Independent Investors Inc’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 | $2.49M | Hold |
24,650
| – | – | 0.54% | 30 |
|
|
2025
Q1 | $2.71M | Sell |
24,650
-11
| -0% | -$1.21K | 0.58% | 26 |
|
|
2024
Q4 | $3.11M | Sell |
24,661
-150
| -0.6% | -$18.9K | 0.62% | 23 |
|
|
2024
Q3 | $3.38M | Hold |
24,811
| – | – | 0.69% | 23 |
|
|
2024
Q2 | $3.4M | Hold |
24,811
| – | – | 0.75% | 22 |
|
|
2024
Q1 | $3.69M | Sell |
24,811
-100
| -0.4% | -$14.9K | 0.88% | 21 |
|
|
2023
Q4 | $3.92M | Buy |
24,911
+100
| +0.4% | +$15.7K | 0.9% | 20 |
|
|
2023
Q3 | $3.87M | Hold |
24,811
| – | – | 0.98% | 16 |
|
|
2023
Q2 | $4.45M | Hold |
24,811
| – | – | 1.03% | 15 |
|
|
2023
Q1 | $4.81M | Hold |
24,811
| – | – | 1.19% | 14 |
|
|
2022
Q4 | $4.31M | Sell |
24,811
-1,000
| -4% | -$174K | 1.2% | 18 |
|
|
2022
Q3 | $4.17M | Hold |
25,811
| – | – | 1.19% | 16 |
|
|
2022
Q2 | $4.71M | Hold |
25,811
| – | – | 1.28% | 14 |
|
|
2022
Q1 | $5.54M | Hold |
25,811
| – | – | 1.23% | 14 |
|
|
2021
Q4 | $5.53M | Sell |
25,811
-1,000
| -4% | -$214K | 1.18% | 15 |
|
|
2021
Q3 | $4.88M | Hold |
26,811
| – | – | 1.21% | 14 |
|
|
2021
Q2 | $5.58M | Hold |
26,811
| – | – | 1.37% | 12 |
|
|
2021
Q1 | $4.56M | Hold |
26,811
| – | – | 1.21% | 16 |
|
|
2020
Q4 | $4.52M | Sell |
26,811
-500
| -2% | -$84.2K | 1.19% | 15 |
|
|
2020
Q3 | $4.55M | Hold |
27,311
| – | – | 1.32% | 13 |
|
|
2020
Q2 | $3.04M | Sell |
27,311
-500
| -2% | -$55.6K | 1.02% | 20 |
|
|
2020
Q1 | $2.6M | Hold |
27,811
| – | – | 1.08% | 20 |
|
|
2019
Q4 | $3.26M | Sell |
27,811
-400
| -1% | -$46.8K | 1.08% | 22 |
|
|
2019
Q3 | $3.38M | Hold |
28,211
| – | – | 1.27% | 19 |
|
|
2019
Q2 | $2.91M | Hold |
28,211
| – | – | 1.12% | 24 |
|
|
2019
Q1 | $3.15M | Sell |
28,211
-750
| -3% | -$83.8K | 1.23% | 21 |
|
|
2018
Q4 | $2.82M | Sell |
28,961
-1,250
| -4% | -$122K | 1.22% | 20 |
|
|
2018
Q3 | $3.53M | Hold |
30,211
| – | – | 1.24% | 20 |
|
|
2018
Q2 | $3.21M | Hold |
30,211
| – | – | 1.26% | 19 |
|
|
2018
Q1 | $3.16M | Hold |
30,211
| – | – | 1.26% | 20 |
|
|
2017
Q4 | $3.6M | Sell |
30,211
-1,000
| -3% | -$119K | 1.4% | 18 |
|
|
2017
Q3 | $3.75M | Sell |
31,211
-100
| -0.3% | -$12K | 1.56% | 15 |
|
|
2017
Q2 | $3.46M | Sell |
31,311
-1,000
| -3% | -$111K | 1.5% | 17 |
|
|
2017
Q1 | $3.47M | Sell |
32,311
-100
| -0.3% | -$10.7K | 1.47% | 18 |
|
|
2016
Q4 | $3.72M | Sell |
32,411
-1,000
| -3% | -$115K | 1.72% | 14 |
|
|
2016
Q3 | $3.65M | Sell |
33,411
-689
| -2% | -$75.3K | 1.69% | 15 |
|
|
2016
Q2 | $3.67M | Sell |
34,100
-300
| -0.9% | -$32.3K | 1.78% | 15 |
|
|
2016
Q1 | $3.63M | Hold |
34,400
| – | – | 1.75% | 14 |
|
|
2015
Q4 | $3.31M | Sell |
34,400
-500
| -1% | -$48.1K | 1.6% | 17 |
|
|
2015
Q3 | $3.44M | Hold |
34,900
| – | – | 1.71% | 14 |
|
|
2015
Q2 | $3.38M | Sell |
34,900
-100
| -0.3% | -$9.69K | 1.53% | 19 |
|
|
2015
Q1 | $3.39M | Sell |
35,000
-200
| -0.6% | -$19.4K | 1.54% | 16 |
|
|
2014
Q4 | $3.91M | Sell |
35,200
-2,200
| -6% | -$245K | 1.72% | 14 |
|
|
2014
Q3 | $3.68M | Sell |
37,400
-400
| -1% | -$39.3K | 1.65% | 15 |
|
|
2014
Q2 | $3.88M | Sell |
37,800
-350
| -0.9% | -$35.9K | 1.76% | 14 |
|
|
2014
Q1 | $3.72M | Sell |
38,150
-300
| -0.8% | -$29.2K | 1.79% | 16 |
|
|
2013
Q4 | $4.04M | Sell |
38,450
-4,550
| -11% | -$478K | 1.95% | 14 |
|
|
2013
Q3 | $3.93M | Sell |
43,000
-100
| -0.2% | -$9.14K | 2.07% | 11 |
|
|
2013
Q2 | $3.73M | Buy |
+43,100
| New | +$3.73M | 2.06% | 10 |
|