Harbour 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 | $1.68M | Sell |
16,608
-231
| -1% | -$23.3K | 0.73% | 42 |
|
|
2025
Q1 | $1.85M | Buy |
16,839
+1,829
| +12% | +$201K | 0.84% | 40 |
|
|
2024
Q4 | $1.89M | Sell |
15,010
-150
| -1% | -$18.9K | 0.83% | 39 |
|
|
2024
Q3 | $2.07M | Buy |
15,160
+70
| +0.5% | +$9.54K | 0.92% | 37 |
|
|
2024
Q2 | $2.07M | Buy |
15,090
+20
| +0.1% | +$2.74K | 0.95% | 37 |
|
|
2024
Q1 | $2.24M | Buy |
15,070
+77
| +0.5% | +$11.4K | 1.05% | 38 |
|
|
2023
Q4 | $2.36M | Hold |
14,993
| – | – | 1.23% | 32 |
|
|
2023
Q3 | $2.34M | Sell |
14,993
-195
| -1% | -$30.4K | 1.33% | 30 |
|
|
2023
Q2 | $2.72M | Sell |
15,188
-50
| -0.3% | -$8.96K | 1.43% | 25 |
|
|
2023
Q1 | $2.96M | Buy |
15,238
+49
| +0.3% | +$9.51K | 1.64% | 19 |
|
|
2022
Q4 | $2.64M | Hold |
15,189
| – | – | 1.52% | 25 |
|
|
2022
Q3 | $2.45M | Sell |
15,189
-25
| -0.2% | -$4.04K | 1.54% | 24 |
|
|
2022
Q2 | $2.78M | Sell |
15,214
-500
| -3% | -$91.3K | 1.67% | 24 |
|
|
2022
Q1 | $3.37M | Sell |
15,714
-325
| -2% | -$69.7K | 1.64% | 20 |
|
|
2021
Q4 | $3.44M | Buy |
16,039
+50
| +0.3% | +$10.7K | 1.57% | 22 |
|
|
2021
Q3 | $2.91M | Sell |
15,989
-1,718
| -10% | -$313K | 1.48% | 26 |
|
|
2021
Q2 | $3.68M | Sell |
17,707
-376
| -2% | -$78.2K | 1.85% | 16 |
|
|
2021
Q1 | $3.07M | Buy |
18,083
+575
| +3% | +$97.7K | 1.64% | 21 |
|
|
2020
Q4 | $2.95M | Buy |
17,508
+155
| +0.9% | +$26.1K | 1.65% | 18 |
|
|
2020
Q3 | $2.89M | Sell |
17,353
-1,404
| -7% | -$234K | 1.79% | 20 |
|
|
2020
Q2 | $2.09M | Sell |
18,757
-699
| -4% | -$77.7K | 1.46% | 31 |
|
|
2020
Q1 | $1.82M | Buy |
19,456
+985
| +5% | +$92K | 1.46% | 31 |
|
|
2019
Q4 | $2.16M | Buy |
18,471
+596
| +3% | +$69.8K | 1.42% | 34 |
|
|
2019
Q3 | $2.14M | Buy |
17,875
+1,771
| +11% | +$212K | 1.52% | 33 |
|
|
2019
Q2 | $1.66M | Sell |
16,104
-1,040
| -6% | -$107K | 1.17% | 41 |
|
|
2019
Q1 | $1.92M | Sell |
17,144
-345
| -2% | -$38.6K | 1.42% | 37 |
|
|
2018
Q4 | $1.71M | Sell |
17,489
-446
| -2% | -$43.5K | 1.4% | 35 |
|
|
2018
Q3 | $2.09M | Sell |
17,935
-75
| -0.4% | -$8.76K | 1.53% | 30 |
|
|
2018
Q2 | $1.91M | Sell |
18,010
-700
| -4% | -$74.4K | 1.5% | 32 |
|
|
2018
Q1 | $1.96M | Sell |
18,710
-430
| -2% | -$45K | 1.46% | 32 |
|
|
2017
Q4 | $2.28M | Sell |
19,140
-1,300
| -6% | -$155K | 1.61% | 26 |
|
|
2017
Q3 | $2.46M | Sell |
20,440
-165
| -0.8% | -$19.8K | 1.72% | 21 |
|
|
2017
Q2 | $2.28M | Sell |
20,605
-355
| -2% | -$39.3K | 1.66% | 24 |
|
|
2017
Q1 | $2.25M | Sell |
20,960
-325
| -2% | -$34.9K | 1.66% | 22 |
|
|
2016
Q4 | $2.44M | Sell |
21,285
-50
| -0.2% | -$5.73K | 1.85% | 17 |
|
|
2016
Q3 | $2.33M | Sell |
21,335
-100
| -0.5% | -$10.9K | 1.79% | 19 |
|
|
2016
Q2 | $2.31M | Sell |
21,435
-325
| -1% | -$35K | 1.77% | 20 |
|
|
2016
Q1 | $2.3M | Sell |
21,760
-200
| -0.9% | -$21.1K | 1.76% | 21 |
|
|
2015
Q4 | $2.11M | Sell |
21,960
-150
| -0.7% | -$14.4K | 1.65% | 20 |
|
|
2015
Q3 | $2.18M | Hold |
22,110
| – | – | 1.76% | 19 |
|
|
2015
Q2 | $2.14M | Sell |
22,110
-110
| -0.5% | -$10.7K | 1.61% | 20 |
|
|
2015
Q1 | $2.15M | Sell |
22,220
-5,500
| -20% | -$533K | 1.58% | 21 |
|
|
2014
Q4 | $3.08M | Sell |
27,720
-50
| -0.2% | -$5.56K | 1.94% | 15 |
|
|
2014
Q3 | $2.73M | Sell |
27,770
-850
| -3% | -$83.6K | 1.82% | 17 |
|
|
2014
Q2 | $2.94M | Sell |
28,620
-575
| -2% | -$59K | 1.87% | 15 |
|
|
2014
Q1 | $2.84M | Buy |
29,195
+265
| +0.9% | +$25.8K | 1.86% | 16 |
|
|
2013
Q4 | $3.04M | Sell |
28,930
-315
| -1% | -$33.1K | 2.03% | 14 |
|
|
2013
Q3 | $2.67M | Sell |
29,245
-1,285
| -4% | -$117K | 1.86% | 15 |
|
|
2013
Q2 | $2.64M | Buy |
+30,530
| New | +$2.64M | 1.94% | 16 |
|