Investors Asset Management of Georgia’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 | $1.16M | Buy |
11,466
+3,394
| +42% | +$343K | 0.54% | 57 |
|
|
2025
Q1 | $888K | Buy |
8,072
+685
| +9% | +$75.3K | 0.45% | 63 |
|
|
2024
Q4 | $932K | Buy |
7,387
+150
| +2% | +$18.9K | 0.45% | 62 |
|
|
2024
Q3 | $987K | Buy |
7,237
+509
| +8% | +$69.4K | 0.47% | 62 |
|
|
2024
Q2 | $921K | Buy |
6,728
+731
| +12% | +$100K | 0.45% | 62 |
|
|
2024
Q1 | $891K | Buy |
5,997
+805
| +16% | +$120K | 0.42% | 66 |
|
|
2023
Q4 | $817K | Buy |
5,192
+700
| +16% | +$110K | 0.41% | 69 |
|
|
2023
Q3 | $692K | Buy |
4,492
+80
| +2% | +$12.3K | 0.38% | 72 |
|
|
2023
Q2 | $791K | Sell |
4,412
-35
| -0.8% | -$6.27K | 0.41% | 64 |
|
|
2023
Q1 | $863K | Sell |
4,447
-50
| -1% | -$9.7K | 0.46% | 62 |
|
|
2022
Q4 | $782K | Buy |
4,497
+35
| +0.8% | +$6.08K | 0.41% | 70 |
|
|
2022
Q3 | $721K | Buy |
4,462
+290
| +7% | +$46.9K | 0.37% | 70 |
|
|
2022
Q2 | $762K | Buy |
4,172
+120
| +3% | +$21.9K | 0.4% | 68 |
|
|
2022
Q1 | $869K | Hold |
4,052
| – | – | 0.44% | 66 |
|
|
2021
Q4 | $869K | Sell |
4,052
-25
| -0.6% | -$5.36K | 0.41% | 66 |
|
|
2021
Q3 | $742K | Buy |
4,077
+16
| +0.4% | +$2.91K | 0.39% | 70 |
|
|
2021
Q2 | $845K | Buy |
4,061
+26
| +0.6% | +$5.41K | 0.45% | 61 |
|
|
2021
Q1 | $686K | Sell |
4,035
-25
| -0.6% | -$4.25K | 0.4% | 67 |
|
|
2020
Q4 | $684K | Sell |
4,060
-100
| -2% | -$16.8K | 0.46% | 56 |
|
|
2020
Q3 | $693K | Sell |
4,160
-975
| -19% | -$162K | 0.46% | 49 |
|
|
2020
Q2 | $571K | Buy |
5,135
+50
| +1% | +$5.56K | 0.4% | 56 |
|
|
2020
Q1 | $475K | Buy |
5,085
+760
| +18% | +$71K | 0.39% | 56 |
|
|
2019
Q4 | $506K | Hold |
4,325
| – | – | 0.31% | 78 |
|
|
2019
Q3 | $518K | Sell |
4,325
-675
| -14% | -$80.8K | 0.33% | 72 |
|
|
2019
Q2 | $516K | Buy |
5,000
+165
| +3% | +$17K | 0.35% | 68 |
|
|
2019
Q1 | $540K | Buy |
4,835
+250
| +5% | +$27.9K | 0.38% | 65 |
|
|
2018
Q4 | $447K | Buy |
4,585
+100
| +2% | +$9.75K | 0.37% | 68 |
|
|
2018
Q3 | $524K | Hold |
4,485
| – | – | 0.37% | 67 |
|
|
2018
Q2 | $476K | Buy |
4,485
+368
| +9% | +$39.1K | 0.35% | 72 |
|
|
2018
Q1 | $431K | Buy |
4,117
+1,295
| +46% | +$136K | 0.32% | 77 |
|
|
2017
Q4 | $336K | Sell |
2,822
-50
| -2% | -$5.95K | 0.24% | 105 |
|
|
2017
Q3 | $345K | Sell |
2,872
-100
| -3% | -$12K | 0.25% | 101 |
|
|
2017
Q2 | $329K | Buy |
2,972
+275
| +10% | +$30.4K | 0.23% | 100 |
|
|
2017
Q1 | $289K | Sell |
2,697
-18
| -0.7% | -$1.93K | 0.2% | 106 |
|
|
2016
Q4 | $311K | Hold |
2,715
| – | – | 0.23% | 100 |
|
|
2016
Q3 | $297K | Buy |
2,715
+10
| +0.4% | +$1.09K | 0.23% | 101 |
|
|
2016
Q2 | $291K | Hold |
2,705
| – | – | 0.23% | 101 |
|
|
2016
Q1 | $285K | Hold |
2,705
| – | – | 0.24% | 99 |
|
|
2015
Q4 | $260K | Buy |
2,705
+95
| +4% | +$9.13K | 0.22% | 101 |
|
|
2015
Q3 | $258K | Hold |
2,610
| – | – | 0.23% | 99 |
|
|
2015
Q2 | $253K | Buy |
2,610
+140
| +6% | +$13.6K | 0.22% | 104 |
|
|
2015
Q1 | $239K | Hold |
2,470
| – | – | 0.2% | 113 |
|
|
2014
Q4 | $275K | Buy |
+2,470
| New | +$275K | 0.24% | 102 |
|