Mitchell Sinkler & Starr’s United Parcel Service UPS Stock Holding History

Mitchell Sinkler & Starr’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$899K	Sell	8,903 -134	-1%	-$13.5K	0.43%	57
2025 Q1	$994K	Sell	9,037 -100	-1%	-$11K	0.28%	63
2024 Q4	$1.15M	Sell	9,137 -878	-9%	-$111K	0.31%	62
2024 Q3	$1.37M	Buy	10,015 +285	+3%	+$38.9K	0.34%	62
2024 Q2	$1.41M	Sell	9,730 -660	-6%	-$95.5K	0.36%	61
2024 Q1	$1.54M	Sell	10,390 -9,195	-47%	-$1.37M	0.39%	62
2023 Q4	$3.08M	Buy	19,585 +7,250	+59%	+$1.14M	0.56%	44
2023 Q3	$1.92M	Buy	12,335 +2,585	+27%	+$403K	0.59%	41
2023 Q2	$1.75M	Buy	9,750 +285	+3%	+$51.1K	0.5%	49
2023 Q1	$1.84M	Buy	9,465 +2,091	+28%	+$406K	0.54%	44
2022 Q4	$1.28M	Buy	7,374 +385	+6%	+$66.9K	0.41%	52
2022 Q3	$1.13M	Buy	6,989 +1,069	+18%	+$173K	0.44%	53
2022 Q2	$1.08M	Buy	5,920 +700	+13%	+$128K	0.4%	56
2022 Q1	$1.12M	Sell	5,220 -100	-2%	-$21.4K	0.35%	59
2021 Q4	$1.14M	Buy	5,320 +263	+5%	+$56.4K	0.34%	60
2021 Q3	$921K	Sell	5,057 -100	-2%	-$18.2K	0.83%	46
2021 Q2	$1.07M	Sell	5,157 -78	-1%	-$16.2K	0.98%	40
2021 Q1	$890K	Buy	5,235 +185	+4%	+$31.5K	0.86%	43
2020 Q4	$850K	Sell	5,050 -440	-8%	-$74.1K	0.81%	45
2020 Q3	$915K	Hold	5,490	–	–	0.93%	37
2020 Q2	$610K	Hold	5,490	–	–	0.69%	48
2020 Q1	$513K	Hold	5,490	–	–	0.67%	49
2019 Q4	$643K	Hold	5,490	–	–	0.68%	51
2019 Q3	$658K	Sell	5,490 -1,700	-24%	-$204K	0.84%	48
2019 Q2	$743K	Sell	7,190 -130	-2%	-$13.4K	0.85%	43
2019 Q1	$818K	Sell	7,320 -900	-11%	-$101K	0.94%	42
2018 Q4	$802K	Sell	8,220 -75	-0.9%	-$7.32K	0.99%	39
2018 Q3	$968K	Sell	8,295 -425	-5%	-$49.6K	1.01%	39
2018 Q2	$926K	Buy	8,720 +900	+12%	+$95.6K	1.02%	39
2018 Q1	$818K	Buy	7,820 +2,470	+46%	+$258K	0.93%	45
2017 Q4	$637K	Hold	5,350	–	–	0.94%	43
2017 Q3	$642K	Hold	5,350	–	–	1.01%	40
2017 Q2	$592K	Buy	5,350 +400	+8%	+$44.3K	0.97%	41
2017 Q1	$531K	Sell	4,950 -2,625	-35%	-$282K	0.86%	47
2016 Q4	$868K	Hold	7,575	–	–	1.22%	34
2016 Q3	$828K	Hold	7,575	–	–	1.3%	30
2016 Q2	$816K	Sell	7,575 -650	-8%	-$70K	1.11%	34
2016 Q1	$867K	Sell	8,225 -200	-2%	-$21.1K	1.2%	32
2015 Q4	$811K	Sell	8,425 -2,000	-19%	-$193K	1.11%	35
2015 Q3	$1.03M	Hold	10,425	–	–	1.32%	30
2015 Q2	$1.01M	Sell	10,425 -1,045	-9%	-$101K	1.19%	32
2015 Q1	$1.11M	Buy	11,470 +200	+2%	+$19.4K	1.25%	30
2014 Q4	$1.25M	Hold	11,270	–	–	1.4%	27
2014 Q3	$1.11M	Sell	11,270 -880	-7%	-$86.5K	1.24%	30
2014 Q2	$1.25M	Hold	12,150	–	–	1.34%	29
2014 Q1	$1.18M	Hold	12,150	–	–	1.32%	30
2013 Q4	$1.28M	Hold	12,150	–	–	1.44%	29
2013 Q3	$1.11M	Sell	12,150 -10,760	-47%	-$983K	1.27%	31
2013 Q2	$1.98M	Buy	+22,910	New	+$1.98M	0.43%	58