MCAI
Members Capital Advisors Inc’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Hold |
1,481
| – | – | 0.17% | 26 |
|
|
2025
Q1 | $163K | Hold |
1,481
| – | – | 0.19% | 25 |
|
|
2024
Q4 | $187K | Hold |
1,481
| – | – | 0.17% | 22 |
|
|
2024
Q3 | $202K | Hold |
1,481
| – | – | 0.23% | 21 |
|
|
2024
Q2 | $203K | Hold |
1,481
| – | – | 0.24% | 18 |
|
|
2024
Q1 | $220K | Hold |
1,481
| – | – | 0.62% | 15 |
|
|
2023
Q4 | $233K | Sell |
1,481
-6,700
| -82% | -$1.05M | 0.67% | 13 |
|
|
2023
Q3 | $1.28M | Buy |
8,181
+6,700
| +452% | +$1.04M | 1.58% | 24 |
|
|
2023
Q2 | $265K | Sell |
1,481
-17,616
| -92% | -$3.16M | 0.27% | 56 |
|
|
2023
Q1 | $3.7M | Hold |
19,097
| – | – | 2.68% | 4 |
|
|
2022
Q4 | $3.32M | Hold |
19,097
| – | – | 2.39% | 4 |
|
|
2022
Q3 | $3.09M | Hold |
19,097
| – | – | 2.43% | 4 |
|
|
2022
Q2 | $3.49M | Hold |
19,097
| – | – | 2.52% | 4 |
|
|
2022
Q1 | $4.1M | Hold |
19,097
| – | – | 2.63% | 4 |
|
|
2021
Q4 | $4.09M | Hold |
19,097
| – | – | 2.1% | 7 |
|
|
2021
Q3 | $3.48M | Hold |
19,097
| – | – | 1.89% | 6 |
|
|
2021
Q2 | $3.97M | Hold |
19,097
| – | – | 2.46% | 4 |
|
|
2021
Q1 | $3.25M | Hold |
19,097
| – | – | 2.49% | 3 |
|
|
2020
Q4 | $3.22M | Hold |
19,097
| – | – | 2.73% | 4 |
|
|
2020
Q3 | $3.18M | Buy |
+19,097
| New | +$3.18M | 2.99% | 3 |
|
|
2020
Q1 | – | Sell |
-14,697
| Closed | -$1.72M | – | 43 |
|
|
2019
Q4 | $1.72M | Buy |
+14,697
| New | +$1.72M | 1.31% | 13 |
|