MAI Capital 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 | $4.13M | Sell |
40,897
-10,513
| -20% | -$1.06M | 0.03% | 354 |
|
|
2025
Q1 | $5.65M | Sell |
51,410
-9,256
| -15% | -$1.02M | 0.04% | 305 |
|
|
2024
Q4 | $7.65M | Buy |
60,666
+3,482
| +6% | +$439K | 0.06% | 266 |
|
|
2024
Q3 | $7.8M | Sell |
57,184
-7,596
| -12% | -$1.04M | 0.07% | 204 |
|
|
2024
Q2 | $8.87M | Sell |
64,780
-1,303
| -2% | -$178K | 0.09% | 176 |
|
|
2024
Q1 | $9.82M | Buy |
66,083
+15,211
| +30% | +$2.26M | 0.1% | 161 |
|
|
2023
Q4 | $8M | Buy |
50,872
+1,816
| +4% | +$286K | 0.11% | 156 |
|
|
2023
Q3 | $7.65M | Buy |
49,056
+612
| +1% | +$95.4K | 0.11% | 159 |
|
|
2023
Q2 | $8.68M | Sell |
48,444
-3,498
| -7% | -$627K | 0.13% | 143 |
|
|
2023
Q1 | $10.1M | Sell |
51,942
-1,955
| -4% | -$379K | 0.16% | 125 |
|
|
2022
Q4 | $9.37M | Sell |
53,897
-1,416
| -3% | -$246K | 0.16% | 124 |
|
|
2022
Q3 | $8.94M | Buy |
55,313
+10,674
| +24% | +$1.72M | 0.17% | 124 |
|
|
2022
Q2 | $8.15M | Sell |
44,639
-1,265
| -3% | -$231K | 0.16% | 122 |
|
|
2022
Q1 | $9.85M | Sell |
45,904
-7,977
| -15% | -$1.71M | 0.17% | 121 |
|
|
2021
Q4 | $11.5M | Buy |
53,881
+14,621
| +37% | +$3.13M | 0.19% | 107 |
|
|
2021
Q3 | $7.15M | Sell |
39,260
-1,310
| -3% | -$239K | 0.14% | 120 |
|
|
2021
Q2 | $8.44M | Sell |
40,570
-1,983
| -5% | -$412K | 0.17% | 116 |
|
|
2021
Q1 | $7.23M | Sell |
42,553
-763
| -2% | -$130K | 0.16% | 118 |
|
|
2020
Q4 | $7.29M | Sell |
43,316
-312
| -0.7% | -$52.5K | 0.18% | 111 |
|
|
2020
Q3 | $7.27M | Sell |
43,628
-10,912
| -20% | -$1.82M | 0.21% | 96 |
|
|
2020
Q2 | $6.06M | Sell |
54,540
-9,517
| -15% | -$1.06M | 0.19% | 103 |
|
|
2020
Q1 | $5.98M | Buy |
64,057
+5,260
| +9% | +$491K | 0.24% | 86 |
|
|
2019
Q4 | $6.88M | Buy |
58,797
+79
| +0.1% | +$9.25K | 0.22% | 93 |
|
|
2019
Q3 | $7.04M | Sell |
58,718
-1,168
| -2% | -$140K | 0.31% | 86 |
|
|
2019
Q2 | $6.18M | Buy |
59,886
+1,014
| +2% | +$105K | 0.28% | 91 |
|
|
2019
Q1 | $6.58M | Sell |
58,872
-2,098
| -3% | -$234K | 0.34% | 85 |
|
|
2018
Q4 | $5.95M | Sell |
60,970
-46
| -0.1% | -$4.49K | 0.35% | 84 |
|
|
2018
Q3 | $7.12M | Buy |
61,016
+2,223
| +4% | +$260K | 0.36% | 83 |
|
|
2018
Q2 | $6.25M | Buy |
58,793
+11,258
| +24% | +$1.2M | 0.34% | 90 |
|
|
2018
Q1 | $4.98M | Buy |
47,535
+2,283
| +5% | +$239K | 0.28% | 97 |
|
|
2017
Q4 | $5.39M | Sell |
45,252
-23
| -0.1% | -$2.74K | 0.31% | 94 |
|
|
2017
Q3 | $5.44M | Buy |
45,275
+1,392
| +3% | +$167K | 0.33% | 88 |
|
|
2017
Q2 | $4.85M | Buy |
43,883
+4,236
| +11% | +$468K | 0.31% | 87 |
|
|
2017
Q1 | $4.25M | Buy |
39,647
+9,305
| +31% | +$998K | 0.29% | 97 |
|
|
2016
Q4 | $3.48M | Sell |
30,342
-630
| -2% | -$72.2K | 0.25% | 103 |
|
|
2016
Q3 | $3.39M | Sell |
30,972
-14,456
| -32% | -$1.58M | 0.26% | 99 |
|
|
2016
Q2 | $4.89M | Sell |
45,428
-6,661
| -13% | -$718K | 0.38% | 76 |
|
|
2016
Q1 | $5.49M | Buy |
52,089
+742
| +1% | +$78.3K | 0.42% | 72 |
|
|
2015
Q4 | $4.94M | Buy |
51,347
+10,912
| +27% | +$1.05M | 0.38% | 76 |
|
|
2015
Q3 | $3.99M | Buy |
40,435
+20,703
| +105% | +$2.04M | 0.3% | 94 |
|
|
2015
Q2 | $1.91M | Buy |
19,732
+2,171
| +12% | +$210K | 0.13% | 153 |
|
|
2015
Q1 | $1.7M | Buy |
17,561
+11,100
| +172% | +$1.08M | 0.11% | 157 |
|
|
2014
Q4 | $718K | Buy |
6,461
+4,387
| +212% | +$488K | 0.05% | 249 |
|
|
2014
Q3 | $204K | Buy |
+2,074
| New | +$204K | 0.02% | 370 |
|