Hamel 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 | $516K | Sell |
5,115
-95
| -2% | -$9.59K | 0.17% | 58 |
|
|
2025
Q1 | $573K | Sell |
5,210
-6,210
| -54% | -$683K | 0.19% | 60 |
|
|
2024
Q4 | $1.44M | Hold |
11,420
| – | – | 0.46% | 47 |
|
|
2024
Q3 | $1.56M | Sell |
11,420
-46,320
| -80% | -$6.31M | 0.48% | 49 |
|
|
2024
Q2 | $7.9M | Buy |
57,740
+776
| +1% | +$106K | 2.49% | 12 |
|
|
2024
Q1 | $8.47M | Buy |
56,964
+320
| +0.6% | +$47.6K | 2.72% | 11 |
|
|
2023
Q4 | $8.91M | Buy |
56,644
+486
| +0.9% | +$76.4K | 3.14% | 10 |
|
|
2023
Q3 | $8.75M | Buy |
56,158
+152
| +0.3% | +$23.7K | 3.2% | 9 |
|
|
2023
Q2 | $10M | Sell |
56,006
-1,195
| -2% | -$214K | 3.51% | 6 |
|
|
2023
Q1 | $11.1M | Buy |
57,201
+272
| +0.5% | +$52.8K | 3.84% | 3 |
|
|
2022
Q4 | $9.9M | Buy |
56,929
+845
| +2% | +$147K | 3.44% | 7 |
|
|
2022
Q3 | $9.06M | Sell |
56,084
-140
| -0.2% | -$22.6K | 3.59% | 6 |
|
|
2022
Q2 | $10.3M | Buy |
56,224
+620
| +1% | +$113K | 4.05% | 3 |
|
|
2022
Q1 | $11.9M | Sell |
55,604
-2,590
| -4% | -$555K | 4.24% | 4 |
|
|
2021
Q4 | $12.5M | Sell |
58,194
-390
| -0.7% | -$83.6K | 4.47% | 2 |
|
|
2021
Q3 | $10.7M | Sell |
58,584
-2,535
| -4% | -$462K | 4.16% | 4 |
|
|
2021
Q2 | $12.7M | Sell |
61,119
-3,792
| -6% | -$789K | 4.85% | 2 |
|
|
2021
Q1 | $11M | Sell |
64,911
-2,443
| -4% | -$415K | 4.25% | 4 |
|
|
2020
Q4 | $11.3M | Sell |
67,354
-835
| -1% | -$141K | 4.65% | 4 |
|
|
2020
Q3 | $11.4M | Buy |
68,189
+415
| +0.6% | +$69.1K | 5.04% | 3 |
|
|
2020
Q2 | $7.54M | Buy |
67,774
+1,513
| +2% | +$168K | 3.63% | 6 |
|
|
2020
Q1 | $6.19M | Buy |
66,261
+10,165
| +18% | +$950K | 3.27% | 10 |
|
|
2019
Q4 | $6.57M | Sell |
56,096
-50
| -0.1% | -$5.85K | 2.7% | 13 |
|
|
2019
Q3 | $6.73M | Buy |
56,146
+250
| +0.4% | +$30K | 2.87% | 11 |
|
|
2019
Q2 | $5.77M | Buy |
55,896
+1,385
| +3% | +$143K | 2.53% | 14 |
|
|
2019
Q1 | $6.09M | Buy |
54,511
+1,925
| +4% | +$215K | 2.73% | 13 |
|
|
2018
Q4 | $5.13M | Buy |
52,586
+1,350
| +3% | +$132K | 2.56% | 12 |
|
|
2018
Q3 | $5.98M | Buy |
51,236
+925
| +2% | +$108K | 2.59% | 9 |
|
|
2018
Q2 | $5.35M | Buy |
50,311
+890
| +2% | +$94.6K | 2.46% | 12 |
|
|
2018
Q1 | $5.17K | Buy |
49,421
+13,551
| +38% | +$1.42K | 0.35% | 14 |
|
|
2017
Q4 | $4.27M | Sell |
35,870
-150
| -0.4% | -$17.9K | 2.02% | 17 |
|
|
2017
Q3 | $4.33M | Hold |
36,020
| – | – | 2.11% | 18 |
|
|
2017
Q2 | $3.98M | Sell |
36,020
-225
| -0.6% | -$24.9K | 2% | 21 |
|
|
2017
Q1 | $3.89M | Sell |
36,245
-500
| -1% | -$53.6K | 1.98% | 23 |
|
|
2016
Q4 | $4.21M | Sell |
36,745
-100
| -0.3% | -$11.5K | 2.17% | 18 |
|
|
2016
Q3 | $4.03M | Hold |
36,845
| – | – | 2.13% | 18 |
|
|
2016
Q2 | $3.97M | Sell |
36,845
-160
| -0.4% | -$17.2K | 2.06% | 18 |
|
|
2016
Q1 | $3.9M | Buy |
37,005
+462
| +1% | +$48.7K | 2.07% | 17 |
|
|
2015
Q4 | $3.52M | Buy |
36,543
+1,925
| +6% | +$185K | 2.24% | 15 |
|
|
2015
Q3 | $3.42M | Buy |
34,618
+10,360
| +43% | +$1.02M | 2.43% | 13 |
|
|
2015
Q2 | $2.35M | Buy |
24,258
+14,390
| +146% | +$1.39M | 1.55% | 22 |
|
|
2015
Q1 | $956K | Hold |
9,868
| – | – | 0.63% | 54 |
|
|
2014
Q4 | $1.1M | Buy |
9,868
+525
| +6% | +$58.4K | 0.71% | 50 |
|
|
2014
Q3 | $919K | Hold |
9,343
| – | – | 0.61% | 53 |
|
|
2014
Q2 | $959K | Sell |
9,343
-267
| -3% | -$27.4K | 0.63% | 53 |
|
|
2014
Q1 | $935K | Sell |
9,610
-150
| -2% | -$14.6K | 0.65% | 51 |
|
|
2013
Q4 | $1.03M | Buy |
+9,760
| New | +$1.03M | 0.72% | 49 |
|