Eliot Finkel Investment Counsel’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 | $4.04M | Sell |
40,025
-565
| -1% | -$57K | 2.6% | 18 |
|
|
2025
Q1 | $4.46M | Buy |
40,590
+2,975
| +8% | +$327K | 3.04% | 16 |
|
|
2024
Q4 | $4.74M | Sell |
37,615
-15
| -0% | -$1.89K | 3.02% | 16 |
|
|
2024
Q3 | $5.13M | Sell |
37,630
-295
| -0.8% | -$40.2K | 3.15% | 15 |
|
|
2024
Q2 | $5.19M | Sell |
37,925
-60
| -0.2% | -$8.21K | 3.42% | 15 |
|
|
2024
Q1 | $5.65M | Sell |
37,985
-530
| -1% | -$78.8K | 3.65% | 13 |
|
|
2023
Q4 | $6.06M | Sell |
38,515
-1,070
| -3% | -$168K | 4.07% | 12 |
|
|
2023
Q3 | $6.17M | Sell |
39,585
-15
| -0% | -$2.34K | 4.15% | 12 |
|
|
2023
Q2 | $7.1M | Buy |
39,600
+520
| +1% | +$93.2K | 4.51% | 9 |
|
|
2023
Q1 | $7.58M | Sell |
39,080
-170
| -0.4% | -$33K | 4.83% | 3 |
|
|
2022
Q4 | $6.82M | Buy |
39,250
+505
| +1% | +$87.8K | 4.33% | 11 |
|
|
2022
Q3 | $6.26M | Sell |
38,745
-120
| -0.3% | -$19.4K | 4.63% | 8 |
|
|
2022
Q2 | $7.09M | Sell |
38,865
-80
| -0.2% | -$14.6K | 5.14% | 6 |
|
|
2022
Q1 | $8.35M | Sell |
38,945
-1,440
| -4% | -$309K | 4.93% | 5 |
|
|
2021
Q4 | $8.66M | Sell |
40,385
-950
| -2% | -$204K | 5.06% | 6 |
|
|
2021
Q3 | $7.53M | Sell |
41,335
-80
| -0.2% | -$14.6K | 4.82% | 5 |
|
|
2021
Q2 | $8.61M | Sell |
41,415
-2,110
| -5% | -$439K | 5.54% | 4 |
|
|
2021
Q1 | $7.4M | Sell |
43,525
-105
| -0.2% | -$17.8K | 4.76% | 6 |
|
|
2020
Q4 | $7.35M | Sell |
43,630
-350
| -0.8% | -$58.9K | 5.54% | 4 |
|
|
2020
Q3 | $7.33M | Sell |
43,980
-50
| -0.1% | -$8.33K | 6.53% | 4 |
|
|
2020
Q2 | $4.9M | Sell |
44,030
-650
| -1% | -$72.3K | 4.84% | 9 |
|
|
2020
Q1 | $4.17M | Sell |
44,680
-580
| -1% | -$54.2K | 4.55% | 9 |
|
|
2019
Q4 | $5.3M | Sell |
45,260
-40
| -0.1% | -$4.68K | 3.42% | 13 |
|
|
2019
Q3 | $5.43M | Sell |
45,300
-130
| -0.3% | -$15.6K | 3.88% | 8 |
|
|
2019
Q2 | $4.69M | Hold |
45,430
| – | – | 3.01% | 16 |
|
|
2019
Q1 | $5.08M | Buy |
45,430
+1,160
| +3% | +$130K | 3.37% | 12 |
|
|
2018
Q4 | $4.32M | Sell |
44,270
-1,580
| -3% | -$154K | 3.16% | 14 |
|
|
2018
Q3 | $5.35M | Sell |
45,850
-1,400
| -3% | -$163K | 3.41% | 12 |
|
|
2018
Q2 | $5.02M | Sell |
47,250
-80
| -0.2% | -$8.5K | 3.39% | 14 |
|
|
2018
Q1 | $4.95M | Sell |
47,330
-800
| -2% | -$83.7K | 3.49% | 14 |
|
|
2017
Q4 | $5.74M | Sell |
48,130
-320
| -0.7% | -$38.1K | 3.78% | 11 |
|
|
2017
Q3 | $5.82M | Sell |
48,450
-190
| -0.4% | -$22.8K | 4.15% | 7 |
|
|
2017
Q2 | $5.38M | Sell |
48,640
-480
| -1% | -$53.1K | 3.95% | 8 |
|
|
2017
Q1 | $5.27M | Buy |
49,120
+2,005
| +4% | +$215K | 4.05% | 11 |
|
|
2016
Q4 | $5.4M | Sell |
47,115
-335
| -0.7% | -$38.4K | 4.58% | 8 |
|
|
2016
Q3 | $5.19M | Sell |
47,450
-270
| -0.6% | -$29.5K | 4.66% | 6 |
|
|
2016
Q2 | $5.14M | Sell |
47,720
-725
| -1% | -$78.1K | 4.58% | 6 |
|
|
2016
Q1 | $5.11M | Buy |
48,445
+8,385
| +21% | +$884K | 4.64% | 6 |
|
|
2015
Q4 | $3.86M | Buy |
+40,060
| New | +$3.86M | 3.71% | 11 |
|