Fort Washington Investment Advisors’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 | $847K | Sell |
8,392
-4,028
| -32% | -$407K | ﹤0.01% | 287 |
|
|
2025
Q1 | $1.37M | Buy |
12,420
+504
| +4% | +$55.4K | 0.01% | 271 |
|
|
2024
Q4 | $1.5M | Sell |
11,916
-1,820
| -13% | -$230K | 0.01% | 259 |
|
|
2024
Q3 | $1.87M | Sell |
13,736
-3,666
| -21% | -$500K | 0.01% | 249 |
|
|
2024
Q2 | $2.38M | Sell |
17,402
-88
| -0.5% | -$12K | 0.02% | 240 |
|
|
2024
Q1 | $2.6M | Sell |
17,490
-1,723
| -9% | -$256K | 0.02% | 247 |
|
|
2023
Q4 | $3.02M | Sell |
19,213
-525
| -3% | -$82.5K | 0.02% | 228 |
|
|
2023
Q3 | $3.08M | Sell |
19,738
-43
| -0.2% | -$6.7K | 0.02% | 226 |
|
|
2023
Q2 | $3.55M | Sell |
19,781
-277
| -1% | -$49.7K | 0.03% | 225 |
|
|
2023
Q1 | $3.89M | Hold |
20,058
| – | – | 0.03% | 226 |
|
|
2022
Q4 | $3.49M | Hold |
20,058
| – | – | 0.03% | 227 |
|
|
2022
Q3 | $3.24M | Sell |
20,058
-2,463
| -11% | -$398K | 0.03% | 233 |
|
|
2022
Q2 | $4.11M | Sell |
22,521
-900
| -4% | -$164K | 0.03% | 218 |
|
|
2022
Q1 | $5.02M | Buy |
23,421
+475
| +2% | +$102K | 0.03% | 219 |
|
|
2021
Q4 | $4.92M | Sell |
22,946
-118,623
| -84% | -$25.4M | 0.03% | 228 |
|
|
2021
Q3 | $25.8M | Buy |
141,569
+84,418
| +148% | +$15.4M | 0.16% | 127 |
|
|
2021
Q2 | $11.9M | Sell |
57,151
-20,554
| -26% | -$4.27M | 0.11% | 169 |
|
|
2021
Q1 | $13.2M | Buy |
77,705
+651
| +0.8% | +$111K | 0.13% | 116 |
|
|
2020
Q4 | $13M | Sell |
77,054
-1,671
| -2% | -$281K | 0.14% | 105 |
|
|
2020
Q3 | $13.1M | Sell |
78,725
-27,622
| -26% | -$4.6M | 0.14% | 100 |
|
|
2020
Q2 | $11.8M | Sell |
106,347
-80
| -0.1% | -$8.9K | 0.13% | 115 |
|
|
2020
Q1 | $9.94M | Buy |
106,427
+3,280
| +3% | +$306K | 0.13% | 125 |
|
|
2019
Q4 | $12.1M | Buy |
103,147
+22,537
| +28% | +$2.64M | 0.13% | 173 |
|
|
2019
Q3 | $9.66M | Buy |
80,610
+24,229
| +43% | +$2.9M | 0.11% | 182 |
|
|
2019
Q2 | $5.82M | Buy |
56,381
+23,943
| +74% | +$2.47M | 0.06% | 200 |
|
|
2019
Q1 | $3.63M | Sell |
32,438
-6,527
| -17% | -$729K | 0.04% | 225 |
|
|
2018
Q4 | $3.8M | Sell |
38,965
-6,443
| -14% | -$628K | 0.05% | 206 |
|
|
2018
Q3 | $5.3M | Buy |
45,408
+30
| +0.1% | +$3.5K | 0.05% | 214 |
|
|
2018
Q2 | $4.82M | Sell |
45,378
-1,190
| -3% | -$126K | 0.05% | 220 |
|
|
2018
Q1 | $4.87M | Sell |
46,568
-4,751
| -9% | -$497K | 0.05% | 232 |
|
|
2017
Q4 | $6.12M | Buy |
51,319
+5,296
| +12% | +$631K | 0.06% | 241 |
|
|
2017
Q3 | $5.53M | Sell |
46,023
-2,885
| -6% | -$346K | 0.09% | 129 |
|
|
2017
Q2 | $5.41M | Sell |
48,908
-1,495
| -3% | -$165K | 0.09% | 131 |
|
|
2017
Q1 | $5.41M | Sell |
50,403
-1,970
| -4% | -$211K | 0.09% | 128 |
|
|
2016
Q4 | $6M | Sell |
52,373
-800
| -2% | -$91.7K | 0.1% | 109 |
|
|
2016
Q3 | $5.82M | Buy |
53,173
+8,645
| +19% | +$945K | 0.1% | 114 |
|
|
2016
Q2 | $4.8M | Sell |
44,528
-510
| -1% | -$54.9K | 0.09% | 128 |
|
|
2016
Q1 | $4.75M | Sell |
45,038
-4,030
| -8% | -$425K | 0.09% | 127 |
|
|
2015
Q4 | $4.72M | Buy |
49,068
+3,370
| +7% | +$324K | 0.1% | 131 |
|
|
2015
Q3 | $4.51M | Buy |
45,698
+13,915
| +44% | +$1.37M | 0.09% | 138 |
|
|
2015
Q2 | $3.08M | Sell |
31,783
-560
| -2% | -$54.3K | 0.06% | 163 |
|
|
2015
Q1 | $3.14M | Buy |
32,343
+2,498
| +8% | +$242K | 0.06% | 165 |
|
|
2014
Q4 | $3.32M | Sell |
29,845
-30
| -0.1% | -$3.34K | 0.07% | 162 |
|
|
2014
Q3 | $2.94M | Buy |
29,875
+5,605
| +23% | +$551K | 0.06% | 176 |
|
|
2014
Q2 | $2.49M | Buy |
24,270
+1,725
| +8% | +$177K | 0.05% | 208 |
|
|
2014
Q1 | $2.2M | Buy |
22,545
+3,905
| +21% | +$380K | 0.05% | 202 |
|
|
2013
Q4 | $1.96M | Buy |
18,640
+470
| +3% | +$49.4K | 0.04% | 268 |
|
|
2013
Q3 | $1.66M | Buy |
18,170
+810
| +5% | +$74K | 0.04% | 284 |
|
|
2013
Q2 | $1.5M | Buy |
+17,360
| New | +$1.5M | 0.03% | 281 |
|