Mark Sheptoff Financial Planning’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 | $55.5K | Hold |
550
| – | – | 0.03% | 178 |
|
|
2025
Q1 | $60.5K | Hold |
550
| – | – | 0.03% | 158 |
|
|
2024
Q4 | $69.4K | Sell |
550
-250
| -31% | -$31.5K | 0.04% | 150 |
|
|
2024
Q3 | $109K | Hold |
800
| – | – | 0.06% | 118 |
|
|
2024
Q2 | $109K | Sell |
800
-250
| -24% | -$34.2K | 0.06% | 125 |
|
|
2024
Q1 | $156K | Hold |
1,050
| – | – | 0.09% | 112 |
|
|
2023
Q4 | $165K | Hold |
1,050
| – | – | 0.1% | 100 |
|
|
2023
Q3 | $164K | Hold |
1,050
| – | – | 0.11% | 96 |
|
|
2023
Q2 | $188K | Sell |
1,050
-900
| -46% | -$161K | 0.11% | 97 |
|
|
2023
Q1 | $378K | Hold |
1,950
| – | – | 0.22% | 69 |
|
|
2022
Q4 | $339K | Hold |
1,950
| – | – | 0.2% | 70 |
|
|
2022
Q3 | $315K | Sell |
1,950
-5,456
| -74% | -$881K | 0.19% | 69 |
|
|
2022
Q2 | $1.35M | Sell |
7,406
-100
| -1% | -$18.3K | 0.78% | 27 |
|
|
2022
Q1 | $1.61M | Sell |
7,506
-349
| -4% | -$74.9K | 0.81% | 24 |
|
|
2021
Q4 | $1.68M | Buy |
7,855
+351
| +5% | +$75.2K | 0.8% | 27 |
|
|
2021
Q3 | $1.37M | Sell |
7,504
-1,624
| -18% | -$296K | 0.75% | 27 |
|
|
2021
Q2 | $1.9M | Buy |
9,128
+551
| +6% | +$115K | 1.02% | 21 |
|
|
2021
Q1 | $1.46M | Sell |
8,577
-1,499
| -15% | -$255K | 0.84% | 26 |
|
|
2020
Q4 | $1.7M | Buy |
10,076
+3,151
| +46% | +$531K | 0.97% | 26 |
|
|
2020
Q3 | $1.15M | Buy |
6,925
+5,400
| +354% | +$900K | 0.71% | 34 |
|
|
2020
Q2 | $170K | Sell |
1,525
-100
| -6% | -$11.1K | 0.11% | 97 |
|
|
2020
Q1 | $152K | Buy |
1,625
+1,500
| +1,200% | +$140K | 0.11% | 88 |
|
|
2019
Q4 | $15K | Hold |
125
| – | – | 0.01% | 248 |
|
|
2019
Q3 | $15K | Hold |
125
| – | – | 0.01% | 240 |
|
|
2019
Q2 | $13K | Hold |
125
| – | – | 0.01% | 252 |
|
|
2019
Q1 | $14K | Hold |
125
| – | – | 0.01% | 244 |
|
|
2018
Q4 | $12K | Sell |
125
-2,000
| -94% | -$192K | 0.01% | 229 |
|
|
2018
Q3 | $248K | Buy |
2,125
+1,665
| +362% | +$194K | 0.17% | 91 |
|
|
2018
Q2 | $49K | Buy |
460
+35
| +8% | +$3.73K | 0.04% | 159 |
|
|
2018
Q1 | $44K | Sell |
425
-200
| -32% | -$20.7K | 0.03% | 166 |
|
|
2017
Q4 | $74K | Hold |
625
| – | – | 0.05% | 155 |
|
|
2017
Q3 | $75K | Hold |
625
| – | – | 0.05% | 159 |
|
|
2017
Q2 | $69K | Sell |
625
-1
| -0.2% | -$110 | 0.05% | 158 |
|
|
2017
Q1 | $67K | Buy |
626
+1
| +0.2% | +$107 | 0.05% | 162 |
|
|
2016
Q4 | $72K | Hold |
625
| – | – | 0.05% | 153 |
|
|
2016
Q3 | $68K | Buy |
625
+200
| +47% | +$21.8K | 0.05% | 150 |
|
|
2016
Q2 | $46K | Hold |
425
| – | – | 0.03% | 162 |
|
|
2016
Q1 | $45K | Sell |
425
-50
| -11% | -$5.29K | 0.04% | 161 |
|
|
2015
Q4 | $46K | Hold |
475
| – | – | 0.04% | 171 |
|
|
2015
Q3 | $47K | Sell |
475
-40
| -8% | -$3.96K | 0.04% | 162 |
|
|
2015
Q2 | $50K | Sell |
515
-30
| -6% | -$2.91K | 0.04% | 170 |
|
|
2015
Q1 | $53K | Sell |
545
-30
| -5% | -$2.92K | 0.04% | 164 |
|
|
2014
Q4 | $64K | Hold |
575
| – | – | 0.06% | 151 |
|
|
2014
Q3 | $57K | Sell |
575
-160
| -22% | -$15.9K | 0.05% | 164 |
|
|
2014
Q2 | $75K | Hold |
735
| – | – | 0.06% | 156 |
|
|
2014
Q1 | $72K | Buy |
+735
| New | +$72K | 0.06% | 156 |
|