Founders Capital Management (Connecticut)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.6M | Buy |
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|
2025
Q2 | $11.2M | Buy |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $12M | Buy |
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|
2024
Q3 | $6.86M | Buy |
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|
2024
Q2 | $4.46M | Buy |
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|
2024
Q1 | $401K | Hold |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $443K | Sell |
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|
2023
Q1 | $480K | Hold |
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|
2022
Q4 | $430K | Hold |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $452K | Hold |
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|
2022
Q1 | $531K | Hold |
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|
2021
Q4 | $530K | Hold |
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|
2021
Q3 | $451K | Sell |
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|
2021
Q2 | $619K | Sell |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $501K | Hold |
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|
2020
Q3 | $496K | Hold |
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|
2020
Q2 | $331K | Hold |
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|
2020
Q1 | $278K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.01M | Sell |
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|
2018
Q2 | $1.83M | Sell |
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|
2018
Q1 | $1.84M | Buy |
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|
2017
Q4 | $1.81M | Sell |
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|
2017
Q3 | $1.86M | Buy |
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|
2017
Q2 | $1.75M | Hold |
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|
2017
Q1 | $4.65M | Buy |
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|
2016
Q4 | $4.54M | Hold |
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|
2016
Q3 | $1.33M | Hold |
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|
2016
Q2 | $1.31M | Buy |
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|
2016
Q1 | $991K | Buy |
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|
2015
Q4 | $774K | Buy |
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|
2015
Q3 | $559K | Buy |
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|
2015
Q2 | $271K | Buy |
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