MCF Advisors’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 | $105K | Buy |
1,042
+315
| +43% | +$31.8K | 0.01% | 304 |
|
|
2025
Q1 | $79.9K | Sell |
727
-279
| -28% | -$30.7K | 0.01% | 339 |
|
|
2024
Q4 | $127K | Sell |
1,006
-108
| -10% | -$13.6K | 0.01% | 282 |
|
|
2024
Q3 | $152K | Buy |
1,114
+271
| +32% | +$36.9K | 0.01% | 263 |
|
|
2024
Q2 | $115K | Sell |
843
-4
| -0.5% | -$548 | 0.01% | 289 |
|
|
2024
Q1 | $126K | Buy |
847
+30
| +4% | +$4.46K | 0.01% | 279 |
|
|
2023
Q4 | $128K | Buy |
817
+245
| +43% | +$38.5K | 0.01% | 271 |
|
|
2023
Q3 | $89.1K | Sell |
572
-268
| -32% | -$41.8K | 0.01% | 301 |
|
|
2023
Q2 | $151K | Hold |
840
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $163K | Buy |
840
+268
| +47% | +$52K | 0.02% | 233 |
|
|
2022
Q4 | $99.4K | Sell |
572
-125
| -18% | -$21.7K | 0.01% | 275 |
|
|
2022
Q3 | $113K | Buy |
697
+5
| +0.7% | +$811 | 0.01% | 251 |
|
|
2022
Q2 | $126K | Buy |
692
+23
| +3% | +$4.19K | 0.01% | 232 |
|
|
2022
Q1 | $143K | Buy |
+669
| New | +$143K | 0.01% | 226 |
|
|
2021
Q4 | – | Sell |
-469
| Closed | -$85K | – | 640 |
|
|
2021
Q3 | $85K | Buy |
469
+320
| +215% | +$58K | 0.01% | 262 |
|
|
2021
Q2 | $31K | Hold |
149
| – | – | ﹤0.01% | 342 |
|
|
2021
Q1 | $25K | Sell |
149
-90
| -38% | -$15.1K | ﹤0.01% | 344 |
|
|
2020
Q4 | $40K | Sell |
239
-81
| -25% | -$13.6K | ﹤0.01% | 267 |
|
|
2020
Q3 | $53K | Buy |
320
+171
| +115% | +$28.3K | 0.01% | 233 |
|
|
2020
Q2 | $17K | Hold |
149
| – | – | ﹤0.01% | 319 |
|
|
2020
Q1 | $14K | Sell |
149
-43
| -22% | -$4.04K | ﹤0.01% | 336 |
|
|
2019
Q4 | $22K | Hold |
192
| – | – | ﹤0.01% | 322 |
|
|
2019
Q3 | $23K | Buy |
192
+83
| +76% | +$9.94K | ﹤0.01% | 314 |
|
|
2019
Q2 | $11K | Hold |
109
| – | – | ﹤0.01% | 352 |
|
|
2019
Q1 | $12K | Hold |
109
| – | – | ﹤0.01% | 335 |
|
|
2018
Q4 | $11K | Hold |
109
| – | – | ﹤0.01% | 350 |
|
|
2018
Q3 | $13K | Hold |
109
| – | – | ﹤0.01% | 343 |
|
|
2018
Q2 | $12K | Hold |
109
| – | – | ﹤0.01% | 327 |
|
|
2018
Q1 | $11K | Sell |
109
-1,345
| -93% | -$136K | ﹤0.01% | 333 |
|
|
2017
Q4 | $173K | Hold |
1,454
| – | – | 0.03% | 135 |
|
|
2017
Q3 | $175K | Hold |
1,454
| – | – | 0.03% | 128 |
|
|
2017
Q2 | $161K | Hold |
1,454
| – | – | 0.03% | 119 |
|
|
2017
Q1 | $156K | Sell |
1,454
-118
| -8% | -$12.7K | 0.03% | 123 |
|
|
2016
Q4 | $180K | Hold |
1,572
| – | – | 0.04% | 101 |
|
|
2016
Q3 | $172K | Sell |
1,572
-94
| -6% | -$10.3K | 0.04% | 104 |
|
|
2016
Q2 | $179K | Buy |
1,666
+21
| +1% | +$2.26K | 0.04% | 113 |
|
|
2016
Q1 | $174K | Hold |
1,645
| – | – | 0.05% | 99 |
|
|
2015
Q4 | $158K | Hold |
1,645
| – | – | 0.04% | 105 |
|
|
2015
Q3 | $162K | Hold |
1,645
| – | – | 0.04% | 105 |
|
|
2015
Q2 | $159K | Hold |
1,645
| – | – | 0.04% | 105 |
|
|
2015
Q1 | $159K | Hold |
1,645
| – | – | 0.04% | 102 |
|
|
2014
Q4 | $183K | Hold |
1,645
| – | – | 0.05% | 95 |
|
|
2014
Q3 | $160K | Hold |
1,645
| – | – | 0.05% | 101 |
|
|
2014
Q2 | $160K | Sell |
1,645
-39
| -2% | -$3.79K | 0.05% | 100 |
|
|
2014
Q1 | $164K | Hold |
1,684
| – | – | 0.06% | 101 |
|
|
2013
Q4 | $164K | Hold |
1,684
| – | – | 0.06% | 98 |
|
|
2013
Q3 | $164K | Buy |
1,684
+339
| +25% | +$33K | 0.09% | 90 |
|
|
2013
Q2 | $131K | Buy |
+1,345
| New | +$131K | 0.08% | 100 |
|