McDonald Partners’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 | $2.06M | Sell |
20,394
-5,606
| -22% | -$567K | 0.49% | 57 |
|
|
2025
Q1 | $2.86M | Buy |
26,000
+1,588
| +7% | +$175K | 0.75% | 36 |
|
|
2024
Q4 | $3.08M | Buy |
24,412
+669
| +3% | +$84.4K | 0.79% | 36 |
|
|
2024
Q3 | $3.24M | Sell |
23,743
-2,068
| -8% | -$282K | 0.81% | 34 |
|
|
2024
Q2 | $3.53M | Buy |
25,811
+5,212
| +25% | +$713K | 0.95% | 28 |
|
|
2024
Q1 | $3.06M | Sell |
20,599
-964
| -4% | -$143K | 0.84% | 34 |
|
|
2023
Q4 | $3.39M | Buy |
21,563
+3,972
| +23% | +$625K | 1.01% | 25 |
|
|
2023
Q3 | $2.74M | Sell |
17,591
-62
| -0.4% | -$9.66K | 0.89% | 32 |
|
|
2023
Q2 | $3.16M | Sell |
17,653
-1
| -0% | -$179 | 0.97% | 25 |
|
|
2023
Q1 | $3.42M | Buy |
17,654
+33
| +0.2% | +$6.4K | 1.11% | 20 |
|
|
2022
Q4 | $3.06M | Buy |
17,621
+193
| +1% | +$33.6K | 1.05% | 22 |
|
|
2022
Q3 | $2.82M | Buy |
17,428
+9
| +0.1% | +$1.45K | 1.07% | 22 |
|
|
2022
Q2 | $3.18M | Sell |
17,419
-1,395
| -7% | -$255K | 0.81% | 30 |
|
|
2022
Q1 | $4.04M | Buy |
+18,814
| New | +$4.04M | 0.88% | 26 |
|
|
2021
Q4 | – | Sell |
-18,199
| Closed | -$3.31M | – | 714 |
|
|
2021
Q3 | $3.31M | Buy |
18,199
+268
| +1% | +$48.8K | 0.78% | 33 |
|
|
2021
Q2 | $3.73M | Buy |
17,931
+301
| +2% | +$62.6K | 0.88% | 29 |
|
|
2021
Q1 | $3M | Buy |
17,630
+1,879
| +12% | +$319K | 0.77% | 34 |
|
|
2020
Q4 | $2.65M | Buy |
+15,751
| New | +$2.65M | 0.75% | 36 |
|