Hanson & Doremus Investment 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 | $67K | Buy |
+666
| New | +$67K | 0.01% | 297 |
|
|
2025
Q1 | – | Sell |
-113
| Closed | -$14K | – | 494 |
|
|
2024
Q4 | $14K | Buy |
113
+1
| +0.9% | +$124 | ﹤0.01% | 401 |
|
|
2024
Q3 | $15K | Buy |
112
+1
| +0.9% | +$134 | ﹤0.01% | 384 |
|
|
2024
Q2 | $15K | Sell |
111
-27
| -20% | -$3.65K | ﹤0.01% | 393 |
|
|
2024
Q1 | $21K | Sell |
138
-341
| -71% | -$51.9K | ﹤0.01% | 364 |
|
|
2023
Q4 | $75K | Hold |
479
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $75K | Buy |
479
+50
| +12% | +$7.83K | 0.02% | 262 |
|
|
2023
Q2 | $77K | Hold |
429
| – | – | 0.02% | 261 |
|
|
2023
Q1 | $83K | Sell |
429
-27
| -6% | -$5.22K | 0.02% | 255 |
|
|
2022
Q4 | $79K | Sell |
456
-265
| -37% | -$45.9K | 0.02% | 256 |
|
|
2022
Q3 | $116K | Buy |
721
+193
| +37% | +$31.1K | 0.03% | 223 |
|
|
2022
Q2 | $96K | Hold |
528
| – | – | 0.02% | 242 |
|
|
2022
Q1 | $113K | Buy |
528
+74
| +16% | +$15.8K | 0.02% | 248 |
|
|
2021
Q4 | $97K | Hold |
454
| – | – | 0.02% | 257 |
|
|
2021
Q3 | $83K | Sell |
454
-26
| -5% | -$4.75K | 0.02% | 256 |
|
|
2021
Q2 | $80K | Buy |
480
+6
| +1% | +$1K | 0.02% | 224 |
|
|
2021
Q1 | $81K | Sell |
474
-6
| -1% | -$1.03K | 0.02% | 256 |
|
|
2020
Q4 | $81K | Hold |
480
| – | – | 0.02% | 243 |
|
|
2020
Q3 | $80K | Hold |
480
| – | – | 0.02% | 224 |
|
|
2020
Q2 | $53K | Hold |
480
| – | – | 0.02% | 260 |
|
|
2020
Q1 | $45K | Hold |
480
| – | – | 0.02% | 271 |
|
|
2019
Q4 | $56K | Buy |
480
+265
| +123% | +$30.9K | 0.02% | 283 |
|
|
2019
Q3 | $26K | Hold |
215
| – | – | 0.01% | 327 |
|
|
2019
Q2 | $22K | Hold |
215
| – | – | 0.01% | 353 |
|
|
2019
Q1 | $24K | Hold |
215
| – | – | 0.01% | 339 |
|
|
2018
Q4 | $21K | Hold |
215
| – | – | 0.01% | 334 |
|
|
2018
Q3 | $25K | Hold |
215
| – | – | 0.01% | 341 |
|
|
2018
Q2 | $23K | Sell |
215
-185
| -46% | -$19.8K | 0.01% | 367 |
|
|
2018
Q1 | $42K | Sell |
400
-95
| -19% | -$9.98K | 0.01% | 319 |
|
|
2017
Q4 | $59K | Sell |
495
-7
| -1% | -$834 | 0.02% | 278 |
|
|
2017
Q3 | $60K | Buy |
502
+320
| +176% | +$38.2K | 0.02% | 266 |
|
|
2017
Q2 | $20K | Buy |
182
+7
| +4% | +$769 | 0.01% | 371 |
|
|
2017
Q1 | $19K | Hold |
175
| – | – | 0.01% | 361 |
|
|
2016
Q4 | $20.1K | Hold |
175
| – | – | 0.01% | 334 |
|
|
2016
Q3 | $19K | Hold |
175
| – | – | 0.01% | 324 |
|
|
2016
Q2 | $19K | Sell |
175
-150
| -46% | -$16.3K | 0.01% | 314 |
|
|
2016
Q1 | $34K | Hold |
325
| – | – | 0.02% | 281 |
|
|
2015
Q4 | $31K | Hold |
325
| – | – | 0.01% | 301 |
|
|
2015
Q3 | $32K | Hold |
325
| – | – | 0.02% | 287 |
|
|
2015
Q2 | $31K | Sell |
325
-30
| -8% | -$2.86K | 0.01% | 298 |
|
|
2015
Q1 | $34K | Hold |
355
| – | – | 0.01% | 288 |
|
|
2014
Q4 | $39K | Buy |
355
+30
| +9% | +$3.3K | 0.02% | 283 |
|
|
2014
Q3 | $32K | Hold |
325
| – | – | 0.01% | 289 |
|
|
2014
Q2 | $33K | Sell |
325
-76
| -19% | -$7.72K | 0.02% | 287 |
|
|
2014
Q1 | $39K | Hold |
401
| – | – | 0.02% | 272 |
|
|
2013
Q4 | $42K | Hold |
401
| – | – | 0.02% | 261 |
|
|
2013
Q3 | $37K | Hold |
401
| – | – | 0.02% | 258 |
|
|
2013
Q2 | $35K | Buy |
+401
| New | +$35K | 0.02% | 253 |
|