Joel Isaacson & Co’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 | $593K | Buy |
5,872
+18
| +0.3% | +$1.82K | 0.02% | 228 |
|
|
2025
Q1 | $644K | Buy |
5,854
+276
| +5% | +$30.4K | 0.03% | 210 |
|
|
2024
Q4 | $703K | Buy |
5,578
+286
| +5% | +$36.1K | 0.03% | 191 |
|
|
2024
Q3 | $722K | Sell |
5,292
-269
| -5% | -$36.7K | 0.03% | 174 |
|
|
2024
Q2 | $761K | Buy |
5,561
+327
| +6% | +$44.8K | 0.04% | 158 |
|
|
2024
Q1 | $778K | Buy |
5,234
+8
| +0.2% | +$1.19K | 0.04% | 156 |
|
|
2023
Q4 | $822K | Sell |
5,226
-13
| -0.2% | -$2.04K | 0.05% | 145 |
|
|
2023
Q3 | $817K | Sell |
5,239
-16
| -0.3% | -$2.49K | 0.06% | 134 |
|
|
2023
Q2 | $942K | Sell |
5,255
-420
| -7% | -$75.3K | 0.06% | 126 |
|
|
2023
Q1 | $1.1M | Hold |
5,675
| – | – | 0.08% | 109 |
|
|
2022
Q4 | $987K | Buy |
5,675
+100
| +2% | +$17.4K | 0.08% | 116 |
|
|
2022
Q3 | $901K | Buy |
5,575
+3,454
| +163% | +$558K | 0.08% | 112 |
|
|
2022
Q2 | $387K | Hold |
2,121
| – | – | 0.03% | 193 |
|
|
2022
Q1 | $397K | Sell |
2,121
-11
| -0.5% | -$2.06K | 0.03% | 214 |
|
|
2021
Q4 | $457K | Buy |
2,132
+25
| +1% | +$5.36K | 0.03% | 196 |
|
|
2021
Q3 | $384K | Sell |
2,107
-307
| -13% | -$56K | 0.03% | 216 |
|
|
2021
Q2 | $502K | Buy |
2,414
+188
| +8% | +$39.1K | 0.04% | 179 |
|
|
2021
Q1 | $378K | Buy |
2,226
+690
| +45% | +$117K | 0.03% | 189 |
|
|
2020
Q4 | $259K | Buy |
+1,536
| New | +$259K | 0.03% | 212 |
|
|
2017
Q1 | – | Sell |
-700
| Closed | -$80K | – | 511 |
|
|
2016
Q4 | $80K | Hold |
700
| – | – | 0.02% | 249 |
|
|
2016
Q3 | $77K | Sell |
700
-35
| -5% | -$3.85K | 0.02% | 266 |
|
|
2016
Q2 | $79K | Hold |
735
| – | – | 0.02% | 261 |
|
|
2016
Q1 | $78K | Hold |
735
| – | – | 0.02% | 274 |
|
|
2015
Q4 | $71K | Buy |
735
+35
| +5% | +$3.38K | 0.02% | 274 |
|
|
2015
Q3 | $69K | Hold |
700
| – | – | 0.02% | 279 |
|
|
2015
Q2 | $68K | Hold |
700
| – | – | 0.02% | 317 |
|
|
2015
Q1 | $68K | Buy |
700
+50
| +8% | +$4.86K | 0.02% | 316 |
|
|
2014
Q4 | $72K | Hold |
650
| – | – | 0.02% | 274 |
|
|
2014
Q3 | $64K | Hold |
650
| – | – | 0.02% | 266 |
|
|
2014
Q2 | $67K | Hold |
650
| – | – | 0.02% | 261 |
|
|
2014
Q1 | $63K | Hold |
650
| – | – | 0.02% | 259 |
|
|
2013
Q4 | $68K | Hold |
650
| – | – | 0.02% | 230 |
|
|
2013
Q3 | $59K | Buy |
+650
| New | +$59K | 0.02% | 237 |
|