Godshalk Welsh Capital Management’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 | $497K | Sell |
4,920
-4,567
| -48% | -$461K | 0.31% | 87 |
|
|
2025
Q1 | $1.04M | Sell |
9,487
-250
| -3% | -$27.5K | 0.68% | 51 |
|
|
2024
Q4 | $1.23M | Hold |
9,737
| – | – | 0.79% | 39 |
|
|
2024
Q3 | $1.33M | Hold |
9,737
| – | – | 0.84% | 36 |
|
|
2024
Q2 | $1.33M | Hold |
9,737
| – | – | 0.89% | 31 |
|
|
2024
Q1 | $1.45M | Hold |
9,737
| – | – | 0.97% | 31 |
|
|
2023
Q4 | $1.53M | Hold |
9,737
| – | – | 1.1% | 30 |
|
|
2023
Q3 | $1.52M | Sell |
9,737
-600
| -6% | -$93.5K | 1.15% | 26 |
|
|
2023
Q2 | $1.85M | Sell |
10,337
-200
| -2% | -$35.9K | 1.28% | 24 |
|
|
2023
Q1 | $2.04M | Sell |
10,537
-50
| -0.5% | -$9.7K | 1.44% | 20 |
|
|
2022
Q4 | $1.84M | Sell |
10,587
-194
| -2% | -$33.7K | 1.34% | 23 |
|
|
2022
Q3 | $1.74M | Buy |
10,781
+64
| +0.6% | +$10.3K | 1.29% | 25 |
|
|
2022
Q2 | $1.96M | Sell |
10,717
-50
| -0.5% | -$9.13K | 1.4% | 22 |
|
|
2022
Q1 | $2.31M | Sell |
10,767
-218
| -2% | -$46.8K | 1.42% | 17 |
|
|
2021
Q4 | $2.36M | Sell |
10,985
-5
| -0% | -$1.07K | 1.34% | 20 |
|
|
2021
Q3 | $2M | Sell |
10,990
-15
| -0.1% | -$2.73K | 1.25% | 28 |
|
|
2021
Q2 | $2.35M | Sell |
11,005
-125
| -1% | -$26.7K | 1.45% | 19 |
|
|
2021
Q1 | $1.89M | Hold |
11,130
| – | – | 1.32% | 28 |
|
|
2020
Q4 | $1.87M | Hold |
11,130
| – | – | 1.38% | 24 |
|
|
2020
Q3 | $1.86M | Buy |
11,130
+50
| +0.5% | +$8.33K | 1.57% | 17 |
|
|
2020
Q2 | $1.23M | Buy |
11,080
+25
| +0.2% | +$2.78K | 1.15% | 30 |
|
|
2020
Q1 | $1.03M | Sell |
11,055
-75
| -0.7% | -$7.01K | 1.12% | 31 |
|
|
2019
Q4 | $1.3M | Hold |
11,130
| – | – | 1.07% | 32 |
|
|
2019
Q3 | $1.33M | Hold |
11,130
| – | – | 1.18% | 29 |
|
|
2019
Q2 | $1.15M | Buy |
11,130
+1,050
| +10% | +$108K | 1.06% | 34 |
|
|
2019
Q1 | $1.13M | Buy |
10,080
+800
| +9% | +$89.4K | 1.08% | 32 |
|
|
2018
Q4 | $905K | Buy |
9,280
+650
| +8% | +$63.4K | 1.01% | 34 |
|
|
2018
Q3 | $1.01M | Sell |
8,630
-425
| -5% | -$49.6K | 0.98% | 34 |
|
|
2018
Q2 | $962K | Buy |
9,055
+550
| +6% | +$58.4K | 1.01% | 33 |
|
|
2018
Q1 | $890K | Buy |
8,505
+650
| +8% | +$68K | 0.96% | 39 |
|
|
2017
Q4 | $936K | Hold |
7,855
| – | – | 0.95% | 37 |
|
|
2017
Q3 | $943K | Sell |
7,855
-215
| -3% | -$25.8K | 0.95% | 37 |
|
|
2017
Q2 | $892K | Sell |
8,070
-25
| -0.3% | -$2.76K | 0.89% | 44 |
|
|
2017
Q1 | $869K | Hold |
8,095
| – | – | 0.85% | 42 |
|
|
2016
Q4 | $928K | Buy |
8,095
+325
| +4% | +$37.3K | 0.95% | 38 |
|
|
2016
Q3 | $850K | Sell |
7,770
-43
| -0.6% | -$4.7K | 0.88% | 43 |
|
|
2016
Q2 | $863K | Sell |
7,813
-260
| -3% | -$28.7K | 0.91% | 37 |
|
|
2016
Q1 | $851K | Hold |
8,073
| – | – | 0.88% | 37 |
|
|
2015
Q4 | $777K | Hold |
8,073
| – | – | 0.81% | 44 |
|
|
2015
Q3 | $797K | Sell |
8,073
-50
| -0.6% | -$4.94K | 0.87% | 35 |
|
|
2015
Q2 | $787K | Hold |
8,123
| – | – | 0.8% | 47 |
|
|
2015
Q1 | $787K | Buy |
8,123
+100
| +1% | +$9.69K | 0.81% | 47 |
|
|
2014
Q4 | $892K | Buy |
+8,023
| New | +$892K | 0.81% | 40 |
|