Hutner Capital 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 | $444K | Sell |
4,403
-149
| -3% | -$15K | 0.2% | 41 |
|
|
2025
Q1 | $501K | Sell |
4,552
-699
| -13% | -$76.9K | 0.21% | 40 |
|
|
2024
Q4 | $662K | Sell |
5,251
-20
| -0.4% | -$2.52K | 0.32% | 36 |
|
|
2024
Q3 | $719K | Sell |
5,271
-54
| -1% | -$7.36K | 0.36% | 35 |
|
|
2024
Q2 | $729K | Sell |
5,325
-181
| -3% | -$24.8K | 0.4% | 35 |
|
|
2024
Q1 | $818K | Sell |
5,506
-109
| -2% | -$16.2K | 0.44% | 34 |
|
|
2023
Q4 | $883K | Sell |
5,615
-3,284
| -37% | -$516K | 0.52% | 33 |
|
|
2023
Q3 | $1.39M | Sell |
8,899
-87
| -1% | -$13.6K | 0.85% | 30 |
|
|
2023
Q2 | $1.61M | Buy |
8,986
+1
| +0% | +$179 | 0.94% | 28 |
|
|
2023
Q1 | $1.74M | Sell |
8,985
-13
| -0.1% | -$2.52K | 1.06% | 26 |
|
|
2022
Q4 | $1.56M | Buy |
8,998
+92
| +1% | +$16K | 0.97% | 26 |
|
|
2022
Q3 | $1.44M | Sell |
8,906
-1,540
| -15% | -$249K | 1.01% | 25 |
|
|
2022
Q2 | $1.91M | Hold |
10,446
| – | – | 1.25% | 24 |
|
|
2022
Q1 | $2.24M | Sell |
10,446
-41
| -0.4% | -$8.79K | 1.28% | 23 |
|
|
2021
Q4 | $2.25M | Sell |
10,487
-95
| -0.9% | -$20.4K | 1.31% | 22 |
|
|
2021
Q3 | $1.93M | Sell |
10,582
-785
| -7% | -$143K | 1.26% | 23 |
|
|
2021
Q2 | $2.36M | Sell |
11,367
-1,029
| -8% | -$214K | 1.51% | 21 |
|
|
2021
Q1 | $2.11M | Buy |
12,396
+725
| +6% | +$123K | 1.38% | 24 |
|
|
2020
Q4 | $1.97M | Sell |
11,671
-35
| -0.3% | -$5.89K | 1.37% | 22 |
|
|
2020
Q3 | $1.95M | Buy |
11,706
+1,601
| +16% | +$267K | 1.45% | 23 |
|
|
2020
Q2 | $1.12M | Buy |
10,105
+939
| +10% | +$104K | 0.95% | 28 |
|
|
2020
Q1 | $856K | Sell |
9,166
-1,249
| -12% | -$117K | 0.78% | 29 |
|
|
2019
Q4 | $1.22M | Buy |
10,415
+55
| +0.5% | +$6.44K | 0.84% | 28 |
|
|
2019
Q3 | $1.24M | Sell |
10,360
-609
| -6% | -$73K | 0.88% | 27 |
|
|
2019
Q2 | $1.13M | Sell |
10,969
-1,921
| -15% | -$198K | 0.81% | 28 |
|
|
2019
Q1 | $1.44M | Sell |
12,890
-1,052
| -8% | -$118K | 1.05% | 26 |
|
|
2018
Q4 | $1.36M | Buy |
13,942
+325
| +2% | +$31.7K | 1.06% | 26 |
|
|
2018
Q3 | $1.59M | Buy |
13,617
+186
| +1% | +$21.7K | 1.15% | 25 |
|
|
2018
Q2 | $1.43M | Buy |
13,431
+1,420
| +12% | +$151K | 1.11% | 24 |
|
|
2018
Q1 | $1.26M | Sell |
12,011
-380
| -3% | -$39.8K | 0.98% | 25 |
|
|
2017
Q4 | $1.48M | Buy |
12,391
+735
| +6% | +$87.6K | 1.05% | 25 |
|
|
2017
Q3 | $1.4M | Buy |
11,656
+460
| +4% | +$55.3K | 1.06% | 26 |
|
|
2017
Q2 | $1.24M | Buy |
11,196
+841
| +8% | +$93K | 0.95% | 28 |
|
|
2017
Q1 | $1.11M | Buy |
10,355
+3,057
| +42% | +$328K | 0.88% | 28 |
|
|
2016
Q4 | $837K | Buy |
7,298
+715
| +11% | +$82K | 0.69% | 28 |
|
|
2016
Q3 | $720K | Buy |
+6,583
| New | +$720K | 0.61% | 30 |
|