Ferguson Wellman Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $578K | Sell |
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|
2023
Q2 | $675K | Sell |
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|
2023
Q1 | $780K | Sell |
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|
2022
Q4 | $760K | Buy |
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|
2022
Q3 | $627K | Sell |
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|
2022
Q2 | $730K | Buy |
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|
2022
Q1 | $845K | Hold |
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|
2021
Q4 | $845K | Sell |
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|
2021
Q3 | $740K | Buy |
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|
2021
Q2 | $840K | Sell |
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|
2021
Q1 | $698K | Hold |
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|
2020
Q4 | $691K | Sell |
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|
2020
Q3 | $709K | Buy |
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|
2020
Q2 | $462K | Buy |
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|
2020
Q1 | $371K | Sell |
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|
2019
Q4 | $610K | Buy |
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|
2019
Q3 | $617K | Sell |
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|
2019
Q2 | $547K | Sell |
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|
2019
Q1 | $740K | Sell |
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|
2018
Q4 | $705K | Sell |
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|
2018
Q3 | $1.68M | Sell |
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|
2018
Q2 | $22.8M | Sell |
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|
2018
Q1 | $34.2M | Sell |
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|
2017
Q4 | $38.9M | Buy |
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|
2017
Q3 | $37.9M | Buy |
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|
2017
Q2 | $17.9M | Buy |
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|
2017
Q1 | $17M | Buy |
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|
2016
Q4 | $618K | Buy |
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|
2016
Q3 | $459K | Hold |
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|
2016
Q2 | $453K | Hold |
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|
2016
Q1 | $443K | Sell |
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|
2015
Q4 | $488K | Buy |
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|
2015
Q3 | $461K | Buy |
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|
2015
Q2 | $407K | Hold |
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|
2015
Q1 | $407K | Sell |
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|
2014
Q4 | $691K | Hold |
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|
2014
Q3 | $611K | Sell |
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|
2014
Q2 | $665K | Buy |
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|
2014
Q1 | $227K | Sell |
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|
2013
Q4 | $248K | Sell |
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|
2013
Q3 | $222K | Hold |
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|
2013
Q2 | $210K | Buy |
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