KCM Investment Advisors’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 | $5.71M | Sell |
56,593
-32,238
| -36% | -$3.25M | 0.19% | 86 |
|
|
2025
Q1 | $9.77M | Sell |
88,831
-27,003
| -23% | -$2.97M | 0.35% | 59 |
|
|
2024
Q4 | $14.6M | Sell |
115,834
-23,607
| -17% | -$2.98M | 0.5% | 46 |
|
|
2024
Q3 | $19M | Sell |
139,441
-5,400
| -4% | -$736K | 0.64% | 43 |
|
|
2024
Q2 | $19.8M | Sell |
144,841
-5,219
| -3% | -$714K | 0.71% | 40 |
|
|
2024
Q1 | $22.3M | Sell |
150,060
-172
| -0.1% | -$25.6K | 0.82% | 37 |
|
|
2023
Q4 | $23.6M | Buy |
150,232
+313
| +0.2% | +$49.2K | 0.94% | 31 |
|
|
2023
Q3 | $23.4M | Sell |
149,919
-3,571
| -2% | -$557K | 1.01% | 29 |
|
|
2023
Q2 | $27.5M | Sell |
153,490
-2,378
| -2% | -$426K | 1.1% | 24 |
|
|
2023
Q1 | $30.2M | Sell |
155,868
-1,931
| -1% | -$375K | 1.22% | 19 |
|
|
2022
Q4 | $27.4M | Buy |
157,799
+323
| +0.2% | +$56.2K | 1.18% | 22 |
|
|
2022
Q3 | $25.4M | Sell |
157,476
-2,757
| -2% | -$445K | 1.18% | 21 |
|
|
2022
Q2 | $29.2M | Sell |
160,233
-3,367
| -2% | -$615K | 1.28% | 20 |
|
|
2022
Q1 | $35.1M | Buy |
163,600
+7,829
| +5% | +$1.68M | 1.28% | 18 |
|
|
2021
Q4 | $33.4M | Buy |
155,771
+1,629
| +1% | +$349K | 1.16% | 21 |
|
|
2021
Q3 | $28.1M | Buy |
154,142
+3,497
| +2% | +$637K | 1.12% | 26 |
|
|
2021
Q2 | $31.3M | Buy |
150,645
+5,275
| +4% | +$1.1M | 1.27% | 23 |
|
|
2021
Q1 | $24.7M | Buy |
145,370
+7,847
| +6% | +$1.33M | 1.1% | 27 |
|
|
2020
Q4 | $23.2M | Buy |
137,523
+16,145
| +13% | +$2.72M | 1.12% | 25 |
|
|
2020
Q3 | $20.2M | Buy |
121,378
+28,041
| +30% | +$4.67M | 1.12% | 25 |
|
|
2020
Q2 | $10.4M | Buy |
93,337
+14,248
| +18% | +$1.58M | 0.58% | 50 |
|
|
2020
Q1 | $7.39M | Sell |
79,089
-4,918
| -6% | -$459K | 0.5% | 59 |
|
|
2019
Q4 | $9.83M | Buy |
84,007
+2,703
| +3% | +$316K | 0.53% | 52 |
|
|
2019
Q3 | $9.74M | Sell |
81,304
-3,006
| -4% | -$360K | 0.57% | 51 |
|
|
2019
Q2 | $8.71M | Sell |
84,310
-2,625
| -3% | -$271K | 0.52% | 53 |
|
|
2019
Q1 | $9.71M | Sell |
86,935
-2,417
| -3% | -$270K | 0.63% | 47 |
|
|
2018
Q4 | $8.71M | Sell |
89,352
-1,622
| -2% | -$158K | 0.58% | 49 |
|
|
2018
Q3 | $10.6M | Sell |
90,974
-604
| -0.7% | -$70.5K | 0.61% | 45 |
|
|
2018
Q2 | $9.73M | Sell |
91,578
-1,409
| -2% | -$150K | 0.6% | 43 |
|
|
2018
Q1 | $9.73M | Sell |
92,987
-45
| -0% | -$4.71K | 0.59% | 43 |
|
|
2017
Q4 | $11.1M | Buy |
93,032
+5,710
| +7% | +$680K | 0.65% | 41 |
|
|
2017
Q3 | $10.5M | Buy |
87,322
+2,115
| +2% | +$254K | 0.64% | 42 |
|
|
2017
Q2 | $9.42M | Buy |
85,207
+3,281
| +4% | +$363K | 0.59% | 46 |
|
|
2017
Q1 | $8.79M | Buy |
81,926
+1,115
| +1% | +$120K | 0.56% | 49 |
|
|
2016
Q4 | $9.26M | Sell |
80,811
-1,007
| -1% | -$115K | 0.62% | 40 |
|
|
2016
Q3 | $8.95M | Sell |
81,818
-485
| -0.6% | -$53K | 0.61% | 45 |
|
|
2016
Q2 | $8.87M | Sell |
82,303
-1,347
| -2% | -$145K | 0.62% | 44 |
|
|
2016
Q1 | $8.82M | Sell |
83,650
-1,260
| -1% | -$133K | 0.65% | 43 |
|
|
2015
Q4 | $8.17M | Sell |
84,910
-199
| -0.2% | -$19.2K | 0.65% | 41 |
|
|
2015
Q3 | $8.4M | Sell |
85,109
-1,612
| -2% | -$159K | 0.7% | 34 |
|
|
2015
Q2 | $8.4M | Buy |
86,721
+583
| +0.7% | +$56.5K | 0.67% | 32 |
|
|
2015
Q1 | $8.35M | Buy |
86,138
+7,457
| +9% | +$723K | 0.67% | 37 |
|
|
2014
Q4 | $8.75M | Buy |
78,681
+7,867
| +11% | +$875K | 0.74% | 29 |
|
|
2014
Q3 | $6.96M | Buy |
70,814
+5,642
| +9% | +$555K | 0.64% | 36 |
|
|
2014
Q2 | $6.69M | Buy |
65,172
+5,590
| +9% | +$574K | 0.63% | 40 |
|
|
2014
Q1 | $5.8M | Buy |
59,582
+7,987
| +15% | +$778K | 0.6% | 41 |
|
|
2013
Q4 | $5.42M | Buy |
51,595
+10,310
| +25% | +$1.08M | 0.59% | 39 |
|
|
2013
Q3 | $3.77M | Buy |
41,285
+10,771
| +35% | +$984K | 0.45% | 62 |
|
|
2013
Q2 | $2.64M | Buy |
+30,514
| New | +$2.64M | 0.32% | 95 |
|