Glenview 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 | $5.88M | Buy |
58,300
+1,056
| +2% | +$107K | 0.1% | 135 |
|
|
2025
Q1 | $6.3M | Sell |
57,244
-399
| -0.7% | -$43.9K | 0.12% | 127 |
|
|
2024
Q4 | $7.27M | Sell |
57,643
-554
| -1% | -$69.9K | 0.14% | 114 |
|
|
2024
Q3 | $7.93M | Sell |
58,197
-2,286
| -4% | -$312K | 0.15% | 112 |
|
|
2024
Q2 | $8.28M | Sell |
60,483
-647
| -1% | -$88.5K | 0.17% | 107 |
|
|
2024
Q1 | $9.09M | Sell |
61,130
-851
| -1% | -$126K | 0.2% | 102 |
|
|
2023
Q4 | $9.75M | Buy |
61,981
+860
| +1% | +$135K | 0.24% | 97 |
|
|
2023
Q3 | $9.53M | Sell |
61,121
-220
| -0.4% | -$34.3K | 0.26% | 89 |
|
|
2023
Q2 | $11M | Buy |
61,341
+18,414
| +43% | +$3.3M | 0.3% | 82 |
|
|
2023
Q1 | $8.33M | Sell |
42,927
-72
| -0.2% | -$14K | 0.25% | 96 |
|
|
2022
Q4 | $7.47M | Buy |
42,999
+1,238
| +3% | +$215K | 0.25% | 95 |
|
|
2022
Q3 | $6.75M | Sell |
41,761
-5,234
| -11% | -$845K | 0.26% | 91 |
|
|
2022
Q2 | $8.58M | Buy |
46,995
+253
| +0.5% | +$46.2K | 0.32% | 82 |
|
|
2022
Q1 | $10M | Sell |
46,742
-385
| -0.8% | -$82.6K | 0.33% | 80 |
|
|
2021
Q4 | $10.1M | Buy |
47,127
+75
| +0.2% | +$16.1K | 0.33% | 79 |
|
|
2021
Q3 | $8.57M | Sell |
47,052
-307
| -0.6% | -$55.9K | 0.33% | 79 |
|
|
2021
Q2 | $9.85M | Sell |
47,359
-30
| -0.1% | -$6.24K | 0.38% | 76 |
|
|
2021
Q1 | $8.06M | Sell |
47,389
-299
| -0.6% | -$50.8K | 0.35% | 81 |
|
|
2020
Q4 | $8.03M | Sell |
47,688
-1,645
| -3% | -$277K | 0.37% | 77 |
|
|
2020
Q3 | $8.22M | Sell |
49,333
-3,253
| -6% | -$542K | 0.43% | 69 |
|
|
2020
Q2 | $5.85M | Sell |
52,586
-3,025
| -5% | -$336K | 0.33% | 80 |
|
|
2020
Q1 | $5.2M | Sell |
55,611
-51,202
| -48% | -$4.78M | 0.36% | 78 |
|
|
2019
Q4 | $12.5M | Sell |
106,813
-214
| -0.2% | -$25.1K | 0.7% | 46 |
|
|
2019
Q3 | $12.8M | Buy |
107,027
+2,758
| +3% | +$330K | 0.78% | 39 |
|
|
2019
Q2 | $10.8M | Buy |
104,269
+2,566
| +3% | +$265K | 0.67% | 44 |
|
|
2019
Q1 | $11.4M | Buy |
101,703
+8,822
| +9% | +$986K | 0.73% | 39 |
|
|
2018
Q4 | $9.06M | Sell |
92,881
-14,822
| -14% | -$1.45M | 0.67% | 45 |
|
|
2018
Q3 | $12.6M | Buy |
107,703
+3,870
| +4% | +$452K | 0.79% | 37 |
|
|
2018
Q2 | $11M | Sell |
103,833
-2,436
| -2% | -$259K | 0.82% | 33 |
|
|
2018
Q1 | $11.1M | Buy |
106,269
+27,108
| +34% | +$2.84M | 0.77% | 37 |
|
|
2017
Q4 | $9.43M | Buy |
79,161
+35,300
| +80% | +$4.21M | 0.65% | 51 |
|
|
2017
Q3 | $5.27M | Buy |
43,861
+965
| +2% | +$116K | 0.39% | 85 |
|
|
2017
Q2 | $4.74M | Sell |
42,896
-11
| -0% | -$1.22K | 0.37% | 89 |
|
|
2017
Q1 | $4.6M | Sell |
42,907
-1,599
| -4% | -$172K | 0.36% | 86 |
|
|
2016
Q4 | $5.1M | Buy |
+44,506
| New | +$5.1M | 0.42% | 79 |
|
|
2015
Q4 | $3.52M | Buy |
+36,575
| New | +$3.52M | 0.37% | 75 |
|
|
2014
Q4 | $4.18M | Buy |
+37,568
| New | +$4.18M | 0.45% | 62 |
|
|
2013
Q4 | $4.1M | Buy |
+39,003
| New | +$4.1M | 0.47% | 59 |
|