Janney 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 | $10.1M | Sell |
100,175
-1,124
| -1% | -$113K | 0.65% | 66 |
|
|
2025
Q1 | $11.1M | Buy |
101,299
+6,228
| +7% | +$685K | 0.77% | 53 |
|
|
2024
Q4 | $12M | Buy |
95,071
+6,636
| +8% | +$837K | 0.79% | 51 |
|
|
2024
Q3 | $12.1M | Sell |
88,435
-258
| -0.3% | -$35.2K | 0.81% | 53 |
|
|
2024
Q2 | $12.1M | Sell |
88,693
-5,195
| -6% | -$711K | 0.86% | 47 |
|
|
2024
Q1 | $14M | Buy |
93,888
+8,228
| +10% | +$1.22M | 0.93% | 37 |
|
|
2023
Q4 | $13.5M | Sell |
85,660
-12,155
| -12% | -$1.91M | 0.9% | 36 |
|
|
2023
Q3 | $15.2M | Buy |
97,815
+6,727
| +7% | +$1.05M | 1.17% | 23 |
|
|
2023
Q2 | $16.3M | Buy |
91,088
+10,889
| +14% | +$1.95M | 1.13% | 25 |
|
|
2023
Q1 | $15.6M | Buy |
80,199
+23,888
| +42% | +$4.63M | 1.17% | 23 |
|
|
2022
Q4 | $9.79M | Sell |
56,311
-3,051
| -5% | -$530K | 0.7% | 58 |
|
|
2022
Q3 | $9.59M | Buy |
+59,362
| New | +$9.59M | 0.78% | 49 |
|
|
2022
Q2 | – | Sell |
-940
| Closed | -$202K | – | 208 |
|
|
2022
Q1 | $202K | Buy |
+940
| New | +$202K | 0.01% | 198 |
|
|
2019
Q4 | – | Sell |
-167,284
| Closed | -$20M | – | 214 |
|
|
2019
Q3 | $20M | Sell |
167,284
-5,761
| -3% | -$690K | 1.12% | 28 |
|
|
2019
Q2 | $17.9M | Sell |
173,045
-5,756
| -3% | -$594K | 0.97% | 40 |
|
|
2019
Q1 | $20M | Buy |
178,801
+2,524
| +1% | +$282K | 1.04% | 34 |
|
|
2018
Q4 | $17.2M | Sell |
176,277
-12,549
| -7% | -$1.22M | 0.93% | 40 |
|
|
2018
Q3 | $22M | Sell |
188,826
-3,581
| -2% | -$418K | 0.96% | 34 |
|
|
2018
Q2 | $20.4M | Sell |
192,407
-1,567
| -0.8% | -$166K | 0.9% | 36 |
|
|
2018
Q1 | $20.3M | Buy |
+193,974
| New | +$20.3M | 0.88% | 37 |
|