First Citizens Bank & Trust’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 | $3M | Buy |
29,741
+21,930
| +281% | +$2.21M | 0.05% | 151 |
|
|
2025
Q1 | $859K | Buy |
7,811
+35
| +0.5% | +$3.85K | 0.02% | 253 |
|
|
2024
Q4 | $981K | Sell |
7,776
-286
| -4% | -$36.1K | 0.02% | 239 |
|
|
2024
Q3 | $1.1M | Buy |
8,062
+346
| +4% | +$47.2K | 0.02% | 236 |
|
|
2024
Q2 | $1.06M | Buy |
7,716
+260
| +3% | +$35.6K | 0.02% | 238 |
|
|
2024
Q1 | $1.11M | Buy |
7,456
+2,244
| +43% | +$334K | 0.02% | 234 |
|
|
2023
Q4 | $819K | Buy |
5,212
+400
| +8% | +$62.9K | 0.01% | 213 |
|
|
2023
Q3 | $750K | Sell |
4,812
-287
| -6% | -$44.7K | 0.01% | 212 |
|
|
2023
Q2 | $914K | Buy |
5,099
+2,694
| +112% | +$483K | 0.02% | 204 |
|
|
2023
Q1 | $467K | Sell |
2,405
-521
| -18% | -$101K | 0.01% | 233 |
|
|
2022
Q4 | $509K | Buy |
2,926
+233
| +9% | +$40.5K | 0.02% | 215 |
|
|
2022
Q3 | $435K | Buy |
2,693
+196
| +8% | +$31.7K | 0.01% | 224 |
|
|
2022
Q2 | $456K | Sell |
2,497
-186
| -7% | -$34K | 0.02% | 227 |
|
|
2022
Q1 | $575K | Buy |
2,683
+102
| +4% | +$21.9K | 0.02% | 218 |
|
|
2021
Q4 | $553K | Sell |
2,581
-36
| -1% | -$7.71K | 0.02% | 218 |
|
|
2021
Q3 | $477K | Buy |
2,617
+420
| +19% | +$76.6K | 0.02% | 221 |
|
|
2021
Q2 | $457K | Sell |
2,197
-69
| -3% | -$14.4K | 0.02% | 211 |
|
|
2021
Q1 | $385K | Sell |
2,266
-7,602
| -77% | -$1.29M | 0.02% | 238 |
|
|
2020
Q4 | $1.66M | Buy |
9,868
+463
| +5% | +$77.9K | 0.08% | 138 |
|
|
2020
Q3 | $1.57M | Buy |
+9,405
| New | +$1.57M | 0.11% | 149 |
|
|
2020
Q1 | – | Sell |
-1,966
| Closed | -$230K | – | 377 |
|
|
2019
Q4 | $230K | Sell |
1,966
-23
| -1% | -$2.69K | 0.02% | 310 |
|
|
2019
Q3 | $238K | Buy |
+1,989
| New | +$238K | 0.03% | 305 |
|
|
2017
Q3 | – | Sell |
-3,365
| Closed | -$372K | – | 455 |
|
|
2017
Q2 | $372K | Sell |
3,365
-963
| -22% | -$106K | 0.05% | 323 |
|
|
2017
Q1 | $464K | Sell |
4,328
-35,622
| -89% | -$3.82M | 0.06% | 253 |
|
|
2016
Q4 | $4.58M | Sell |
39,950
-18,235
| -31% | -$2.09M | 0.5% | 58 |
|
|
2016
Q3 | $6.36M | Buy |
+58,185
| New | +$6.36M | 0.58% | 55 |
|
|
2015
Q4 | – | Sell |
-11,533
| Closed | -$1.14M | – | 406 |
|
|
2015
Q3 | $1.14M | Hold |
11,533
| – | – | 0.08% | 181 |
|
|
2015
Q2 | $1.12M | Buy |
11,533
+9,233
| +401% | +$895K | 0.08% | 207 |
|
|
2015
Q1 | $223K | Buy |
+2,300
| New | +$223K | 0.02% | 358 |
|
|
2013
Q4 | – | Sell |
-68,806
| Closed | -$6.29M | – | 777 |
|
|
2013
Q3 | $6.29M | Buy |
68,806
+1,460
| +2% | +$133K | 0.24% | 115 |
|
|
2013
Q2 | $5.82M | Buy |
+67,346
| New | +$5.82M | 0.24% | 112 |
|