Linscomb Wealth’s United Parcel Service UPS Stock Holding History

Linscomb Wealth’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.23M	Buy	51,835 +739	+1%	+$74.6K	0.24%	96
2025 Q1	$5.62M	Buy	51,096 +1,587	+3%	+$175K	0.28%	87
2024 Q4	$6.24M	Buy	49,509 +1,447	+3%	+$182K	0.31%	72
2024 Q3	$6.55M	Sell	48,062 -7,130	-13%	-$972K	0.32%	73
2024 Q2	$7.55M	Sell	55,192 -946	-2%	-$129K	0.39%	63
2024 Q1	$8.34M	Sell	56,138 -152	-0.3%	-$22.6K	0.43%	54
2023 Q4	$8.85M	Sell	56,290 -1,118	-2%	-$176K	0.49%	45
2023 Q3	$8.95M	Sell	57,408 -1,979	-3%	-$308K	0.52%	43
2023 Q2	$10.6M	Sell	59,387 -3,681	-6%	-$660K	0.57%	35
2023 Q1	$12.2M	Sell	63,068 -2,028	-3%	-$393K	0.64%	24
2022 Q4	$11.3M	Buy	65,096 +3,025	+5%	+$526K	0.57%	36
2022 Q3	$10M	Buy	62,071 +1,786	+3%	+$289K	0.61%	37
2022 Q2	$11M	Sell	60,285 -1,703	-3%	-$311K	0.63%	32
2022 Q1	$13.3M	Buy	61,988 +1,227	+2%	+$263K	0.64%	29
2021 Q4	$13M	Buy	60,761 +57	+0.1%	+$12.2K	0.62%	33
2021 Q3	$11.1M	Sell	60,704 -564	-0.9%	-$103K	0.57%	34
2021 Q2	$12.7M	Buy	61,268 +1,238	+2%	+$257K	0.65%	28
2021 Q1	$10.2M	Buy	60,030 +809	+1%	+$138K	0.55%	39
2020 Q4	$9.97M	Sell	59,221 -2,004	-3%	-$337K	0.6%	32
2020 Q3	$10.2M	Buy	61,225 +496	+0.8%	+$82.6K	0.7%	23
2020 Q2	$6.75M	Buy	60,729 +11,786	+24%	+$1.31M	0.49%	50
2020 Q1	$4.57M	Buy	48,943 +3,002	+7%	+$280K	0.4%	51
2019 Q4	$5.38M	Buy	45,941 +1,642	+4%	+$192K	0.35%	51
2019 Q3	$5.31M	Buy	44,299 +2,493	+6%	+$299K	0.43%	44
2019 Q2	$4.32M	Buy	41,806 +535	+1%	+$55.2K	0.35%	57
2019 Q1	$4.61M	Buy	41,271 +649	+2%	+$72.5K	0.39%	48
2018 Q4	$3.96M	Sell	40,622 -2,216	-5%	-$216K	0.37%	48
2018 Q3	$5M	Buy	42,838 +490	+1%	+$57.2K	0.41%	42
2018 Q2	$4.5M	Buy	42,348 +1,575	+4%	+$167K	0.38%	45
2018 Q1	$4.27M	Sell	40,773 -623	-2%	-$65.2K	0.36%	46
2017 Q4	$4.93M	Buy	41,396 +921	+2%	+$110K	0.41%	42
2017 Q3	$4.86M	Buy	40,475 +2,357	+6%	+$283K	0.42%	35
2017 Q2	$4.22M	Buy	38,118 +387	+1%	+$42.8K	0.38%	42
2017 Q1	$4.05M	Buy	37,731 +117	+0.3%	+$12.6K	0.37%	42
2016 Q4	$4.31M	Buy	37,614 +736	+2%	+$84.4K	0.4%	33
2016 Q3	$4.03M	Buy	36,878 +2,825	+8%	+$309K	0.39%	35
2016 Q2	$3.67M	Sell	34,053 -1,660	-5%	-$179K	0.37%	36
2016 Q1	$3.77M	Sell	35,713 -103	-0.3%	-$10.9K	0.41%	34
2015 Q4	$3.45M	Buy	+35,816	New	+$3.45M	0.39%	35
2015 Q3	–	Sell	-35,817	Closed	-$3.47M	–	269
2015 Q2	$3.47M	Buy	35,817 +514	+1%	+$49.8K	0.38%	37
2015 Q1	$3.42M	Buy	35,303 +11,157	+46%	+$1.08M	0.37%	39
2014 Q4	$2.68M	Buy	24,146 +664	+3%	+$73.8K	0.3%	55
2014 Q3	$2.31M	Buy	23,482 +982	+4%	+$96.5K	0.25%	61
2014 Q2	$2.31M	Buy	22,500 +897	+4%	+$92.1K	0.24%	62
2014 Q1	$2.1M	Buy	21,603 +3,467	+19%	+$338K	0.23%	63
2013 Q4	$1.91M	Buy	18,136 +797	+5%	+$83.8K	0.23%	58
2013 Q3	$1.58M	Buy	17,339 +750	+5%	+$68.5K	0.21%	63
2013 Q2	$1.44M	Buy	+16,589	New	+$1.44M	0.2%	64