Exeter Financial’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 | $2.45M | Buy |
24,250
+1,427
| +6% | +$144K | 1.09% | 36 |
|
|
2025
Q1 | $2.51M | Buy |
22,823
+2,060
| +10% | +$227K | 1.13% | 35 |
|
|
2024
Q4 | $2.62M | Buy |
20,763
+790
| +4% | +$99.6K | 1.2% | 32 |
|
|
2024
Q3 | $2.72M | Buy |
19,973
+2,093
| +12% | +$285K | 1.21% | 35 |
|
|
2024
Q2 | $2.45M | Buy |
17,880
+1,890
| +12% | +$259K | 1.17% | 36 |
|
|
2024
Q1 | $2.4M | Buy |
15,990
+790
| +5% | +$119K | 1.11% | 37 |
|
|
2023
Q4 | $2.43M | Buy |
15,200
+50
| +0.3% | +$8K | 1.18% | 33 |
|
|
2023
Q3 | $2.36M | Buy |
15,150
+77
| +0.5% | +$12K | 1.25% | 32 |
|
|
2023
Q2 | $2.79M | Buy |
15,073
+66
| +0.4% | +$12.2K | 1.44% | 24 |
|
|
2023
Q1 | $2.86M | Buy |
15,007
+34
| +0.2% | +$6.47K | 1.43% | 24 |
|
|
2022
Q4 | $2.6M | Buy |
14,973
+109
| +0.7% | +$18.9K | 1.36% | 24 |
|
|
2022
Q3 | $2.4M | Buy |
14,864
+327
| +2% | +$52.8K | 1.39% | 25 |
|
|
2022
Q2 | $2.65M | Buy |
14,537
+583
| +4% | +$106K | 1.48% | 25 |
|
|
2022
Q1 | $2.99M | Sell |
13,954
-1,376
| -9% | -$295K | 1.62% | 21 |
|
|
2021
Q4 | $3.25M | Sell |
15,330
-225
| -1% | -$47.6K | 1.78% | 19 |
|
|
2021
Q3 | $2.83M | Hold |
15,555
| – | – | 1.69% | 21 |
|
|
2021
Q2 | $3.29M | Sell |
15,555
-1,615
| -9% | -$342K | 1.91% | 19 |
|
|
2021
Q1 | $2.92M | Buy |
17,170
+75
| +0.4% | +$12.8K | 1.84% | 19 |
|
|
2020
Q4 | $2.88M | Sell |
17,095
-650
| -4% | -$109K | 2% | 16 |
|
|
2020
Q3 | $2.96M | Sell |
17,745
-250
| -1% | -$41.7K | 2.31% | 13 |
|
|
2020
Q2 | $2M | Sell |
17,995
-791
| -4% | -$88K | 1.66% | 21 |
|
|
2020
Q1 | $1.76M | Buy |
18,786
+2,750
| +17% | +$257K | 1.65% | 20 |
|
|
2019
Q4 | $1.88M | Sell |
16,036
-500
| -3% | -$58.5K | 1.46% | 26 |
|
|
2019
Q3 | $1.98M | Hold |
16,536
| – | – | 1.58% | 25 |
|
|
2019
Q2 | $1.71M | Hold |
16,536
| – | – | 1.43% | 25 |
|
|
2019
Q1 | $1.85M | Buy |
16,536
+1,644
| +11% | +$184K | 1.6% | 23 |
|
|
2018
Q4 | $1.45M | Buy |
14,892
+6,625
| +80% | +$646K | 1.37% | 31 |
|
|
2018
Q3 | $965K | Buy |
8,267
+384
| +5% | +$44.8K | 0.79% | 50 |
|
|
2018
Q2 | $837K | Sell |
7,883
-100
| -1% | -$10.6K | 0.74% | 53 |
|
|
2018
Q1 | $836K | Sell |
7,983
-185
| -2% | -$19.4K | 0.72% | 54 |
|
|
2017
Q4 | $973K | Buy |
+8,168
| New | +$973K | 0.85% | 46 |
|