Mill Capital 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
Q1 | – | Sell |
-1,600
| Closed | -$202K | – | 126 |
|
|
2024
Q4 | $202K | Hold |
1,600
| – | – | 0.02% | 117 |
|
|
2024
Q3 | $218K | Sell |
1,600
-11,000
| -87% | -$1.5M | 0.02% | 116 |
|
|
2024
Q2 | $1.72M | Sell |
12,600
-1,500
| -11% | -$205K | 0.14% | 58 |
|
|
2024
Q1 | $2.1M | Sell |
14,100
-400
| -3% | -$59.5K | 0.18% | 58 |
|
|
2023
Q4 | $2.28M | Hold |
14,500
| – | – | 0.2% | 57 |
|
|
2023
Q3 | $2.26M | Sell |
14,500
-253
| -2% | -$39.4K | 0.22% | 55 |
|
|
2023
Q2 | $2.64M | Sell |
14,753
-837
| -5% | -$150K | 0.25% | 49 |
|
|
2023
Q1 | $3.02M | Buy |
15,590
+3,140
| +25% | +$609K | 0.31% | 48 |
|
|
2022
Q4 | $2.16M | Sell |
12,450
-1
| -0% | -$174 | 0.24% | 54 |
|
|
2022
Q3 | $2.01M | Sell |
12,451
-300
| -2% | -$48.5K | 0.23% | 53 |
|
|
2022
Q2 | $2.33M | Buy |
12,751
+200
| +2% | +$36.5K | 0.26% | 49 |
|
|
2022
Q1 | $2.69M | Buy |
12,551
+10,551
| +528% | +$2.26M | 0.26% | 48 |
|
|
2021
Q4 | $429K | Buy |
+2,000
| New | +$429K | 0.04% | 91 |
|