GC
Gilbert & Cook’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Buy |
41,167
+1,801
| +5% | +$182K | 0.56% | 16 |
|
|
2025
Q1 | $4.33M | Sell |
39,366
-12,774
| -24% | -$1.41M | 0.63% | 15 |
|
|
2024
Q4 | $6.57M | Sell |
52,140
-3,419
| -6% | -$431K | 0.93% | 13 |
|
|
2024
Q3 | $7.57M | Sell |
55,559
-5,149
| -8% | -$702K | 1.04% | 11 |
|
|
2024
Q2 | $8.31M | Sell |
60,708
-723
| -1% | -$98.9K | 1.21% | 10 |
|
|
2024
Q1 | $9.13M | Sell |
61,431
-12,569
| -17% | -$1.87M | 1.24% | 11 |
|
|
2023
Q4 | $11.6M | Buy |
74,000
+540
| +0.7% | +$84.9K | 1.65% | 10 |
|
|
2023
Q3 | $11.5M | Buy |
73,460
+11,712
| +19% | +$1.83M | 1.81% | 9 |
|
|
2023
Q2 | $11.1M | Buy |
61,748
+2,222
| +4% | +$398K | 1.77% | 10 |
|
|
2023
Q1 | $11.5M | Sell |
59,526
-81
| -0.1% | -$15.7K | 1.99% | 9 |
|
|
2022
Q4 | $10.4M | Sell |
59,607
-10
| -0% | -$1.74K | 1.89% | 9 |
|
|
2022
Q3 | $9.81M | Buy |
59,617
+35
| +0.1% | +$5.76K | 2.18% | 9 |
|
|
2022
Q2 | $10.9M | Buy |
59,582
+8,883
| +18% | +$1.62M | 1.95% | 11 |
|
|
2022
Q1 | $10.9M | Sell |
50,699
-2,993
| -6% | -$642K | 1.76% | 11 |
|
|
2021
Q4 | $11.5M | Sell |
53,692
-105
| -0.2% | -$22.5K | 1.85% | 11 |
|
|
2021
Q3 | $9.8M | Buy |
53,797
+182
| +0.3% | +$33.1K | 1.75% | 11 |
|
|
2021
Q2 | $11.2M | Sell |
53,615
-5,455
| -9% | -$1.13M | 2.01% | 11 |
|
|
2021
Q1 | $10M | Sell |
59,070
-3,000
| -5% | -$510K | 1.97% | 12 |
|
|
2020
Q4 | $10.5M | Sell |
62,070
-1,457
| -2% | -$245K | 2.25% | 11 |
|
|
2020
Q3 | $10.6M | Sell |
63,527
-18,297
| -22% | -$3.05M | 2.51% | 11 |
|
|
2020
Q2 | $9.1M | Sell |
81,824
-2,079
| -2% | -$231K | 2.28% | 12 |
|
|
2020
Q1 | $7.84M | Sell |
83,903
-8,334
| -9% | -$779K | 2.3% | 11 |
|
|
2019
Q4 | $10.8M | Sell |
92,237
-2,018
| -2% | -$236K | 2.65% | 12 |
|
|
2019
Q3 | $11.3M | Sell |
94,255
-16,208
| -15% | -$1.94M | 3.16% | 12 |
|
|
2019
Q2 | $11.4M | Buy |
110,463
+3,702
| +3% | +$382K | 3.34% | 10 |
|
|
2019
Q1 | $11.9M | Buy |
106,761
+934
| +0.9% | +$104K | 3.63% | 10 |
|
|
2018
Q4 | $10.3M | Sell |
105,827
-735
| -0.7% | -$71.7K | 3.65% | 9 |
|
|
2018
Q3 | $12.4M | Sell |
106,562
-1,272
| -1% | -$149K | 3.86% | 7 |
|
|
2018
Q2 | $11.5M | Buy |
107,834
+3,119
| +3% | +$331K | 3.86% | 8 |
|
|
2018
Q1 | $11M | Sell |
104,715
-939
| -0.9% | -$98.3K | 3.84% | 7 |
|
|
2017
Q4 | $12.6M | Sell |
105,654
-4,413
| -4% | -$526K | 4.38% | 8 |
|
|
2017
Q3 | $13.2M | Buy |
110,067
+2,111
| +2% | +$254K | 4.83% | 6 |
|
|
2017
Q2 | $11.9M | Buy |
107,956
+14,875
| +16% | +$1.65M | 4.22% | 6 |
|
|
2017
Q1 | $9.99M | Sell |
93,081
-2,223
| -2% | -$239K | 4.11% | 8 |
|
|
2016
Q4 | $10.9M | Buy |
+95,304
| New | +$10.9M | 4.83% | 6 |
|