Graybill Wealth Management’s United Parcel Service UPS Stock Holding History

Graybill Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-240	Closed	-$26.4K	–	177
2025 Q1	$26.4K	Buy	+240	New	+$26.4K	0.01%	114
2021 Q3	–	Sell	-12,480	Closed	-$2.6M	–	55
2021 Q2	$2.6M	Sell	12,480 -300	-2%	-$62.4K	1.28%	43
2021 Q1	$2.17M	Buy	12,780 +25	+0.2%	+$4.25K	1.15%	43
2020 Q4	$2.15M	Sell	12,755 -200	-2%	-$33.7K	1.21%	40
2020 Q3	$2.16M	Sell	12,955 -15	-0.1%	-$2.5K	1.41%	38
2020 Q2	$1.44M	Hold	12,970	–	–	1.06%	40
2020 Q1	$1.21M	Sell	12,970 -35	-0.3%	-$3.27K	1.07%	36
2019 Q4	$1.52M	Sell	13,005 -165	-1%	-$19.3K	0.95%	40
2019 Q3	$1.58M	Sell	13,170 -495	-4%	-$59.3K	1.07%	40
2019 Q2	$1.41M	Hold	13,665	–	–	0.97%	39
2019 Q1	$1.53M	Sell	13,665 -375	-3%	-$41.9K	1.07%	41
2018 Q4	$1.37M	Hold	14,040	–	–	1.14%	39
2018 Q3	$1.64M	Hold	14,040	–	–	1.19%	41
2018 Q2	$1.49M	Hold	14,040	–	–	1.14%	41
2018 Q1	$1.47M	Sell	14,040 -2,750	-16%	-$288K	1.12%	41
2017 Q4	$2M	Sell	16,790 -210	-1%	-$25K	1.44%	42
2017 Q3	$2.04M	Hold	17,000	–	–	1.51%	42
2017 Q2	$1.88M	Hold	17,000	–	–	1.49%	40
2017 Q1	$1.82M	Hold	17,000	–	–	1.45%	41
2016 Q4	$1.95M	Hold	17,000	–	–	1.66%	34
2016 Q3	$1.86M	Hold	17,000	–	–	1.73%	36
2016 Q2	$1.83M	Hold	17,000	–	–	1.69%	37
2016 Q1	$1.79M	Sell	17,000 -1,300	-7%	-$137K	1.62%	38
2015 Q4	$1.76M	Hold	18,300	–	–	1.52%	40
2015 Q3	$1.81M	Hold	18,300	–	–	1.48%	40
2015 Q2	$1.77M	Hold	18,300	–	–	1.31%	46
2015 Q1	$1.77M	Hold	18,300	–	–	1.33%	46
2014 Q4	$2.03M	Sell	18,300 -1,000	-5%	-$111K	1.54%	40
2014 Q3	$1.9M	Hold	19,300	–	–	1.45%	44
2014 Q2	$1.98M	Hold	19,300	–	–	1.53%	42
2014 Q1	$1.88M	Hold	19,300	–	–	1.55%	42
2013 Q4	$2.03M	Sell	19,300 -700	-4%	-$73.6K	1.77%	38
2013 Q3	$1.83M	Hold	20,000	–	–	1.56%	39
2013 Q2	$1.73M	Buy	+20,000	New	+$1.73M	1.55%	41