Ironwood Investment Counsel’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 | $5.59M | Buy |
55,387
+8,598
| +18% | +$868K | 0.86% | 34 |
|
|
2025
Q1 | $5.15M | Buy |
46,789
+5,836
| +14% | +$642K | 0.89% | 31 |
|
|
2024
Q4 | $5.16M | Sell |
40,953
-969
| -2% | -$122K | 0.88% | 34 |
|
|
2024
Q3 | $5.72M | Buy |
41,922
+1,236
| +3% | +$169K | 0.95% | 33 |
|
|
2024
Q2 | $5.57M | Buy |
40,686
+786
| +2% | +$108K | 0.99% | 29 |
|
|
2024
Q1 | $5.93M | Buy |
39,900
+328
| +0.8% | +$48.8K | 1.03% | 31 |
|
|
2023
Q4 | $6.22M | Sell |
39,572
-674
| -2% | -$106K | 1.16% | 25 |
|
|
2023
Q3 | $6.27M | Hold |
40,246
| – | – | 1.32% | 19 |
|
|
2023
Q2 | $7.21M | Sell |
40,246
-53
| -0.1% | -$9.5K | 1.62% | 14 |
|
|
2023
Q1 | $7.82M | Sell |
40,299
-185
| -0.5% | -$35.9K | 1.86% | 7 |
|
|
2022
Q4 | $7.04M | Buy |
40,484
+214
| +0.5% | +$37.2K | 1.71% | 11 |
|
|
2022
Q3 | $6.51M | Buy |
40,270
+405
| +1% | +$65.4K | 1.86% | 8 |
|
|
2022
Q2 | $7.28M | Buy |
39,865
+380
| +1% | +$69.4K | 2.04% | 7 |
|
|
2022
Q1 | $8.47M | Sell |
39,485
-713
| -2% | -$153K | 2.08% | 5 |
|
|
2021
Q4 | $8.62M | Buy |
40,198
+313
| +0.8% | +$67.1K | 1.97% | 8 |
|
|
2021
Q3 | $7.26M | Buy |
39,885
+974
| +3% | +$177K | 1.86% | 10 |
|
|
2021
Q2 | $8.09M | Buy |
38,911
+367
| +1% | +$76.3K | 2.15% | 6 |
|
|
2021
Q1 | $6.55M | Sell |
38,544
-18,801
| -33% | -$3.2M | 1.88% | 9 |
|
|
2020
Q4 | $9.66M | Buy |
57,345
+146
| +0.3% | +$24.6K | 2.19% | 7 |
|
|
2020
Q3 | $9.53M | Buy |
57,199
+509
| +0.9% | +$84.8K | 2.58% | 6 |
|
|
2020
Q2 | $6.3M | Buy |
56,690
+5,217
| +10% | +$580K | 1.92% | 9 |
|
|
2020
Q1 | $4.81M | Buy |
51,473
+10,127
| +24% | +$946K | 1.89% | 10 |
|
|
2019
Q4 | $4.84M | Buy |
41,346
+1,051
| +3% | +$123K | 1.66% | 13 |
|
|
2019
Q3 | $4.83M | Buy |
40,295
+357
| +0.9% | +$42.8K | 1.78% | 14 |
|
|
2019
Q2 | $4.12M | Buy |
39,938
+1,190
| +3% | +$123K | 1.57% | 15 |
|
|
2019
Q1 | $4.33M | Buy |
38,748
+592
| +2% | +$66.1K | 1.7% | 15 |
|
|
2018
Q4 | $3.72M | Sell |
38,156
-64
| -0.2% | -$6.24K | 1.63% | 17 |
|
|
2018
Q3 | $4.46M | Buy |
38,220
+195
| +0.5% | +$22.8K | 1.72% | 15 |
|
|
2018
Q2 | $4.04M | Buy |
38,025
+61
| +0.2% | +$6.48K | 1.76% | 14 |
|
|
2018
Q1 | $3.97M | Sell |
37,964
-1,250
| -3% | -$131K | 1.77% | 17 |
|
|
2017
Q4 | $4.67M | Buy |
39,214
+962
| +3% | +$115K | 1.72% | 17 |
|
|
2017
Q3 | $4.59M | Buy |
38,252
+2,103
| +6% | +$253K | 1.86% | 16 |
|
|
2017
Q2 | $3.88M | Hold |
36,149
| – | – | 1.46% | 19 |
|
|
2017
Q1 | $3.88M | Buy |
36,149
+5,931
| +20% | +$636K | 1.63% | 18 |
|
|
2016
Q4 | $3.46M | Buy |
30,218
+1,415
| +5% | +$162K | 1.54% | 18 |
|
|
2016
Q3 | $3.15M | Buy |
28,803
+4,933
| +21% | +$539K | 1.47% | 19 |
|
|
2016
Q2 | $2.57M | Sell |
23,870
-3,543
| -13% | -$382K | 1.5% | 19 |
|
|
2016
Q1 | $2.89M | Buy |
27,413
+2,213
| +9% | +$233K | 1.51% | 17 |
|
|
2015
Q4 | $2.43M | Sell |
25,200
-35
| -0.1% | -$3.37K | 1.39% | 22 |
|
|
2015
Q3 | $2.49M | Buy |
25,235
+43
| +0.2% | +$4.24K | 1.35% | 20 |
|
|
2015
Q2 | $2.44M | Sell |
25,192
-316
| -1% | -$30.6K | 1.24% | 22 |
|
|
2015
Q1 | $2.47M | Buy |
25,508
+646
| +3% | +$62.6K | 1.26% | 22 |
|
|
2014
Q4 | $2.76M | Buy |
24,862
+338
| +1% | +$37.6K | 1.4% | 23 |
|
|
2014
Q3 | $2.41M | Sell |
24,524
-215
| -0.9% | -$21.1K | 1.28% | 24 |
|
|
2014
Q2 | $2.54M | Sell |
24,739
-629
| -2% | -$64.6K | 1.31% | 26 |
|
|
2014
Q1 | $2.47M | Sell |
25,368
-1,215
| -5% | -$118K | 1.35% | 25 |
|
|
2013
Q4 | $2.79M | Sell |
26,583
-272
| -1% | -$28.6K | 1.58% | 20 |
|
|
2013
Q3 | $2.45M | Sell |
26,855
-1,054
| -4% | -$96.3K | 1.62% | 22 |
|
|
2013
Q2 | $2.41M | Buy |
+27,909
| New | +$2.41M | 1.56% | 19 |
|