Founders Capital Management (Texas)’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 | $27.3K | Hold |
270
| – | – | 0.02% | 199 |
|
2025
Q1 | $29.7K | Hold |
270
| – | – | 0.02% | 180 |
|
2024
Q4 | $34K | Hold |
270
| – | – | 0.02% | 167 |
|
2024
Q3 | $36.8K | Sell |
270
-480
| -64% | -$65.4K | 0.02% | 169 |
|
2024
Q2 | $103K | Sell |
750
-1,505
| -67% | -$206K | 0.07% | 80 |
|
2024
Q1 | $335K | Sell |
2,255
-70
| -3% | -$10.4K | 0.23% | 37 |
|
2023
Q4 | $366K | Hold |
2,325
| – | – | 0.27% | 33 |
|
2023
Q3 | $362K | Hold |
2,325
| – | – | 0.28% | 34 |
|
2023
Q2 | $417K | Hold |
2,325
| – | – | 0.3% | 36 |
|
2023
Q1 | $451K | Sell |
2,325
-85
| -4% | -$16.5K | 0.34% | 34 |
|
2022
Q4 | $419K | Hold |
2,410
| – | – | 0.31% | 37 |
|
2022
Q3 | $389K | Hold |
2,410
| – | – | 0.32% | 39 |
|
2022
Q2 | $440K | Sell |
2,410
-1,200
| -33% | -$219K | 0.35% | 38 |
|
2022
Q1 | $774K | Hold |
3,610
| – | – | 0.5% | 37 |
|
2021
Q4 | $774K | Sell |
3,610
-40
| -1% | -$8.58K | 0.5% | 37 |
|
2021
Q3 | $665K | Sell |
3,650
-115
| -3% | -$21K | 0.46% | 39 |
|
2021
Q2 | $783K | Hold |
3,765
| – | – | 0.51% | 35 |
|
2021
Q1 | $640K | Sell |
3,765
-50
| -1% | -$8.5K | 0.46% | 34 |
|
2020
Q4 | $642K | Buy |
+3,815
| New | +$642K | 0.45% | 32 |
|
2020
Q1 | $450K | Sell |
4,815
-130
| -3% | -$12.2K | 0.47% | 31 |
|
2019
Q4 | $579K | Sell |
4,945
-230
| -4% | -$26.9K | 0.44% | 33 |
|
2019
Q3 | $620K | Sell |
5,175
-300
| -5% | -$35.9K | 0.5% | 35 |
|
2019
Q2 | $565K | Hold |
5,475
| – | – | 0.5% | 35 |
|
2019
Q1 | $612K | Hold |
5,475
| – | – | 0.57% | 34 |
|
2018
Q4 | $534K | Hold |
5,475
| – | – | 0.57% | 34 |
|
2018
Q3 | $639K | Buy |
5,475
+35
| +0.6% | +$4.09K | 0.53% | 40 |
|
2018
Q2 | $578K | Sell |
5,440
-127
| -2% | -$13.5K | 0.51% | 42 |
|
2018
Q1 | $583K | Buy |
5,567
+200
| +4% | +$20.9K | 0.49% | 46 |
|
2017
Q4 | $639K | Hold |
5,367
| – | – | 0.53% | 46 |
|
2017
Q3 | $645K | Hold |
5,367
| – | – | 0.53% | 47 |
|
2017
Q2 | $594K | Buy |
5,367
+15
| +0.3% | +$1.66K | 0.53% | 50 |
|
2017
Q1 | $574K | Buy |
+5,352
| New | +$574K | 0.52% | 52 |
|