KNW
Kesler Norman & Wride’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
2,040
-27,717
| -93% | -$2.8M | 0.04% | 218 |
|
|
2025
Q1 | $3.27M | Sell |
29,757
-362
| -1% | -$39.8K | 0.62% | 52 |
|
|
2024
Q4 | $3.8M | Buy |
30,119
+989
| +3% | +$125K | 0.82% | 42 |
|
|
2024
Q3 | $3.97M | Sell |
29,130
-4,297
| -13% | -$586K | 0.78% | 43 |
|
|
2024
Q2 | $4.57M | Sell |
33,427
-1,826
| -5% | -$250K | 0.97% | 40 |
|
|
2024
Q1 | $5.24M | Buy |
35,253
+657
| +2% | +$97.7K | 1.11% | 35 |
|
|
2023
Q4 | $5.44M | Sell |
34,596
-1,958
| -5% | -$308K | 1.25% | 31 |
|
|
2023
Q3 | $5.7M | Sell |
36,554
-19
| -0.1% | -$2.96K | 1.43% | 25 |
|
|
2023
Q2 | $6.56M | Buy |
36,573
+712
| +2% | +$128K | 1.59% | 17 |
|
|
2023
Q1 | $6.96M | Buy |
35,861
+1,657
| +5% | +$321K | 1.75% | 12 |
|
|
2022
Q4 | $5.95M | Buy |
34,204
+3,908
| +13% | +$679K | 1.53% | 20 |
|
|
2022
Q3 | $4.89M | Buy |
30,296
+2,532
| +9% | +$409K | 1.36% | 17 |
|
|
2022
Q2 | $5.07M | Buy |
27,764
+791
| +3% | +$144K | 1.41% | 17 |
|
|
2022
Q1 | $5.79M | Buy |
26,973
+684
| +3% | +$147K | 1.29% | 27 |
|
|
2021
Q4 | $5.64M | Buy |
26,289
+716
| +3% | +$153K | 1.19% | 28 |
|
|
2021
Q3 | $4.66M | Buy |
25,573
+243
| +1% | +$44.3K | 1.1% | 31 |
|
|
2021
Q2 | $4.85M | Buy |
25,330
+434
| +2% | +$83K | 1.12% | 29 |
|
|
2021
Q1 | $4.23M | Sell |
24,896
-949
| -4% | -$161K | 1.05% | 33 |
|
|
2020
Q4 | $4.35M | Buy |
+25,845
| New | +$4.35M | 1.21% | 27 |
|