Investment House LLC’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 | $557K | Sell |
5,516
-19,752
| -78% | -$1.99M | 0.03% | 174 |
|
|
2025
Q1 | $2.78M | Sell |
25,268
-1,640
| -6% | -$180K | 0.16% | 99 |
|
|
2024
Q4 | $3.39M | Sell |
26,908
-3,792
| -12% | -$478K | 0.18% | 89 |
|
|
2024
Q3 | $4.19M | Sell |
30,700
-13,610
| -31% | -$1.86M | 0.23% | 86 |
|
|
2024
Q2 | $6.06M | Sell |
44,310
-3,089
| -7% | -$423K | 0.35% | 62 |
|
|
2024
Q1 | $7.04M | Buy |
47,399
+2,199
| +5% | +$327K | 0.41% | 62 |
|
|
2023
Q4 | $7.11M | Sell |
45,200
-24,357
| -35% | -$3.83M | 0.5% | 54 |
|
|
2023
Q3 | $10.8M | Sell |
69,557
-19,670
| -22% | -$3.07M | 0.85% | 31 |
|
|
2023
Q2 | $16M | Sell |
89,227
-8,975
| -9% | -$1.61M | 1.2% | 20 |
|
|
2023
Q1 | $19.1M | Buy |
98,202
+462
| +0.5% | +$89.6K | 1.57% | 16 |
|
|
2022
Q4 | $17M | Buy |
97,740
+4,359
| +5% | +$758K | 1.59% | 19 |
|
|
2022
Q3 | $15.1M | Buy |
93,381
+3,220
| +4% | +$520K | 1.41% | 21 |
|
|
2022
Q2 | $16.5M | Buy |
90,161
+10,750
| +14% | +$1.96M | 1.45% | 18 |
|
|
2022
Q1 | $17M | Buy |
79,411
+4,795
| +6% | +$1.03M | 1.24% | 24 |
|
|
2021
Q4 | $16M | Buy |
74,616
+6,470
| +9% | +$1.39M | 1.03% | 30 |
|
|
2021
Q3 | $12.4M | Buy |
68,146
+1,667
| +3% | +$304K | 0.9% | 34 |
|
|
2021
Q2 | $13.8M | Buy |
66,479
+1,410
| +2% | +$293K | 0.97% | 30 |
|
|
2021
Q1 | $11.1M | Buy |
65,069
+3,504
| +6% | +$596K | 0.86% | 34 |
|
|
2020
Q4 | $10.4M | Buy |
61,565
+14,082
| +30% | +$2.37M | 0.73% | 38 |
|
|
2020
Q3 | $7.91M | Buy |
47,483
+190
| +0.4% | +$31.7K | 0.62% | 44 |
|
|
2020
Q2 | $5.26M | Buy |
47,293
+463
| +1% | +$51.5K | 0.46% | 59 |
|
|
2020
Q1 | $4.38M | Buy |
46,830
+12,537
| +37% | +$1.17M | 0.5% | 57 |
|
|
2019
Q4 | $4.01M | Buy |
34,293
+1,841
| +6% | +$215K | 0.37% | 64 |
|
|
2019
Q3 | $3.89M | Buy |
32,452
+5,972
| +23% | +$715K | 0.39% | 65 |
|
|
2019
Q2 | $2.74M | Buy |
26,480
+6,980
| +36% | +$721K | 0.29% | 74 |
|
|
2019
Q1 | $2.18M | Buy |
19,500
+895
| +5% | +$100K | 0.24% | 81 |
|
|
2018
Q4 | $1.82M | Sell |
18,605
-490
| -3% | -$47.8K | 0.23% | 86 |
|
|
2018
Q3 | $2.23M | Sell |
19,095
-5,793
| -23% | -$676K | 0.24% | 88 |
|
|
2018
Q2 | $2.64M | Sell |
24,888
-118
| -0.5% | -$12.5K | 0.31% | 77 |
|
|
2018
Q1 | $2.62M | Sell |
25,006
-2,021
| -7% | -$212K | 0.32% | 78 |
|
|
2017
Q4 | $3.22M | Buy |
27,027
+225
| +0.8% | +$26.8K | 0.39% | 69 |
|
|
2017
Q3 | $3.22M | Sell |
26,802
-70
| -0.3% | -$8.41K | 0.42% | 69 |
|
|
2017
Q2 | $2.97M | Sell |
26,872
-3,410
| -11% | -$377K | 0.4% | 71 |
|
|
2017
Q1 | $3.25M | Sell |
30,282
-1,000
| -3% | -$107K | 0.46% | 68 |
|
|
2016
Q4 | $3.59M | Hold |
31,282
| – | – | 0.55% | 62 |
|
|
2016
Q3 | $3.42M | Sell |
31,282
-150
| -0.5% | -$16.4K | 0.51% | 65 |
|
|
2016
Q2 | $3.39M | Sell |
31,432
-111
| -0.4% | -$12K | 0.54% | 66 |
|
|
2016
Q1 | $3.33M | Sell |
31,543
-200
| -0.6% | -$21.1K | 0.53% | 67 |
|
|
2015
Q4 | $3.06M | Sell |
31,743
-300
| -0.9% | -$28.9K | 0.5% | 68 |
|
|
2015
Q3 | $3.16M | Buy |
32,043
+300
| +0.9% | +$29.6K | 0.55% | 65 |
|
|
2015
Q2 | $3.08M | Buy |
31,743
+2,500
| +9% | +$242K | 0.49% | 72 |
|
|
2015
Q1 | $2.83M | Buy |
29,243
+12,690
| +77% | +$1.23M | 0.46% | 74 |
|
|
2014
Q4 | $1.84M | Sell |
16,553
-75
| -0.5% | -$8.34K | 0.3% | 85 |
|
|
2014
Q3 | $1.63M | Buy |
16,628
+150
| +0.9% | +$14.7K | 0.27% | 90 |
|
|
2014
Q2 | $1.69M | Buy |
16,478
+300
| +2% | +$30.8K | 0.29% | 86 |
|
|
2014
Q1 | $1.58M | Buy |
16,178
+1,500
| +10% | +$146K | 0.28% | 89 |
|
|
2013
Q4 | $1.54M | Buy |
14,678
+150
| +1% | +$15.8K | 0.28% | 83 |
|
|
2013
Q3 | $1.33M | Buy |
14,528
+275
| +2% | +$25.1K | 0.27% | 82 |
|
|
2013
Q2 | $1.23M | Buy |
+14,253
| New | +$1.23M | 0.27% | 83 |
|