MTC
McDaniel Terry & Co’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
18,887
-705
| -4% | -$71.2K | 0.16% | 41 |
|
|
2025
Q1 | $2.16M | Sell |
19,592
-7,157
| -27% | -$787K | 0.19% | 42 |
|
|
2024
Q4 | $3.37M | Buy |
26,749
+863
| +3% | +$109K | 0.28% | 35 |
|
|
2024
Q3 | $3.53M | Sell |
25,886
-23
| -0.1% | -$3.14K | 0.3% | 34 |
|
|
2024
Q2 | $3.55M | Sell |
25,909
-362
| -1% | -$49.5K | 0.31% | 36 |
|
|
2024
Q1 | $3.91M | Sell |
26,271
-24
| -0.1% | -$3.57K | 0.35% | 35 |
|
|
2023
Q4 | $4.13M | Buy |
26,295
+3
| +0% | +$472 | 0.4% | 35 |
|
|
2023
Q3 | $4.1M | Buy |
26,292
+2
| +0% | +$312 | 0.43% | 36 |
|
|
2023
Q2 | $4.71M | Sell |
26,290
-129
| -0.5% | -$23.1K | 0.48% | 33 |
|
|
2023
Q1 | $5.13M | Sell |
26,419
-118
| -0.4% | -$22.9K | 0.56% | 34 |
|
|
2022
Q4 | $4.61M | Sell |
26,537
-98
| -0.4% | -$17K | 0.54% | 34 |
|
|
2022
Q3 | $4.3M | Buy |
26,635
+1
| +0% | +$162 | 0.56% | 34 |
|
|
2022
Q2 | $4.86M | Sell |
26,634
-765
| -3% | -$140K | 0.6% | 33 |
|
|
2022
Q1 | $5.88M | Buy |
27,399
+1
| +0% | +$214 | 0.64% | 32 |
|
|
2021
Q4 | $5.87M | Buy |
27,398
+1
| +0% | +$214 | 0.59% | 31 |
|
|
2021
Q3 | $4.99M | Sell |
27,397
-23
| -0.1% | -$4.19K | 0.58% | 31 |
|
|
2021
Q2 | $5.7M | Sell |
27,420
-3,878
| -12% | -$806K | 0.66% | 31 |
|
|
2021
Q1 | $5.32M | Sell |
31,298
-206
| -0.7% | -$35K | 0.65% | 31 |
|
|
2020
Q4 | $5.31M | Sell |
31,504
-1,499
| -5% | -$252K | 0.67% | 31 |
|
|
2020
Q3 | $5.5M | Sell |
33,003
-2,168
| -6% | -$361K | 0.78% | 31 |
|
|
2020
Q2 | $3.91M | Sell |
35,171
-21,287
| -38% | -$2.37M | 0.6% | 32 |
|
|
2020
Q1 | $5.27M | Sell |
56,458
-90,678
| -62% | -$8.47M | 0.97% | 26 |
|
|
2019
Q4 | $17.2M | Sell |
147,136
-2,439
| -2% | -$286K | 2.57% | 22 |
|
|
2019
Q3 | $17.9M | Sell |
149,575
-1,693
| -1% | -$203K | 2.88% | 17 |
|
|
2019
Q2 | $15.6M | Sell |
151,268
-608
| -0.4% | -$62.8K | 2.59% | 22 |
|
|
2019
Q1 | $17M | Sell |
151,876
-851
| -0.6% | -$95.1K | 2.91% | 21 |
|
|
2018
Q4 | $14.9M | Sell |
152,727
-729
| -0.5% | -$71.1K | 2.88% | 21 |
|
|
2018
Q3 | $17.9M | Sell |
153,456
-555
| -0.4% | -$64.8K | 3.02% | 18 |
|
|
2018
Q2 | $16.4M | Buy |
154,011
+512
| +0.3% | +$54.4K | 3.01% | 18 |
|
|
2018
Q1 | $16.1M | Sell |
153,499
-187
| -0.1% | -$19.6K | 2.94% | 19 |
|
|
2017
Q4 | $18.3M | Sell |
153,686
-1,050
| -0.7% | -$125K | 3.24% | 18 |
|
|
2017
Q3 | $18.6M | Sell |
154,736
-4,511
| -3% | -$542K | 3.51% | 15 |
|
|
2017
Q2 | $17.6M | Sell |
159,247
-448
| -0.3% | -$49.5K | 3.42% | 16 |
|
|
2017
Q1 | $17.1M | Buy |
159,695
+3,725
| +2% | +$400K | 3.35% | 17 |
|
|
2016
Q4 | $17.9M | Sell |
155,970
-719
| -0.5% | -$82.4K | 3.71% | 14 |
|
|
2016
Q3 | $17.1M | Buy |
156,689
+2,041
| +1% | +$223K | 3.67% | 14 |
|
|
2016
Q2 | $16.7M | Sell |
154,648
-1,168
| -0.7% | -$126K | 3.74% | 15 |
|
|
2016
Q1 | $16.4M | Buy |
155,816
+6,125
| +4% | +$646K | 3.87% | 15 |
|
|
2015
Q4 | $14.4M | Sell |
149,691
-6
| -0% | -$577 | 3.76% | 16 |
|
|
2015
Q3 | $14.8M | Buy |
149,697
+2,779
| +2% | +$274K | 4.12% | 15 |
|
|
2015
Q2 | $14.2M | Buy |
146,918
+4,310
| +3% | +$418K | 3.59% | 18 |
|
|
2015
Q1 | $13.8M | Buy |
142,608
+3,231
| +2% | +$313K | 3.38% | 18 |
|
|
2014
Q4 | $15.5M | Buy |
139,377
+1,542
| +1% | +$171K | 3.66% | 17 |
|
|
2014
Q3 | $13.5M | Sell |
137,835
-1,325
| -1% | -$130K | 3.24% | 20 |
|
|
2014
Q2 | $14.3M | Buy |
139,160
+1,910
| +1% | +$196K | 3.4% | 21 |
|
|
2014
Q1 | $13.4M | Buy |
137,250
+1,083
| +0.8% | +$105K | 3.39% | 21 |
|
|
2013
Q4 | $14.3M | Buy |
136,167
+6,994
| +5% | +$735K | 3.62% | 15 |
|
|
2013
Q3 | $11.8M | Buy |
129,173
+1,900
| +1% | +$174K | 3.24% | 17 |
|
|
2013
Q2 | $11M | Buy |
+127,273
| New | +$11M | 3.26% | 16 |
|