Fiduciary Group’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 | $1.13M | Buy |
11,153
+293
| +3% | +$29.6K | 0.11% | 152 |
|
|
2025
Q1 | $1.19M | Buy |
10,860
+374
| +4% | +$41.1K | 0.12% | 139 |
|
|
2024
Q4 | $1.32M | Sell |
10,486
-611
| -6% | -$77K | 0.13% | 129 |
|
|
2024
Q3 | $1.51M | Buy |
11,097
+2,002
| +22% | +$273K | 0.15% | 115 |
|
|
2024
Q2 | $1.24M | Buy |
9,095
+1,885
| +26% | +$258K | 0.13% | 122 |
|
|
2024
Q1 | $1.07M | Buy |
7,210
+2,119
| +42% | +$315K | 0.12% | 129 |
|
|
2023
Q4 | $800K | Sell |
5,091
-112
| -2% | -$17.6K | 0.09% | 143 |
|
|
2023
Q3 | $811K | Sell |
5,203
-85
| -2% | -$13.2K | 0.1% | 128 |
|
|
2023
Q2 | $948K | Sell |
5,288
-260
| -5% | -$46.6K | 0.12% | 124 |
|
|
2023
Q1 | $1.08M | Sell |
5,548
-57
| -1% | -$11.1K | 0.14% | 116 |
|
|
2022
Q4 | $974K | Sell |
5,605
-290
| -5% | -$50.4K | 0.13% | 117 |
|
|
2022
Q3 | $1.02M | Buy |
5,895
+261
| +5% | +$45K | 0.13% | 116 |
|
|
2022
Q2 | $1.15M | Buy |
5,634
+1,795
| +47% | +$367K | 0.14% | 107 |
|
|
2022
Q1 | $681K | Buy |
3,839
+144
| +4% | +$25.5K | 0.09% | 129 |
|
|
2021
Q4 | $792K | Hold |
3,695
| – | – | 0.09% | 127 |
|
|
2021
Q3 | $806K | Sell |
3,695
-145
| -4% | -$31.6K | 0.09% | 124 |
|
|
2021
Q2 | $733K | Hold |
3,840
| – | – | 0.08% | 131 |
|
|
2021
Q1 | $783K | Sell |
3,840
-20
| -0.5% | -$4.08K | 0.1% | 124 |
|
|
2020
Q4 | $627K | Buy |
3,860
+3
| +0.1% | +$487 | 0.08% | 132 |
|
|
2020
Q3 | $643K | Sell |
3,857
-280
| -7% | -$46.7K | 0.1% | 122 |
|
|
2020
Q2 | $460K | Sell |
4,137
-45
| -1% | -$5K | 0.08% | 138 |
|
|
2020
Q1 | $391K | Buy |
4,182
+287
| +7% | +$26.8K | 0.08% | 128 |
|
|
2019
Q4 | $456K | Sell |
3,895
-42
| -1% | -$4.92K | 0.07% | 138 |
|
|
2019
Q3 | $472K | Sell |
3,937
-561
| -12% | -$67.3K | 0.08% | 134 |
|
|
2019
Q2 | $465K | Sell |
4,498
-572
| -11% | -$59.1K | 0.08% | 133 |
|
|
2019
Q1 | $567K | Sell |
5,070
-1,133
| -18% | -$127K | 0.11% | 116 |
|
|
2018
Q4 | $605K | Sell |
6,203
-17,296
| -74% | -$1.69M | 0.13% | 105 |
|
|
2018
Q3 | $2.74M | Sell |
23,499
-17,887
| -43% | -$2.09M | 0.54% | 52 |
|
|
2018
Q2 | $4.4M | Buy |
41,386
+1,011
| +3% | +$107K | 0.93% | 34 |
|
|
2018
Q1 | $4.23M | Buy |
40,375
+1,691
| +4% | +$177K | 0.92% | 39 |
|
|
2017
Q4 | $4.61M | Buy |
38,684
+663
| +2% | +$79K | 0.98% | 35 |
|
|
2017
Q3 | $4.57M | Buy |
38,021
+2,265
| +6% | +$272K | 1.03% | 33 |
|
|
2017
Q2 | $3.95M | Buy |
35,756
+1,684
| +5% | +$186K | 0.91% | 38 |
|
|
2017
Q1 | $3.66M | Buy |
34,072
+3,256
| +11% | +$349K | 0.87% | 40 |
|
|
2016
Q4 | $3.53M | Buy |
30,816
+294
| +1% | +$33.7K | 0.91% | 39 |
|
|
2016
Q3 | $3.34M | Buy |
30,522
+867
| +3% | +$94.8K | 0.9% | 37 |
|
|
2016
Q2 | $3.19M | Buy |
29,655
+273
| +0.9% | +$29.4K | 0.89% | 39 |
|
|
2016
Q1 | $3.1M | Buy |
29,382
+943
| +3% | +$99.5K | 0.9% | 40 |
|
|
2015
Q4 | $2.74M | Buy |
28,439
+7,121
| +33% | +$685K | 0.82% | 45 |
|
|
2015
Q3 | $2.1M | Buy |
21,318
+4,739
| +29% | +$468K | 0.7% | 49 |
|
|
2015
Q2 | $1.61M | Buy |
+16,579
| New | +$1.61M | 0.51% | 72 |
|