Douglass Winthrop Advisors’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 | $1.32M | Hold |
13,090
| – | – | 0.02% | 132 |
|
|
2025
Q1 | $1.44M | Sell |
13,090
-35
| -0.3% | -$3.85K | 0.03% | 120 |
|
|
2024
Q4 | $1.66M | Hold |
13,125
| – | – | 0.03% | 116 |
|
|
2024
Q3 | $1.79M | Sell |
13,125
-188
| -1% | -$25.6K | 0.03% | 109 |
|
|
2024
Q2 | $1.82M | Sell |
13,313
-155
| -1% | -$21.2K | 0.04% | 104 |
|
|
2024
Q1 | $2M | Sell |
13,468
-325
| -2% | -$48.3K | 0.04% | 103 |
|
|
2023
Q4 | $2.17M | Hold |
13,793
| – | – | 0.05% | 91 |
|
|
2023
Q3 | $2.15M | Sell |
13,793
-42
| -0.3% | -$6.55K | 0.05% | 91 |
|
|
2023
Q2 | $2.48M | Hold |
13,835
| – | – | 0.06% | 89 |
|
|
2023
Q1 | $2.68M | Sell |
13,835
-128
| -0.9% | -$24.8K | 0.07% | 83 |
|
|
2022
Q4 | $2.43M | Hold |
13,963
| – | – | 0.07% | 88 |
|
|
2022
Q3 | $2.26M | Hold |
13,963
| – | – | 0.07% | 90 |
|
|
2022
Q2 | $2.55M | Hold |
13,963
| – | – | 0.07% | 89 |
|
|
2022
Q1 | $3M | Sell |
13,963
-222
| -2% | -$47.6K | 0.07% | 85 |
|
|
2021
Q4 | $3.04M | Hold |
14,185
| – | – | 0.07% | 92 |
|
|
2021
Q3 | $2.58M | Hold |
14,185
| – | – | 0.06% | 98 |
|
|
2021
Q2 | $2.95M | Buy |
14,185
+500
| +4% | +$104K | 0.07% | 89 |
|
|
2021
Q1 | $2.33M | Hold |
13,685
| – | – | 0.06% | 100 |
|
|
2020
Q4 | $2.31M | Buy |
13,685
+131
| +1% | +$22.1K | 0.07% | 84 |
|
|
2020
Q3 | $2.26M | Buy |
13,554
+49
| +0.4% | +$8.17K | 0.07% | 78 |
|
|
2020
Q2 | $1.5M | Buy |
13,505
+45
| +0.3% | +$5K | 0.06% | 92 |
|
|
2020
Q1 | $1.26M | Sell |
13,460
-174
| -1% | -$16.2K | 0.06% | 97 |
|
|
2019
Q4 | $1.6M | Sell |
13,634
-1,897
| -12% | -$222K | 0.06% | 102 |
|
|
2019
Q3 | $1.86M | Sell |
15,531
-1,969
| -11% | -$236K | 0.07% | 93 |
|
|
2019
Q2 | $1.81M | Sell |
17,500
-3,693
| -17% | -$381K | 0.07% | 93 |
|
|
2019
Q1 | $2.37M | Sell |
21,193
-407
| -2% | -$45.5K | 0.1% | 84 |
|
|
2018
Q4 | $2.11M | Buy |
21,600
+14,925
| +224% | +$1.46M | 0.1% | 92 |
|
|
2018
Q3 | $779K | Sell |
6,675
-20,400
| -75% | -$2.38M | 0.03% | 135 |
|
|
2018
Q2 | $2.88M | Sell |
27,075
-1,050
| -4% | -$112K | 0.13% | 90 |
|
|
2018
Q1 | $2.94M | Buy |
28,125
+830
| +3% | +$86.9K | 0.14% | 88 |
|
|
2017
Q4 | $3.25M | Hold |
27,295
| – | – | 0.18% | 71 |
|
|
2017
Q3 | $3.28M | Sell |
27,295
-520
| -2% | -$62.5K | 0.19% | 69 |
|
|
2017
Q2 | $3.08M | Buy |
27,815
+790
| +3% | +$87.4K | 0.19% | 68 |
|
|
2017
Q1 | $2.9M | Sell |
27,025
-3,450
| -11% | -$370K | 0.18% | 67 |
|
|
2016
Q4 | $3.49M | Sell |
30,475
-137
| -0.4% | -$15.7K | 0.24% | 62 |
|
|
2016
Q3 | $3.35M | Buy |
30,612
+670
| +2% | +$73.3K | 0.23% | 61 |
|
|
2016
Q2 | $3.23M | Buy |
29,942
+975
| +3% | +$105K | 0.23% | 64 |
|
|
2016
Q1 | $3.06M | Buy |
28,967
+260
| +0.9% | +$27.4K | 0.22% | 65 |
|
|
2015
Q4 | $2.76M | Sell |
28,707
-200
| -0.7% | -$19.2K | 0.2% | 74 |
|
|
2015
Q3 | $2.85M | Buy |
28,907
+6,737
| +30% | +$665K | 0.22% | 68 |
|
|
2015
Q2 | $2.15M | Hold |
22,170
| – | – | 0.17% | 83 |
|
|
2015
Q1 | $2.15M | Buy |
22,170
+20,068
| +955% | +$1.95M | 0.17% | 83 |
|
|
2014
Q4 | $234K | Buy |
+2,102
| New | +$234K | 0.02% | 193 |
|