Greenwood Capital Associates’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 | $931K | Sell |
9,228
-1,448
| -14% | -$146K | 0.12% | 143 |
|
|
2025
Q1 | $1.17M | Buy |
10,676
+5,176
| +94% | +$569K | 0.16% | 123 |
|
|
2024
Q4 | $694K | Buy |
+5,500
| New | +$694K | 0.09% | 160 |
|
|
2024
Q2 | – | Sell |
-1,382
| Closed | -$205K | – | 261 |
|
|
2024
Q1 | $205K | Buy |
1,382
+13
| +0.9% | +$1.93K | 0.03% | 245 |
|
|
2023
Q4 | $215K | Buy |
+1,369
| New | +$215K | 0.03% | 240 |
|
|
2023
Q3 | – | Sell |
-1,830
| Closed | -$328K | – | 268 |
|
|
2023
Q2 | $328K | Sell |
1,830
-36,781
| -95% | -$6.59M | 0.05% | 212 |
|
|
2023
Q1 | $7.49M | Sell |
38,611
-1,102
| -3% | -$214K | 1.08% | 31 |
|
|
2022
Q4 | $6.9M | Sell |
39,713
-239
| -0.6% | -$41.5K | 1.13% | 32 |
|
|
2022
Q3 | $6.45M | Buy |
39,952
+7
| +0% | +$1.13K | 1.11% | 32 |
|
|
2022
Q2 | $7.29M | Buy |
39,945
+39,767
| +22,341% | +$7.26M | 1.17% | 29 |
|
|
2022
Q1 | $38K | Sell |
178
-45,717
| -100% | -$9.76M | 0.01% | 180 |
|
|
2021
Q4 | $9.84M | Sell |
45,895
-980
| -2% | -$210K | 1.39% | 24 |
|
|
2021
Q3 | $8.54M | Sell |
46,875
-14,174
| -23% | -$2.58M | 1.31% | 25 |
|
|
2021
Q2 | $12.7M | Sell |
61,049
-15,067
| -20% | -$3.13M | 1.92% | 13 |
|
|
2021
Q1 | $12.9M | Buy |
76,116
+10,432
| +16% | +$1.77M | 2.03% | 12 |
|
|
2020
Q4 | $11.1M | Buy |
65,684
+3,742
| +6% | +$630K | 1.86% | 12 |
|
|
2020
Q3 | $10.3M | Buy |
61,942
+17,668
| +40% | +$2.94M | 2.01% | 13 |
|
|
2020
Q2 | $4.92M | Buy |
+44,274
| New | +$4.92M | 1.12% | 37 |
|
|
2018
Q3 | – | Sell |
-23,629
| Closed | -$2.51M | – | 222 |
|
|
2018
Q2 | $2.51M | Buy |
23,629
+322
| +1% | +$34.2K | 0.58% | 67 |
|
|
2018
Q1 | $2.44M | Buy |
+23,307
| New | +$2.44M | 0.59% | 73 |
|
|
2017
Q2 | – | Sell |
-46,272
| Closed | -$4.97M | – | 226 |
|
|
2017
Q1 | $4.97M | Buy |
46,272
+571
| +1% | +$61.3K | 1.3% | 17 |
|
|
2016
Q4 | $5.24M | Buy |
45,701
+33
| +0.1% | +$3.78K | 1.48% | 16 |
|
|
2016
Q3 | $4.99M | Buy |
45,668
+61
| +0.1% | +$6.67K | 1.52% | 13 |
|
|
2016
Q2 | $4.91M | Sell |
45,607
-520
| -1% | -$56K | 1.51% | 14 |
|
|
2016
Q1 | $4.87M | Sell |
46,127
-2,204
| -5% | -$232K | 1.53% | 14 |
|
|
2015
Q4 | $4.65M | Buy |
48,331
+272
| +0.6% | +$26.2K | 1.5% | 17 |
|
|
2015
Q3 | $4.74M | Sell |
48,059
-1,185
| -2% | -$117K | 1.68% | 12 |
|
|
2015
Q2 | $4.77M | Sell |
49,244
-91
| -0.2% | -$8.82K | 1.44% | 23 |
|
|
2015
Q1 | $4.78M | Sell |
49,335
-1,312
| -3% | -$127K | 1.37% | 21 |
|
|
2014
Q4 | $5.63M | Sell |
50,647
-86
| -0.2% | -$9.56K | 1.63% | 12 |
|
|
2014
Q3 | $4.99M | Buy |
50,733
+740
| +1% | +$72.7K | 1.53% | 16 |
|
|
2014
Q2 | $5.13M | Buy |
49,993
+1,151
| +2% | +$118K | 1.59% | 15 |
|
|
2014
Q1 | $4.76M | Buy |
48,842
+11,912
| +32% | +$1.16M | 1.53% | 18 |
|
|
2013
Q4 | $3.88M | Sell |
36,930
-468
| -1% | -$49.2K | 1.21% | 31 |
|
|
2013
Q3 | $3.42M | Buy |
37,398
+475
| +1% | +$43.4K | 1.21% | 32 |
|
|
2013
Q2 | $3.19M | Buy |
+36,923
| New | +$3.19M | 1.39% | 25 |
|