LC
Lincoln Capital’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Sell |
6,093
-20
| -0.3% | -$2.02K | 0.12% | 85 |
|
|
2025
Q1 | $592K | Sell |
6,113
-337
| -5% | -$32.6K | 0.12% | 77 |
|
|
2024
Q4 | $813K | Sell |
6,450
-400
| -6% | -$50.4K | 0.17% | 61 |
|
|
2024
Q3 | $934K | Sell |
6,850
-82
| -1% | -$11.2K | 0.2% | 59 |
|
|
2024
Q2 | $949K | Sell |
6,932
-301
| -4% | -$41.2K | 0.21% | 53 |
|
|
2024
Q1 | $1.08M | Hold |
7,233
| – | – | 0.24% | 49 |
|
|
2023
Q4 | $1.14M | Sell |
7,233
-33
| -0.5% | -$5.19K | 0.28% | 47 |
|
|
2023
Q3 | $1.13M | Sell |
7,266
-39
| -0.5% | -$6.08K | 0.3% | 42 |
|
|
2023
Q2 | $1.31M | Sell |
7,305
-35
| -0.5% | -$6.27K | 0.34% | 42 |
|
|
2023
Q1 | $1.42M | Sell |
7,340
-4
| -0.1% | -$776 | 0.39% | 40 |
|
|
2022
Q4 | $1.28M | Buy |
7,344
+54
| +0.7% | +$9.39K | 0.37% | 41 |
|
|
2022
Q3 | $1.18M | Hold |
7,290
| – | – | 0.37% | 42 |
|
|
2022
Q2 | $1.33M | Hold |
7,290
| – | – | 0.37% | 42 |
|
|
2022
Q1 | $1.56M | Sell |
7,290
-398
| -5% | -$85.3K | 0.37% | 41 |
|
|
2021
Q4 | $1.65M | Sell |
7,688
-122
| -2% | -$26.2K | 0.41% | 35 |
|
|
2021
Q3 | $1.42M | Sell |
7,810
-45
| -0.6% | -$8.19K | 0.39% | 36 |
|
|
2021
Q2 | $1.63M | Sell |
7,855
-15
| -0.2% | -$3.12K | 0.46% | 34 |
|
|
2021
Q1 | $1.34M | Hold |
7,870
| – | – | 0.42% | 33 |
|
|
2020
Q4 | $1.33M | Hold |
7,870
| – | – | 0.43% | 31 |
|
|
2020
Q3 | $1.31M | Sell |
7,870
-39
| -0.5% | -$6.5K | 0.48% | 32 |
|
|
2020
Q2 | $879K | Sell |
7,909
-90
| -1% | -$10K | 0.37% | 38 |
|
|
2020
Q1 | $747K | Sell |
7,999
-168
| -2% | -$15.7K | 0.38% | 41 |
|
|
2019
Q4 | $956K | Sell |
8,167
-111
| -1% | -$13K | 0.39% | 34 |
|
|
2019
Q3 | $992K | Sell |
8,278
-164
| -2% | -$19.7K | 0.44% | 32 |
|
|
2019
Q2 | $872K | Sell |
8,442
-574
| -6% | -$59.3K | 0.39% | 33 |
|
|
2019
Q1 | $1.01M | Sell |
9,016
-40
| -0.4% | -$4.47K | 0.49% | 31 |
|
|
2018
Q4 | $883K | Sell |
9,056
-178
| -2% | -$17.4K | 0.48% | 30 |
|
|
2018
Q3 | $1.08M | Sell |
9,234
-117
| -1% | -$13.7K | 0.53% | 29 |
|
|
2018
Q2 | $1.02M | Sell |
9,351
-205
| -2% | -$22.3K | 0.54% | 28 |
|
|
2018
Q1 | $1M | Sell |
9,556
-455
| -5% | -$47.6K | 0.54% | 29 |
|
|
2017
Q4 | $1.19M | Sell |
10,011
-22
| -0.2% | -$2.62K | 0.67% | 28 |
|
|
2017
Q3 | $1.21M | Sell |
10,033
-100
| -1% | -$12K | 0.74% | 29 |
|
|
2017
Q2 | $1.12M | Sell |
10,133
-410
| -4% | -$45.4K | 0.7% | 29 |
|
|
2017
Q1 | $1.13M | Sell |
10,543
-38,074
| -78% | -$4.08M | 0.76% | 29 |
|
|
2016
Q4 | $5.57M | Sell |
48,617
-2,208
| -4% | -$253K | 3.97% | 9 |
|
|
2016
Q3 | $5.56M | Sell |
50,825
-5,140
| -9% | -$562K | 4.1% | 8 |
|
|
2016
Q2 | $6.03M | Sell |
55,965
-524
| -0.9% | -$56.4K | 4.51% | 8 |
|
|
2016
Q1 | $5.96M | Sell |
56,489
-1,988
| -3% | -$210K | 4.47% | 8 |
|
|
2015
Q4 | $5.63M | Sell |
58,477
-449
| -0.8% | -$43.2K | 4.48% | 8 |
|
|
2015
Q3 | $5.82M | Buy |
58,926
+1,470
| +3% | +$145K | 4.82% | 8 |
|
|
2015
Q2 | $5.57M | Sell |
57,456
-369
| -0.6% | -$35.8K | 4.7% | 8 |
|
|
2015
Q1 | $5.61M | Buy |
57,825
+373
| +0.6% | +$36.2K | 4.81% | 8 |
|
|
2014
Q4 | $6.39M | Buy |
+57,452
| New | +$6.39M | 5.54% | 5 |
|