MCP
Martin Capital Partners’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
55,866
+39,706
| +246% | +$4.01M | 2.21% | 22 |
|
|
2025
Q1 | $1.78M | Sell |
16,160
-351
| -2% | -$38.6K | 2.13% | 24 |
|
|
2024
Q4 | $2.08M | Sell |
16,511
-12,995
| -44% | -$1.64M | 2.47% | 14 |
|
|
2024
Q3 | $4.02M | Sell |
29,506
-9,302
| -24% | -$1.27M | 1.99% | 25 |
|
|
2024
Q2 | $5.31M | Buy |
38,808
+5,885
| +18% | +$805K | 2.15% | 25 |
|
|
2024
Q1 | $4.89M | Buy |
32,923
+978
| +3% | +$145K | 1.88% | 31 |
|
|
2023
Q4 | $5.02M | Sell |
31,945
-923
| -3% | -$145K | 2.05% | 29 |
|
|
2023
Q3 | $5.12M | Buy |
32,868
+95
| +0.3% | +$14.8K | 2.16% | 21 |
|
|
2023
Q2 | $5.88M | Sell |
32,773
-323
| -1% | -$57.9K | 2.39% | 18 |
|
|
2023
Q1 | $6.42M | Buy |
33,096
+820
| +3% | +$159K | 2.67% | 13 |
|
|
2022
Q4 | $5.61M | Buy |
32,276
+698
| +2% | +$121K | 2.32% | 19 |
|
|
2022
Q3 | $5.1M | Buy |
31,578
+1,866
| +6% | +$301K | 2.37% | 17 |
|
|
2022
Q2 | $5.42M | Buy |
29,712
+970
| +3% | +$177K | 2.57% | 11 |
|
|
2022
Q1 | $6.16M | Buy |
28,742
+1,083
| +4% | +$232K | 2.81% | 12 |
|
|
2021
Q4 | $5.93M | Buy |
27,659
+95
| +0.3% | +$20.4K | 2.8% | 9 |
|
|
2021
Q3 | $5.02M | Sell |
27,564
-46
| -0.2% | -$8.38K | 2.53% | 15 |
|
|
2021
Q2 | $5.74M | Buy |
27,610
+123
| +0.4% | +$25.6K | 2.91% | 6 |
|
|
2021
Q1 | $4.67M | Buy |
27,487
+222
| +0.8% | +$37.7K | 2.48% | 16 |
|
|
2020
Q4 | $4.59M | Sell |
27,265
-12,702
| -32% | -$2.14M | 2.68% | 15 |
|
|
2020
Q3 | $6.66M | Sell |
39,967
-10,091
| -20% | -$1.68M | 4.45% | 1 |
|
|
2020
Q2 | $5.57M | Sell |
50,058
-836
| -2% | -$92.9K | 3.91% | 2 |
|
|
2020
Q1 | $4.76M | Buy |
50,894
+9,605
| +23% | +$897K | 3.62% | 4 |
|
|
2019
Q4 | $4.83M | Buy |
41,289
+1,952
| +5% | +$228K | 2.86% | 9 |
|
|
2019
Q3 | $4.71M | Buy |
39,337
+17,605
| +81% | +$2.11M | 3.17% | 7 |
|
|
2019
Q2 | $2.24M | Buy |
+21,732
| New | +$2.24M | 1.59% | 32 |
|