Mitchell & Pahl Private Wealth’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 | $1.92M | Buy |
19,006
+1,079
| +6% | +$109K | 0.85% | 43 |
|
|
2025
Q1 | $1.97M | Buy |
17,927
+1,186
| +7% | +$130K | 0.92% | 42 |
|
|
2024
Q4 | $2.11M | Buy |
16,741
+1,249
| +8% | +$158K | 0.99% | 39 |
|
|
2024
Q3 | $2.11M | Buy |
15,492
+563
| +4% | +$76.8K | 0.98% | 35 |
|
|
2024
Q2 | $2.04M | Buy |
14,929
+169
| +1% | +$23.1K | 1.08% | 29 |
|
|
2024
Q1 | $2.19M | Buy |
14,760
+341
| +2% | +$50.7K | 1.15% | 23 |
|
|
2023
Q4 | $2.27M | Sell |
14,419
-414
| -3% | -$65.1K | 1.29% | 17 |
|
|
2023
Q3 | $2.31M | Buy |
14,833
+556
| +4% | +$86.7K | 1.37% | 14 |
|
|
2023
Q2 | $2.56M | Buy |
14,277
+129
| +0.9% | +$23.1K | 1.54% | 13 |
|
|
2023
Q1 | $2.74M | Buy |
14,148
+171
| +1% | +$33.2K | 1.72% | 8 |
|
|
2022
Q4 | $2.43M | Sell |
13,977
-15
| -0.1% | -$2.61K | 1.59% | 12 |
|
|
2022
Q3 | $2.26M | Buy |
13,992
+73
| +0.5% | +$11.8K | 1.67% | 10 |
|
|
2022
Q2 | $2.54M | Buy |
13,919
+337
| +2% | +$61.5K | 1.77% | 9 |
|
|
2022
Q1 | $2.91M | Buy |
13,582
+103
| +0.8% | +$22.1K | 1.85% | 5 |
|
|
2021
Q4 | $2.89M | Buy |
13,479
+113
| +0.8% | +$24.2K | 1.85% | 7 |
|
|
2021
Q3 | $2.43M | Buy |
13,366
+28
| +0.2% | +$5.1K | 1.75% | 7 |
|
|
2021
Q2 | $2.77M | Buy |
13,338
+232
| +2% | +$48.3K | 1.98% | 5 |
|
|
2021
Q1 | $2.23M | Buy |
13,106
+548
| +4% | +$93.2K | 1.73% | 9 |
|
|
2020
Q4 | $2.12M | Buy |
+12,558
| New | +$2.12M | 1.78% | 9 |
|