Mendel Money Management’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 | $1.13M | Buy |
11,243
+5,065
| +82% | +$511K | 0.5% | 59 |
|
|
2025
Q1 | $680K | Buy |
6,178
+228
| +4% | +$25.1K | 0.32% | 82 |
|
|
2024
Q4 | $750K | Sell |
5,950
-11
| -0.2% | -$1.39K | 0.34% | 71 |
|
|
2024
Q3 | $813K | Buy |
5,961
+68
| +1% | +$9.27K | 0.35% | 72 |
|
|
2024
Q2 | $806K | Sell |
5,893
-318
| -5% | -$43.5K | 0.38% | 63 |
|
|
2024
Q1 | $923K | Buy |
6,211
+519
| +9% | +$77.1K | 0.43% | 57 |
|
|
2023
Q4 | $895K | Sell |
5,692
-117
| -2% | -$18.4K | 0.43% | 55 |
|
|
2023
Q3 | $905K | Buy |
5,809
+429
| +8% | +$66.9K | 0.49% | 50 |
|
|
2023
Q2 | $964K | Buy |
5,380
+728
| +16% | +$130K | 0.5% | 51 |
|
|
2023
Q1 | $902K | Buy |
4,652
+163
| +4% | +$31.6K | 0.49% | 48 |
|
|
2022
Q4 | $780K | Sell |
4,489
-75
| -2% | -$13K | 0.44% | 50 |
|
|
2022
Q3 | $737K | Buy |
4,564
+101
| +2% | +$16.3K | 0.46% | 49 |
|
|
2022
Q2 | $815K | Buy |
4,463
+12
| +0.3% | +$2.19K | 0.49% | 44 |
|
|
2022
Q1 | $955K | Buy |
+4,451
| New | +$955K | 0.47% | 46 |
|
|
2021
Q3 | – | Sell |
-1,320
| Closed | -$275K | – | 72 |
|
|
2021
Q2 | $275K | Hold |
1,320
| – | – | 0.17% | 61 |
|
|
2021
Q1 | $224K | Hold |
1,320
| – | – | 0.15% | 65 |
|
|
2020
Q4 | $222K | Hold |
1,320
| – | – | 0.16% | 61 |
|
|
2020
Q3 | $220K | Buy |
+1,320
| New | +$220K | 0.17% | 57 |
|