Leavell Investment Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $240K | Sell |
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|
2025
Q2 | $406K | Sell |
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|
2025
Q1 | $541K | Sell |
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|
2024
Q4 | $662K | Sell |
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|
2024
Q3 | $811K | Buy |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $427K | Buy |
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|
2022
Q1 | $423K | Buy |
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|
2021
Q4 | $400K | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $405K | Buy |
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|
2017
Q4 | $413K | Buy |
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|
2017
Q3 | $413K | Hold |
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|
2017
Q2 | $381K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $215K | Buy |
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|
2016
Q2 | $209K | Buy |
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|
2016
Q1 | $201K | Buy |
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