Marble Harbor Investment Counsel’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $360K | Hold |
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|
2024
Q3 | $389K | Hold |
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|
2024
Q2 | $391K | Hold |
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|
2024
Q1 | $424K | Hold |
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $575K | Sell |
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|
2023
Q1 | $692K | Buy |
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|
2022
Q4 | $579K | Buy |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $296K | Sell |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $238K | Hold |
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|
2020
Q4 | $236K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $229K | Sell |
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|
2018
Q4 | $224K | Hold |
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|
2018
Q3 | $269K | Hold |
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|
2018
Q2 | $244K | Sell |
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|
2018
Q1 | $375K | Buy |
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|
2017
Q4 | $307K | Buy |
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|
2017
Q3 | $261K | Buy |
|