Mather Group’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 | $2.98M | Buy |
29,551
+4,307
| +17% | +$435K | 0.03% | 154 |
|
|
2025
Q1 | $2.78M | Sell |
25,244
-1,376
| -5% | -$151K | 0.03% | 148 |
|
|
2024
Q4 | $3.36M | Buy |
26,620
+1,823
| +7% | +$230K | 0.04% | 137 |
|
|
2024
Q3 | $3.38M | Sell |
24,797
-2,800
| -10% | -$382K | 0.04% | 135 |
|
|
2024
Q2 | $4.1M | Sell |
27,597
-2,328
| -8% | -$346K | 0.05% | 130 |
|
|
2024
Q1 | $4.71M | Sell |
29,925
-277
| -0.9% | -$43.6K | 0.07% | 94 |
|
|
2023
Q4 | $4.75M | Sell |
30,202
-27
| -0.1% | -$4.25K | 0.07% | 98 |
|
|
2023
Q3 | $4.71M | Sell |
30,229
-604
| -2% | -$94.1K | 0.08% | 91 |
|
|
2023
Q2 | $5.53M | Buy |
30,833
+679
| +2% | +$122K | 0.09% | 93 |
|
|
2023
Q1 | $5.85M | Buy |
30,154
+1,264
| +4% | +$245K | 0.1% | 77 |
|
|
2022
Q4 | $5.02M | Sell |
28,890
-305
| -1% | -$53K | 0.1% | 83 |
|
|
2022
Q3 | $4.72M | Buy |
29,195
+20,542
| +237% | +$3.32M | 0.1% | 84 |
|
|
2022
Q2 | $1.58M | Buy |
8,653
+2,376
| +38% | +$434K | 0.04% | 142 |
|
|
2022
Q1 | $1.35M | Buy |
6,277
+4,530
| +259% | +$971K | 0.03% | 135 |
|
|
2021
Q4 | $374K | Buy |
1,747
+121
| +7% | +$25.9K | 0.01% | 267 |
|
|
2021
Q3 | $296K | Sell |
1,626
-981
| -38% | -$179K | 0.01% | 224 |
|
|
2021
Q2 | $542K | Buy |
2,607
+828
| +47% | +$172K | 0.01% | 156 |
|
|
2021
Q1 | $302K | Buy |
1,779
+382
| +27% | +$64.8K | 0.01% | 208 |
|
|
2020
Q4 | $235K | Buy |
1,397
+143
| +11% | +$24.1K | 0.01% | 217 |
|
|
2020
Q3 | $209K | Buy |
+1,254
| New | +$209K | 0.01% | 223 |
|