Loudon Investment 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 | $449K | Sell |
4,450
-4,535
| -50% | -$458K | 0.25% | 79 |
|
|
2025
Q1 | $988K | Sell |
8,985
-2,171
| -19% | -$239K | 0.56% | 44 |
|
|
2024
Q4 | $1.41M | Sell |
11,156
-1,049
| -9% | -$132K | 0.8% | 38 |
|
|
2024
Q3 | $1.66M | Sell |
12,205
-700
| -5% | -$95.4K | 0.91% | 35 |
|
|
2024
Q2 | $1.77M | Buy |
12,905
+1,700
| +15% | +$233K | 1.04% | 32 |
|
|
2024
Q1 | $1.67M | Hold |
11,205
| – | – | 0.96% | 36 |
|
|
2023
Q4 | $1.76M | Hold |
11,205
| – | – | 1.09% | 33 |
|
|
2023
Q3 | $1.75M | Sell |
11,205
-47
| -0.4% | -$7.33K | 1.2% | 29 |
|
|
2023
Q2 | $2.02M | Buy |
11,252
+45
| +0.4% | +$8.07K | 1.33% | 29 |
|
|
2023
Q1 | $2.17M | Buy |
11,207
+56
| +0.5% | +$10.9K | 1.51% | 24 |
|
|
2022
Q4 | $1.94M | Sell |
11,151
-578
| -5% | -$100K | 1.4% | 28 |
|
|
2022
Q3 | $1.9M | Buy |
11,729
+100
| +0.9% | +$16.2K | 1.51% | 24 |
|
|
2022
Q2 | $2.12M | Sell |
11,629
-50
| -0.4% | -$9.13K | 1.59% | 22 |
|
|
2022
Q1 | $2.51M | Sell |
11,679
-1,200
| -9% | -$257K | 1.65% | 22 |
|
|
2021
Q4 | $2.76M | Hold |
12,879
| – | – | 1.76% | 17 |
|
|
2021
Q3 | $2.35M | Sell |
12,879
-460
| -3% | -$83.8K | 1.67% | 19 |
|
|
2021
Q2 | $2.77M | Sell |
13,339
-777
| -6% | -$162K | 1.89% | 19 |
|
|
2021
Q1 | $2.4M | Buy |
14,116
+1
| +0% | +$170 | 1.72% | 23 |
|
|
2020
Q4 | $2.38M | Sell |
14,115
-75
| -0.5% | -$12.6K | 1.86% | 20 |
|
|
2020
Q3 | $2.36M | Sell |
14,190
-350
| -2% | -$58.3K | 2% | 17 |
|
|
2020
Q2 | $1.62M | Buy |
14,540
+2,265
| +18% | +$252K | 1.4% | 25 |
|
|
2020
Q1 | $1.15M | Buy |
12,275
+111
| +0.9% | +$10.4K | 1.2% | 32 |
|
|
2019
Q4 | $1.42M | Hold |
12,164
| – | – | 1.11% | 34 |
|
|
2019
Q3 | $1.46M | Hold |
12,164
| – | – | 1.23% | 31 |
|
|
2019
Q2 | $1.26M | Buy |
12,164
+5,605
| +85% | +$579K | 1.07% | 36 |
|
|
2019
Q1 | $733K | Buy |
6,559
+935
| +17% | +$104K | 0.64% | 45 |
|
|
2018
Q4 | $549K | Buy |
5,624
+770
| +16% | +$75.2K | 0.52% | 56 |
|
|
2018
Q3 | $567K | Sell |
4,854
-1,900
| -28% | -$222K | 0.46% | 60 |
|
|
2018
Q2 | $717K | Buy |
6,754
+3,875
| +135% | +$411K | 0.57% | 50 |
|
|
2018
Q1 | $301K | Hold |
2,879
| – | – | 0.24% | 72 |
|
|
2017
Q4 | $343K | Hold |
2,879
| – | – | 0.26% | 70 |
|
|
2017
Q3 | $346K | Hold |
2,879
| – | – | 0.27% | 69 |
|
|
2017
Q2 | $318K | Buy |
2,879
+985
| +52% | +$109K | 0.24% | 70 |
|
|
2017
Q1 | $203K | Hold |
1,894
| – | – | 0.15% | 88 |
|
|
2016
Q4 | $217K | Hold |
1,894
| – | – | 0.17% | 80 |
|
|
2016
Q3 | $207K | Hold |
1,894
| – | – | 0.16% | 84 |
|
|
2016
Q2 | $204K | Buy |
+1,894
| New | +$204K | 0.16% | 77 |
|