016
Q3 | $3.06M | Sell |
28,003
-1,857
| -6% | -$203K | 0.08% | 129 |
|
|
2016
Q2 | $3.22M | Buy |
29,860
+424
| +1% | +$45.7K | 0.09% | 129 |
|
|
2016
Q1 | $3.11M | Buy |
+29,436
| New | +$3.11M | 0.08% | 131 |
|