LA
Lynch & Associates’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Sell |
53,809
-784
| -1% | -$79.1K | 1.09% | 31 |
|
|
2025
Q1 | $6M | Sell |
54,593
-1,300
| -2% | -$143K | 1.3% | 25 |
|
|
2024
Q4 | $7.05M | Sell |
55,893
-543
| -1% | -$68.5K | 1.53% | 20 |
|
|
2024
Q3 | $7.69M | Sell |
56,436
-1,930
| -3% | -$263K | 1.63% | 18 |
|
|
2024
Q2 | $7.99M | Buy |
58,366
+660
| +1% | +$90.3K | 1.8% | 16 |
|
|
2024
Q1 | $8.58M | Sell |
57,706
-2,195
| -4% | -$326K | 1.98% | 14 |
|
|
2023
Q4 | $9.42M | Sell |
59,901
-1,314
| -2% | -$207K | 2.29% | 12 |
|
|
2023
Q3 | $9.54M | Sell |
61,215
-479
| -0.8% | -$74.7K | 2.52% | 10 |
|
|
2023
Q2 | $11.1M | Sell |
61,694
-850
| -1% | -$152K | 2.83% | 9 |
|
|
2023
Q1 | $12.1M | Sell |
62,544
-224
| -0.4% | -$43.5K | 3.18% | 8 |
|
|
2022
Q4 | $10.9M | Buy |
62,768
+87
| +0.1% | +$15.1K | 2.85% | 9 |
|
|
2022
Q3 | $10.1M | Buy |
62,681
+18
| +0% | +$2.91K | 2.96% | 8 |
|
|
2022
Q2 | $11.4M | Buy |
62,663
+18
| +0% | +$3.29K | 3.11% | 8 |
|
|
2022
Q1 | $13.4M | Sell |
62,645
-136
| -0.2% | -$29.2K | 3.25% | 6 |
|
|
2021
Q4 | $13.5M | Sell |
62,781
-130
| -0.2% | -$27.9K | 3.18% | 6 |
|
|
2021
Q3 | $11.5M | Sell |
62,911
-187
| -0.3% | -$34.1K | 2.97% | 6 |
|
|
2021
Q2 | $13.1M | Sell |
63,098
-627
| -1% | -$130K | 3.37% | 6 |
|
|
2021
Q1 | $10.8M | Sell |
63,725
-130,162
| -67% | -$22.1M | 2.93% | 7 |
|
|
2020
Q4 | $32.7M | Sell |
193,887
-4,919
| -2% | -$828K | 8.89% | 1 |
|
|
2020
Q3 | $33.1M | Buy |
198,806
+74
| +0% | +$12.3K | 9.92% | 1 |
|
|
2020
Q2 | $22.1M | Sell |
198,732
-3,048
| -2% | -$339K | 7.15% | 2 |
|
|
2020
Q1 | $18.9M | Sell |
201,780
-646
| -0.3% | -$60.3K | 6.93% | 2 |
|
|
2019
Q4 | $23.7M | Sell |
202,426
-1,215
| -0.6% | -$142K | 6.81% | 1 |
|
|
2019
Q3 | $24.4M | Buy |
203,641
+107,852
| +113% | +$12.9M | 7.46% | 1 |
|
|
2019
Q2 | $9.89M | Sell |
95,789
-198
| -0.2% | -$20.4K | 3.21% | 7 |
|
|
2019
Q1 | $10.7M | Sell |
95,987
-25
| -0% | -$2.79K | 3.56% | 7 |
|
|
2018
Q4 | $9.36M | Sell |
96,012
-1,015
| -1% | -$99K | 3.5% | 6 |
|
|
2018
Q3 | $11.3M | Buy |
97,027
+8,018
| +9% | +$936K | 3.82% | 3 |
|
|
2018
Q2 | $9.46M | Buy |
89,009
+38,706
| +77% | +$4.11M | 3.43% | 7 |
|
|
2018
Q1 | $5.27M | Sell |
50,303
-3,972
| -7% | -$416K | 2.01% | 17 |
|
|
2017
Q4 | $6.47M | Buy |
54,275
+1,260
| +2% | +$150K | 2.42% | 11 |
|
|
2017
Q3 | $6.37M | Sell |
53,015
-102,949
| -66% | -$12.4M | 2.53% | 11 |
|
|
2017
Q2 | $17.2M | Buy |
155,964
+1,450
| +0.9% | +$160K | 6.81% | 1 |
|
|
2017
Q1 | $16.6M | Sell |
154,514
-475
| -0.3% | -$51K | 6.76% | 1 |
|
|
2016
Q4 | $17.8M | Buy |
154,989
+603
| +0.4% | +$69.1K | 7.48% | 1 |
|
|
2016
Q3 | $16.9M | Buy |
154,386
+69
| +0% | +$7.55K | 7.43% | 1 |
|
|
2016
Q2 | $16.6M | Buy |
154,317
+855
| +0.6% | +$92.1K | 7.43% | 1 |
|
|
2016
Q1 | $16.2M | Buy |
153,462
+1,150
| +0.8% | +$121K | 7.7% | 1 |
|
|
2015
Q4 | $14.7M | Buy |
152,312
+1,075
| +0.7% | +$103K | 7.52% | 1 |
|
|
2015
Q3 | $14.9M | Buy |
151,237
+330
| +0.2% | +$32.6K | 8.27% | 1 |
|
|
2015
Q2 | $14.6M | Sell |
150,907
-25
| -0% | -$2.42K | 7.63% | 1 |
|
|
2015
Q1 | $14.6M | Buy |
150,932
+260
| +0.2% | +$25.2K | 7.7% | 1 |
|
|
2014
Q4 | $16.8M | Buy |
150,672
+365
| +0.2% | +$40.6K | 9.01% | 1 |
|
|
2014
Q3 | $14.8M | Sell |
150,307
-300
| -0.2% | -$29.5K | 8.3% | 1 |
|
|
2014
Q2 | $15.5M | Sell |
150,607
-100
| -0.1% | -$10.3K | 8.83% | 1 |
|
|
2014
Q1 | $14.7M | Buy |
150,707
+250
| +0.2% | +$24.3K | 8.66% | 1 |
|
|
2013
Q4 | $15.8M | Buy |
150,457
+150
| +0.1% | +$15.8K | 9.45% | 1 |
|
|
2013
Q3 | $13.7M | Buy |
150,307
+150
| +0.1% | +$13.7K | 9.16% | 1 |
|
|
2013
Q2 | $13M | Buy |
+150,157
| New | +$13M | 8.97% | 1 |
|