LPL Financial’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 | $170M | Buy |
1,688,901
+119,402
| +8% | +$12.1M | 0.06% | 316 |
|
|
2025
Q1 | $173M | Buy |
1,569,499
+186,947
| +14% | +$20.6M | 0.07% | 270 |
|
|
2024
Q4 | $174M | Buy |
1,382,552
+37,053
| +3% | +$4.67M | 0.07% | 250 |
|
|
2024
Q3 | $183M | Buy |
1,345,499
+85,794
| +7% | +$11.7M | 0.08% | 216 |
|
|
2024
Q2 | $172M | Buy |
1,259,705
+82,251
| +7% | +$11.3M | 0.09% | 204 |
|
|
2024
Q1 | $175M | Buy |
1,177,454
+5,308
| +0.5% | +$789K | 0.09% | 186 |
|
|
2023
Q4 | $184M | Buy |
1,172,146
+82,260
| +8% | +$12.9M | 0.11% | 168 |
|
|
2023
Q3 | $170M | Buy |
1,089,886
+90,618
| +9% | +$14.1M | 0.12% | 155 |
|
|
2023
Q2 | $179M | Buy |
999,268
+32,830
| +3% | +$5.88M | 0.13% | 138 |
|
|
2023
Q1 | $187M | Buy |
966,438
+173,868
| +22% | +$33.7M | 0.15% | 128 |
|
|
2022
Q4 | $138M | Buy |
792,570
+47,204
| +6% | +$8.21M | 0.12% | 170 |
|
|
2022
Q3 | $120M | Sell |
745,366
-8,108
| -1% | -$1.31M | 0.12% | 164 |
|
|
2022
Q2 | $138M | Buy |
753,474
+63,525
| +9% | +$11.6M | 0.13% | 150 |
|
|
2022
Q1 | $148M | Buy |
689,949
+41,325
| +6% | +$8.85M | 0.13% | 156 |
|
|
2021
Q4 | $139M | Buy |
648,624
+46,114
| +8% | +$9.88M | 0.12% | 160 |
|
|
2021
Q3 | $110M | Buy |
602,510
+14,449
| +2% | +$2.63M | 0.1% | 180 |
|
|
2021
Q2 | $122M | Buy |
588,061
+22,282
| +4% | +$4.63M | 0.12% | 154 |
|
|
2021
Q1 | $96.2M | Sell |
565,779
-9,279
| -2% | -$1.58M | 0.11% | 173 |
|
|
2020
Q4 | $96.8M | Buy |
575,058
+22,681
| +4% | +$3.82M | 0.13% | 153 |
|
|
2020
Q3 | $92M | Sell |
552,377
-73,186
| -12% | -$12.2M | 0.14% | 139 |
|
|
2020
Q2 | $69.6M | Buy |
625,563
+110,021
| +21% | +$12.2M | 0.12% | 155 |
|
|
2020
Q1 | $48.2M | Buy |
515,542
+105,377
| +26% | +$9.84M | 0.1% | 172 |
|
|
2019
Q4 | $48M | Sell |
410,165
-17,265
| -4% | -$2.02M | 0.09% | 202 |
|
|
2019
Q3 | $51.2M | Buy |
427,430
+19,897
| +5% | +$2.38M | 0.1% | 171 |
|
|
2019
Q2 | $42.1M | Buy |
407,533
+28,778
| +8% | +$2.97M | 0.09% | 200 |
|
|
2019
Q1 | $42.3M | Buy |
378,755
+13,804
| +4% | +$1.54M | 0.1% | 190 |
|
|
2018
Q4 | $35.6M | Buy |
364,951
+38,701
| +12% | +$3.77M | 0.09% | 190 |
|
|
2018
Q3 | $38.1M | Buy |
326,250
+11,119
| +4% | +$1.3M | 0.09% | 198 |
|
|
2018
Q2 | $33.5M | Sell |
315,131
-7,363
| -2% | -$782K | 0.09% | 197 |
|
|
2018
Q1 | $33.8M | Buy |
322,494
+100,209
| +45% | +$10.5M | 0.09% | 189 |
|
|
2017
Q4 | $26.5M | Buy |
222,285
+52,931
| +31% | +$6.31M | 0.08% | 205 |
|
|
2017
Q3 | $20.3M | Buy |
169,354
+42,095
| +33% | +$5.06M | 0.07% | 225 |
|
|
2017
Q2 | $14.1M | Buy |
127,259
+81,127
| +176% | +$8.97M | 0.05% | 290 |
|
|
2017
Q1 | $4.91M | Sell |
46,132
-3,256
| -7% | -$346K | 0.03% | 432 |
|
|
2016
Q4 | $5.68M | Sell |
49,388
-5,701
| -10% | -$656K | 0.04% | 359 |
|
|
2016
Q3 | $5.98M | Buy |
55,089
+13,193
| +31% | +$1.43M | 0.06% | 325 |
|
|
2016
Q2 | $4.51M | Sell |
41,896
-110,699
| -73% | -$11.9M | 0.04% | 413 |
|
|
2016
Q1 | $15.9M | Sell |
152,595
-27,619
| -15% | -$2.87M | 0.04% | 320 |
|
|
2015
Q4 | $17.3M | Buy |
180,214
+50,598
| +39% | +$4.85M | 0.05% | 313 |
|
|
2015
Q3 | $13.2M | Sell |
129,616
-18,561
| -13% | -$1.88M | 0.07% | 235 |
|
|
2015
Q2 | $14.3M | Sell |
148,177
-6,872
| -4% | -$664K | 0.07% | 239 |
|
|
2015
Q1 | $15M | Sell |
155,049
-13,374
| -8% | -$1.29M | 0.08% | 228 |
|
|
2014
Q4 | $18.7M | Buy |
168,423
+68,879
| +69% | +$7.66M | 0.1% | 186 |
|
|
2014
Q3 | $9.65M | Buy |
99,544
+8,351
| +9% | +$809K | 0.06% | 286 |
|
|
2014
Q2 | $9.36M | Sell |
91,193
-2,815
| -3% | -$289K | 0.05% | 289 |
|
|
2014
Q1 | $9.15M | Sell |
94,008
-4,396
| -4% | -$428K | 0.06% | 290 |
|
|
2013
Q4 | $10.3M | Sell |
98,404
-6,040
| -6% | -$635K | 0.06% | 258 |
|
|
2013
Q3 | $9.44M | Buy |
104,444
+106
| +0.1% | +$9.58K | 0.06% | 269 |
|
|
2013
Q2 | $9.02M | Buy |
+104,338
| New | +$9.02M | 0.06% | 247 |
|