Liberty 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 | $303K | Hold |
3,000
| – | – | 0.06% | 139 |
|
|
2025
Q1 | $330K | Sell |
3,000
-35
| -1% | -$3.85K | 0.07% | 129 |
|
|
2024
Q4 | $383K | Sell |
3,035
-500
| -14% | -$63.1K | 0.08% | 120 |
|
|
2024
Q3 | $482K | Hold |
3,535
| – | – | 0.11% | 112 |
|
|
2024
Q2 | $484K | Hold |
3,535
| – | – | 0.11% | 111 |
|
|
2024
Q1 | $525K | Sell |
3,535
-19
| -0.5% | -$2.82K | 0.13% | 108 |
|
|
2023
Q4 | $559K | Hold |
3,554
| – | – | 0.15% | 100 |
|
|
2023
Q3 | $554K | Sell |
3,554
-100
| -3% | -$15.6K | 0.16% | 94 |
|
|
2023
Q2 | $655K | Hold |
3,654
| – | – | 0.2% | 88 |
|
|
2023
Q1 | $709K | Hold |
3,654
| – | – | 0.23% | 85 |
|
|
2022
Q4 | $635K | Sell |
3,654
-150
| -4% | -$26.1K | 0.22% | 88 |
|
|
2022
Q3 | $614K | Sell |
3,804
-46
| -1% | -$7.43K | 0.23% | 82 |
|
|
2022
Q2 | $703K | Hold |
3,850
| – | – | 0.25% | 79 |
|
|
2022
Q1 | $826K | Hold |
3,850
| – | – | 0.24% | 82 |
|
|
2021
Q4 | $825K | Sell |
3,850
-50
| -1% | -$10.7K | 0.22% | 85 |
|
|
2021
Q3 | $710K | Sell |
3,900
-30
| -0.8% | -$5.46K | 0.21% | 86 |
|
|
2021
Q2 | $817K | Sell |
3,930
-100
| -2% | -$20.8K | 0.25% | 82 |
|
|
2021
Q1 | $685K | Sell |
4,030
-57
| -1% | -$9.69K | 0.24% | 82 |
|
|
2020
Q4 | $688K | Buy |
+4,087
| New | +$688K | 0.25% | 80 |
|
|
2020
Q2 | $454K | Hold |
4,087
| – | – | 0.2% | 83 |
|
|
2020
Q1 | $382K | Sell |
4,087
-121
| -3% | -$11.3K | 0.2% | 83 |
|
|
2019
Q4 | $493K | Hold |
4,208
| – | – | 0.2% | 90 |
|
|
2019
Q3 | $504K | Sell |
4,208
-447
| -10% | -$53.5K | 0.22% | 85 |
|
|
2019
Q2 | $481K | Hold |
4,655
| – | – | 0.22% | 90 |
|
|
2019
Q1 | $520K | Hold |
4,655
| – | – | 0.26% | 77 |
|
|
2018
Q4 | $454K | Sell |
4,655
-1,000
| -18% | -$97.5K | 0.28% | 74 |
|
|
2018
Q3 | $660K | Hold |
5,655
| – | – | 0.34% | 62 |
|
|
2018
Q2 | $601K | Sell |
5,655
-25
| -0.4% | -$2.66K | 0.35% | 65 |
|
|
2018
Q1 | $594K | Sell |
5,680
-50
| -0.9% | -$5.23K | 0.36% | 68 |
|
|
2017
Q4 | $768K | Hold |
5,730
| – | – | 0.41% | 59 |
|
|
2017
Q3 | $686K | Buy |
5,730
+1,800
| +46% | +$215K | 0.38% | 65 |
|
|
2017
Q2 | $433K | Buy |
3,930
+850
| +28% | +$93.7K | 0.26% | 82 |
|
|
2017
Q1 | $330K | Hold |
3,080
| – | – | 0.2% | 95 |
|
|
2016
Q4 | $354K | Hold |
3,080
| – | – | 0.23% | 88 |
|
|
2016
Q3 | $334K | Hold |
3,080
| – | – | 0.22% | 89 |
|
|
2016
Q2 | $332K | Sell |
3,080
-325
| -10% | -$35K | 0.22% | 88 |
|
|
2016
Q1 | $359K | Sell |
3,405
-1,125
| -25% | -$119K | 0.27% | 76 |
|
|
2015
Q4 | $436K | Sell |
4,530
-125
| -3% | -$12K | 0.33% | 70 |
|
|
2015
Q3 | $459K | Sell |
4,655
-2,995
| -39% | -$295K | 0.36% | 72 |
|
|
2015
Q2 | $741K | Buy |
7,650
+25
| +0.3% | +$2.42K | 0.5% | 63 |
|
|
2015
Q1 | $739K | Sell |
7,625
-125
| -2% | -$12.1K | 0.49% | 64 |
|
|
2014
Q4 | $862K | Sell |
7,750
-1,195
| -13% | -$133K | 0.6% | 59 |
|
|
2014
Q3 | $879K | Buy |
8,945
+45
| +0.5% | +$4.42K | 0.64% | 59 |
|
|
2014
Q2 | $914K | Sell |
8,900
-85
| -0.9% | -$8.73K | 0.65% | 61 |
|
|
2014
Q1 | $875K | Sell |
8,985
-20
| -0.2% | -$1.95K | 0.64% | 61 |
|
|
2013
Q4 | $946K | Sell |
9,005
-110
| -1% | -$11.6K | 0.68% | 58 |
|
|
2013
Q3 | $833K | Buy |
9,115
+250
| +3% | +$22.8K | 0.66% | 59 |
|
|
2013
Q2 | $767K | Buy |
+8,865
| New | +$767K | 0.66% | 59 |
|