Empirical Finance’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 | $2.55M | Buy |
25,279
+163
| +0.6% | +$16.5K | 0.13% | 146 |
|
|
2025
Q1 | $2.76M | Buy |
25,116
+423
| +2% | +$46.5K | 0.17% | 114 |
|
|
2024
Q4 | $3.11M | Sell |
24,693
-302
| -1% | -$38.1K | 0.18% | 103 |
|
|
2024
Q3 | $3.41M | Buy |
24,995
+525
| +2% | +$71.6K | 0.2% | 100 |
|
|
2024
Q2 | $3.35M | Sell |
24,470
-1,816
| -7% | -$249K | 0.21% | 96 |
|
|
2024
Q1 | $3.91M | Buy |
26,286
+877
| +3% | +$130K | 0.24% | 88 |
|
|
2023
Q4 | $4M | Buy |
25,409
+190
| +0.8% | +$29.9K | 0.28% | 76 |
|
|
2023
Q3 | $3.93M | Buy |
25,219
+2,600
| +11% | +$405K | 0.29% | 69 |
|
|
2023
Q2 | $4.05M | Buy |
22,619
+2,451
| +12% | +$439K | 0.31% | 64 |
|
|
2023
Q1 | $3.91M | Buy |
20,168
+997
| +5% | +$193K | 0.37% | 57 |
|
|
2022
Q4 | $3.33M | Buy |
19,171
+1,550
| +9% | +$269K | 0.35% | 62 |
|
|
2022
Q3 | $2.85M | Buy |
17,621
+3,037
| +21% | +$491K | 0.34% | 59 |
|
|
2022
Q2 | $2.66M | Buy |
14,584
+792
| +6% | +$145K | 0.34% | 57 |
|
|
2022
Q1 | $2.96M | Buy |
13,792
+1,535
| +13% | +$329K | 0.33% | 60 |
|
|
2021
Q4 | $2.63M | Buy |
12,257
+3,323
| +37% | +$712K | 0.31% | 61 |
|
|
2021
Q3 | $1.63M | Buy |
8,934
+536
| +6% | +$97.6K | 0.25% | 78 |
|
|
2021
Q2 | $1.75M | Buy |
8,398
+1,258
| +18% | +$262K | 0.28% | 68 |
|
|
2021
Q1 | $1.2M | Hold |
7,140
| – | – | 0.21% | 121 |
|
|
2020
Q4 | $1.2M | Buy |
7,140
+1,260
| +21% | +$212K | 0.21% | 121 |
|
|
2020
Q3 | $980K | Buy |
5,880
+1,269
| +28% | +$212K | 0.21% | 131 |
|
|
2020
Q2 | $513K | Buy |
4,611
+577
| +14% | +$64.2K | 0.13% | 143 |
|
|
2020
Q1 | $377K | Buy |
4,034
+1,453
| +56% | +$136K | 0.12% | 141 |
|
|
2019
Q4 | $302K | Buy |
+2,581
| New | +$302K | 0.07% | 169 |
|
|
2017
Q1 | – | Sell |
-405
| Closed | -$47K | – | 545 |
|
|
2016
Q4 | $47K | Buy |
+405
| New | +$47K | 0.03% | 110 |
|