Hendershot Investments’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 | $5.5M | Sell |
54,507
-6,748
| -11% | -$681K | 0.74% | 38 |
|
|
2025
Q1 | $6.74M | Sell |
61,255
-11,791
| -16% | -$1.3M | 0.92% | 33 |
|
|
2024
Q4 | $9.21M | Buy |
73,046
+6,610
| +10% | +$834K | 1.26% | 29 |
|
|
2024
Q3 | $9.06M | Buy |
66,436
+2,944
| +5% | +$401K | 1.23% | 29 |
|
|
2024
Q2 | $8.69M | Sell |
63,492
-381
| -0.6% | -$52.1K | 1.25% | 25 |
|
|
2024
Q1 | $9.49M | Sell |
63,873
-1,868
| -3% | -$278K | 1.36% | 26 |
|
|
2023
Q4 | $10.3M | Sell |
65,741
-1,635
| -2% | -$257K | 1.59% | 23 |
|
|
2023
Q3 | $10.5M | Sell |
67,376
-1,777
| -3% | -$277K | 1.76% | 19 |
|
|
2023
Q2 | $12.4M | Sell |
69,153
-1,281
| -2% | -$230K | 2% | 16 |
|
|
2023
Q1 | $13.7M | Sell |
70,434
-2,626
| -4% | -$509K | 2.3% | 15 |
|
|
2022
Q4 | $12.7M | Buy |
73,060
+2,788
| +4% | +$485K | 2.14% | 13 |
|
|
2022
Q3 | $11.4M | Buy |
70,272
+2,515
| +4% | +$406K | 2.14% | 12 |
|
|
2022
Q2 | $12.4M | Buy |
67,757
+15,551
| +30% | +$2.84M | 2.18% | 11 |
|
|
2022
Q1 | $11.2M | Buy |
52,206
+1,196
| +2% | +$256K | 1.71% | 15 |
|
|
2021
Q4 | $10.9M | Buy |
51,010
+2,619
| +5% | +$561K | 1.66% | 16 |
|
|
2021
Q3 | $8.81M | Sell |
48,391
-570
| -1% | -$104K | 1.66% | 22 |
|
|
2021
Q2 | $10.2M | Sell |
48,961
-1,000
| -2% | -$208K | 2.21% | 15 |
|
|
2021
Q1 | $8.49M | Buy |
49,961
+2,539
| +5% | +$432K | 1.97% | 21 |
|
|
2020
Q4 | $7.99M | Sell |
47,422
-935
| -2% | -$157K | 2.03% | 15 |
|
|
2020
Q3 | $8.06M | Sell |
48,357
-79,291
| -62% | -$13.2M | 2.29% | 17 |
|
|
2020
Q2 | $14.2M | Buy |
127,648
+5,860
| +5% | +$652K | 4.46% | 3 |
|
|
2020
Q1 | $11.4M | Buy |
121,788
+7,015
| +6% | +$655K | 4.17% | 4 |
|
|
2019
Q4 | $13.4M | Buy |
114,773
+1,196
| +1% | +$140K | 3.98% | 3 |
|
|
2019
Q3 | $13.6M | Buy |
113,577
+1,979
| +2% | +$237K | 4.35% | 2 |
|
|
2019
Q2 | $11.5M | Buy |
111,598
+4,695
| +4% | +$485K | 3.78% | 3 |
|
|
2019
Q1 | $11.9M | Buy |
106,903
+8,288
| +8% | +$926K | 4.09% | 3 |
|
|
2018
Q4 | $9.62M | Sell |
98,615
-813
| -0.8% | -$79.3K | 3.79% | 4 |
|
|
2018
Q3 | $11.6M | Buy |
99,428
+2,131
| +2% | +$249K | 4.11% | 3 |
|
|
2018
Q2 | $10.3M | Buy |
97,297
+2,315
| +2% | +$246K | 3.97% | 4 |
|
|
2018
Q1 | $9.94M | Buy |
94,982
+13,313
| +16% | +$1.39M | 4.03% | 4 |
|
|
2017
Q4 | $9.73M | Buy |
81,669
+135
| +0.2% | +$16.1K | 3.91% | 5 |
|
|
2017
Q3 | $9.79M | Buy |
81,534
+1,126
| +1% | +$135K | 4.17% | 5 |
|
|
2017
Q2 | $8.89M | Buy |
80,408
+95
| +0.1% | +$10.5K | 3.99% | 5 |
|
|
2017
Q1 | $8.62M | Buy |
80,313
+365
| +0.5% | +$39.2K | 4% | 5 |
|
|
2016
Q4 | $9.17M | Sell |
79,948
-807
| -1% | -$92.5K | 4.39% | 4 |
|
|
2016
Q3 | $8.83M | Sell |
80,755
-579
| -0.7% | -$63.3K | 4.38% | 4 |
|
|
2016
Q2 | $8.76M | Buy |
81,334
+2,337
| +3% | +$252K | 4.5% | 4 |
|
|
2016
Q1 | $8.33M | Buy |
78,997
+2,075
| +3% | +$219K | 4.2% | 3 |
|
|
2015
Q4 | $7.4M | Buy |
76,922
+3,604
| +5% | +$347K | 3.96% | 5 |
|
|
2015
Q3 | $7.24M | Buy |
73,318
+109
| +0.1% | +$10.8K | 4.02% | 4 |
|
|
2015
Q2 | $7.1M | Buy |
73,209
+1,855
| +3% | +$180K | 3.71% | 5 |
|
|
2015
Q1 | $6.92M | Buy |
71,354
+2,193
| +3% | +$213K | 3.65% | 5 |
|
|
2014
Q4 | $7.69M | Buy |
69,161
+455
| +0.7% | +$50.6K | 4.03% | 4 |
|
|
2014
Q3 | $6.75M | Buy |
68,706
+4,720
| +7% | +$464K | 3.8% | 4 |
|
|
2014
Q2 | $6.57M | Sell |
63,986
-466
| -0.7% | -$47.8K | 3.87% | 6 |
|
|
2014
Q1 | $6.28M | Sell |
64,452
-403
| -0.6% | -$39.2K | 3.87% | 6 |
|
|
2013
Q4 | $6.82M | Sell |
64,855
-970
| -1% | -$102K | 4.42% | 4 |
|
|
2013
Q3 | $6.01M | Buy |
65,825
+2,620
| +4% | +$239K | 4.23% | 4 |
|
|
2013
Q2 | $5.47M | Buy |
+63,205
| New | +$5.47M | 4.14% | 4 |
|